Shift Rules are the building blocks of scheduling, whether you’re using a Rota or Work Schedules. They contain information regarding working hours, rates of pay, break patterns and so on. They are used by Focus to ensure that employees get paid the correct amounts for working the correct number of hours on any given day.
They may appear a little daunting on first viewing, but you only need to know a few basics in order to create and use a Shift Rule. The aim of this guide is to cover these basics. To aid understanding, let’s look at a Use Case.
You want to create a Shift Rule for a standard 09:00-17:00 shift, only clocking in and out at the beginning and end of each shift. Assuming employees clock in and out on time, they will be paid for 7 hours at the basic rate with no overtime being paid. They will also have a 1-hour unpaid lunch break.
Therefore, we will need to:
This next step will allow hours worked to be seen on Timesheets, whilst also limiting the time that the employees will be paid for.
Although you have entered similar information earlier in the process, this is a way for Focus to separate ‘I’m here’ from ‘I’m working’. For example, employees who clock in at 08:50 are ‘here’ but ‘not working’ yet.
Without putting an unpaid break in place, employees would currently be paid for 8 hours.
This basically means that after 3.5 hours of work, 1 hour will be deducted from the working day, making the daily total 7 hours for a full day.
Leave all other settings as they are.
An exception to this may be ‘Cost Centre’ in the ‘General’ tab. You may wish to select a Cost Centre that your Shift Rule will allocate its time to.
The Shift Rule will now appear in the list with all the other Shift Rules, and can be used to build Rotas or Work Schedules, or simply assigned to specific days in an employee’s Timesheet.
Shift Rules are the building blocks of a Rota - use them to create your schedule.