I want my team to be on call 3 days at a time, with no weekends. This doesn’t seem to be possible, when I add the restriction of Monday to Friday, the scheduling of the 3 days for each person still runs into the weekend. I even tried to add another layer with just one person on it at weekends to try and block these days out, but it still doesn’t work.
You can see in the image for example 6th December, Jake comes on the rota for only half a day, because the schedule is still running him through the weekend, even though weekends are excluded.
It should be (from the start) David - Monday Tuesday Wednesday Jake - Thursday Friday Monday Mark - Tuesday Wednesday Thursday Gerald - Friday Monday Tuesday
etc.
Surely this is a relatively common requirement - there must be a way I can do it? What restrictions do I need to set? Any help would be appreciated!
Thanks,
David
current restriction config
Best answer by mwalls
Hi @confused
The restrictions feature in schedules is a little complicated. It does include “skipped” days in the shift calculations. There is a way to get what you want, but it might be more complex than you want to manage. I’ll lay it out here, from what our engineers came up with for you.
If the restriction encapsulates an entire shift no user will be assigned to that shift and the boundary will be moved accordingly. Base configuration vs configuration with larger than 3 day restrictions.
You can make use of this to achieve otherwise complicated rotations by repeating users (this does have other limitations such as max 20 users per layer). By creating a schedule with 1 day rotations instead of three and restrictions across the weekend and repeating each user 3 times you can get the desired schedule. It’s definitely counterintuitive!
The restrictions feature in schedules is a little complicated. It does include “skipped” days in the shift calculations. There is a way to get what you want, but it might be more complex than you want to manage. I’ll lay it out here, from what our engineers came up with for you.
If the restriction encapsulates an entire shift no user will be assigned to that shift and the boundary will be moved accordingly. Base configuration vs configuration with larger than 3 day restrictions.
You can make use of this to achieve otherwise complicated rotations by repeating users (this does have other limitations such as max 20 users per layer). By creating a schedule with 1 day rotations instead of three and restrictions across the weekend and repeating each user 3 times you can get the desired schedule. It’s definitely counterintuitive!
😂 that’s epic, a true engineering solution. Thanks to you and the engineers for getting back to me so quickly. I’ll have a go at setting it up, thank you!
I wanted to update this post for our new shift-based schedules, in case anyone found this thread and had a similar question. This kind of schedule is now much easier!
Schedules will now ignore the days that you unselect from the configuration, allowing for the rotation to continue through to the next active day. For the kind of schedule @confused is asking for above, the steps would be:
Create a new schedule, give it a name and description, select a team and “Custom Schedule”
Create a new rotation from the button on the right side
Give the rotation a name, choose when it takes effect, the timezone, and select “Daily” for the Rotation Type
For Active Days of the Week, unselect Saturday and Sunday
For Handoff, update to every 3 days
Add members in the Members tab
Save the rotation and the schedule
You’ll now have a schedule that looks like this:
Much easier! :D
If you have any questions about your own schedule, ask a question here in the forums!
