Configuring Shift Management

• Set permissions and access

  To create teams, you must have the Team Create permission. For more information, see About Team Permission Controls.

  You can control edit and view access to teams using:

  • Default access levels for the team member A resource assigned to a team. role. For more information, see Team Settings.
    
  • Access levels for individual team members. For more information, see Managing Teams.
  • You can use Team permission controls as an alternate method for expanding team member access.
    In general, the best practice is to adjust team member access using the Manage Teams page rather than using permission controls.
    

  Tip:

  Tip

  If you need to assign temporary edit permissions (such as appointing a temporary team lead to cover an absence), assign the Team Edit permission control to the appropriate staff member for a specific time period.

  Note:

  Note

  A team lead The team owner or a team member with administrative rights to create or modify teams. (including the team owner) automatically has edit access to teams.
• Define team schedule slot types

  To use Team Schedule Planner, you must first define team schedule time slot types. For more information, see Managing Team Schedule Time Slot Types.

• Display Shift Management assignments in Planners

  To display Shift Management assignments in Resource and Project Planners, select the Show Shift Management Assignments setting in the Planners Preferences - Project and Planners Preferences - Resource custom setting.

Creating Shift Management Assignments Outside of Team Schedule Planner

If your organization has an application or process other than Team Schedule Planner to create assignments for Shift Management, note:

• Shift Management calculates weekly assignment start and end dates using the Start Date and End Date fields from the Schedule object.
• The daily hours of individual shift assignments use the hour and minute values from the Start Time and End Time fields on the Schedule object.  

For more information about the fields in the Schedule object, see Schedule Fields.