Acute Data Systems

How to Set Up Shift Rotations in Zoho People

What is Shift Rotation?

The Shift Rotation feature allows for automatically changing employee shifts based on a specified frequency. The purpose of this feature is the distribution of work hours among employees, improve operational efficiency, reduce burnout, and enhance overall job satisfaction by providing a balanced and predictable work schedule.

Configuring Shift Rotation

  1. From your home page, go to Settings > Shifts > Automation > Shift Rotation > Add Shift Rotation
  2. Give a name for the schedule.
  3. Set a frequency for the schedule. It can be daily, weekly, bi-weekly, or monthly. For example, if you select monthly, and give a date, then the shift scheduler will run every month on the given date.
  4. Enter the time at which the rotation is to be triggered.
  5. Select the period for which the shift is applicable.
  6. Under “Applicable for” select the required options from the list of Roles, Departments, Designations, Location, User etc.
  7. Under “Rotation of shifts” select the shifts appropriately.
  8. Use the Add Rotation option to map more shifts.
  9. Click Save.

Shift Rotation Use Case 1

Scenario:
The Support Team needs to be assigned to US Shift.
The US Shift Team members need to be assigned to the Australian shift on the 1st day of every month.
The schedule is to be triggered on the 27th of every month for the following month.
This is how the configuration will appear to achieve the expected outcome:

The rotation will be run on the 27th of every month. The shift mapping configured will be carried out based on the shift that exists on the day when the scheduler runs. I.e., if an employee is in the general shift as of the 27th of the month, then this employee will be changed to the US shift, and the ones who are in the US shift as of the 27th will be changed to the Australian shift with effect from the 1st of the month. An email notification will be sent individually to each member of the support team, indicating the change of shift along with the date on which the shift change is applicable.

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