How to add a staff member into contracted shifts in Shift Pattern Manager
What Is A Default Person?
A Default Person is a staff member who is contracted to work set shifts within a rota. When they are added into the Shift Pattern Manager and the shifts are rolled out using Manage Calendar any Default People will be automatically allocated to the Confirmed Person slot in shifts in your live rota views,
✋If the Default Person has any Adjustments recorded they will not be added into any live shifts for those dates.
The Default Person is added under the Defaults tab on a shift in Shift Pattern Manager. To do this, go to Rota > Shift Pattern Manager.
Double click on the Rota Group that the affected pattern is configured under and then double click on the pattern name/week number to open up the different days of the week.
Click on the day that the shift is configured under and then double click on the shift.
Click on the Defaults tab.
From here, you can;
- Select a Team. This will mean that the Default Person drop down will only show personnel within that team.
- Select a Default Person. If a Team is not selected, this will show a list of staff with the same Role as outlined in Shift Role.
- Tick Allocate to Provisional and Allocate To Confirmed. When ticked, the Default Person will be allocated to the Provisional/Confirmed slot in the live calendar when this pattern is rolled out.
