Day Off Rotation Plans

Use day off rotation plans to automate the scheduling of employees’ days off. For example, if employees with the same job are allowed to have every third weekend off, you can configure RMS to automatically manage this scheduling process. Assign day off rotation plans to employees in the Scheduling tab of Employee Maintenance of Employee Maintenance.

Day off rotation plans are a set of patterns through which employees are rotated. For example, if you have 20 employees, you might not want any more than five employees assigned to a given pattern. The first five employees will be assigned to pattern 1, the next five will be assigned to pattern 2, and so on. Create as many day off patterns as you need to assure that you are appropriately staffed at any given time without over- or under-utilizing your employees.

You create four rotation patterns that are configured to rotate every 2 weeks. For the first week, Employee A is assigned the days off designated in Pattern 1, and Employee B is assigned the days off designated in Pattern 2. The following week, Employee A continues to take the days off designated in Pattern 1, and Employee B is again assigned the days off designated in Pattern 2. On the third week, Employee A rotates onto Pattern 2, while Employee B rotates onto Pattern 3. Employees continue to rotate through the patterns, and then the patterns repeat.
The table below shows which pattern each employee works for each week for a period of ten weeks.

Week Employee A Employee B

1

Pattern 1

Pattern 2

2

Pattern 1

Pattern 2

3

Pattern 2

Pattern 3

4

Pattern 2

Pattern 3

5

Pattern 3

Pattern 4

6

Pattern 3

Pattern 4

7

Pattern 4

Pattern 1

8

Pattern 4

Pattern 1

9

Pattern 1

Pattern 2

10

Pattern 1

Pattern 2

Note: Use the Scheduling tab on the Employee Maintenance screen to assign Day Off Rotation Plans to employees. You can also assign which pattern number the employee will start on. For more information, see Scheduling tab of Employee Maintenance.

day off rotation plans screen

Fields on the Day Off Rotation Plans screen

Field Description Notes

Audit

View a history of changes to the screen.


Select Day Off Rotation Plan

Add

Create a new day off rotation plan.

Delete

Remove the selected day off rotation plan.

Day Off Rotation Plans List

Select a day off rotation plan from the list to view or make changes to the plan in the Details pane.

Details

Name

Name for the rotation plan.

Required.

Rotate Every

Select the number of weeks between each rotation.

Last Rotated

Displays the date of the last rotation.

Read-only.

Rotation Pattern

Create patterns that will determine which days employees will not be scheduled to work.

Required.

Add Pattern

Adds a new row to the Rotation Pattern table. 

Delete Pattern

Removes the selected row from the table.

Pattern #

Indicates the order in which the employees will rotate through patterns in the plan.

Note: Pattern numbers are generated automatically. The first pattern in the table will always be Pattern 1, the second row is Pattern 2, and so on. To change the order of a rotation pattern, select Move () and drag to the desired position.

You can designate which Pattern # an employee will start on in the Scheduling tab of Employee Maintenance of Employee Maintenance (Administration > Employee Maintenance > Scheduling).

Weekdays

Select days of the week to designate days off. 

Move

Drag the pattern row to a new position in the table.