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      Adding Shift Adjustments

      This guide will explain how to add a Shift Adjustment to the rota.

      1. What is a shift Adjustment?
      2. Adding a Shift Adjustment to a single shift 
      3. Bulk adding Shift Adjustments

      What is a Shift Adjustment

      A Shift Adjustment can only be added to a shift to enhance the pay of that shift, for example overtime or bonuses.

      Shift Adjustments are set up in Rota>Rota Settings>Adjustment Reasons by creating an Adjustment Reason and clicking Shift Adjustments.

      💡Want help creating Adjustment Reasons? Click here for a guide.

      Adding a Shift Adjustment to a single shift

      Shift Adjustments can be added to any shift in the Shift Pattern Manager, View Rota and Rota Weekly Viewer. The process for this is the same in all of these areas, the below will cover how to add a Shift Adjustment in View Rota

      To add a Shift Adjustment navigate to the relevant shift and double click to edit it then navigate to the 'Adjustments' tab

      Click Add Adjustment towards the left of the screen, the Adjustment Detail screen will then appear as below. 

      Here you can enter the following information:

      • Start 
      • Finish
      • Rota Week - This will generate from what week number in the Shift Pattern the selected shift sits in
      • Reason - The Adjustment Reason, this will only show Adjustment Reasons marked as 'Shift Adjustment'
      • Type - Choose here from Planned, Unplanned or Unknown
      • Pay Rate Group - Allows you to add an hourly rate to the Adjustment Reason
      • Duty Station - Duty Station of the Adjustment
      • Value - This will be calculated by using the Pay Rate Group, or can be a manually entered Value
      • Break
      • Duration
      • Comments
      • Branch Code - People+ with iTrent calculations turned on only. 

      Once you have completed the above information click Save and the Adjustment will be shown in the box on the bottom half of the Edit Shift window

      ✋Please note, if you are creating a new shift you will need to Save the shift before adding the Shift Adjustment

      Once you have saved your Shift the Shift Adjustment can be viewed in Personnel>Leave and Adjustments. 

      Bulk adding Shift Adjustments

      Shift Adjustments can be added to multiple shifts at once using the Bulk Add Shift Adjustments button in View Rota. 

      ✋Only shifts within the same rota week and span at least one common hour, e.g. you can bulk add a Shift Adjustment to two shifts, one running from 08:00-16:56 and one running from 15:00-20:59.

      To use this navigate to Rota>View Rota, select the shifts you would like to add the Adjustments to and click Bulk Add Shift Adjustments

      💡Multiple shifts are selected at once by pressing and holding Ctrl on your keyboard and click the shifts you would like to select

      The Add Adjustment window will show

      Here, fill out the relevant information and click 'Save'. The Shift Adjustments will then be added to the relevant shifts. 

      NB-  Shift adjustments that span different days can also be added in bulk - Example in the below - agreed overtime adjustment for 2nd and 3rd May edited using bulk adjustments to add a £50.00 adjustment. 

      💡Need help filling out the information? Click here.