Overview
Global Shifts are organization-level shift templates created and managed by Organization Managers.
They provide shared shift information and organization-level settings that departments can use in their schedules. Departments select the Global Shifts they need and configure the available department-specific settings.
A Global Shift can be used by multiple departments.
Global and Department Shift Settings
Global Shift settings provide the organization-level definition of a shift.
The following information is defined at the organization level and cannot be changed by departments:
Shift name.
Start and end times.
Break time settings.
Shift icon.
Post-shift assignment rule.
Real Off behavior after the shift.
The Limit shift assignments per period setting is also defined at the organization level, but it can be overridden for an individual department.
Departments can configure additional department-specific settings for the Global Shifts they use. These settings will be explained in Select and Configure Shifts for a Department.
How to Access Global Shifts
To access Global Shifts:
Go to Organization from the left menu.
Open the Global Shifts tab.
From this page, Organization Managers can:
View existing Global Shifts.
Search and filter Global Shifts.
See which departments are using each shift.
Create a Global Shift.
Edit or delete an existing Global Shift.
Manage the organization-wide Real Off setting.
Viewing Global Shifts
The Global Shifts table displays the following information:
Name: The name and icon of the shift.
Time: The shift’s start and end times.
Last Update: The date on which the shift was last updated.
Departments Using: The departments currently using the Global Shift.
If a Global Shift is not used by any department, None is displayed under Departments Using.
Click the edit icon at the end of a row to open an existing Global Shift.
Creating a Global Shift
To create a Global Shift:
Go to Organization > Global Shifts.
Click Create Global Shift.
Complete the settings under the General tab.
Configure the applicable options under the Rules tab.
Click Create Shift.
The Create Shift button remains unavailable until the required information has been entered.
General Settings
The General tab contains the Global Shift’s basic information.
Shift Name
Enter a name that clearly identifies the shift, such as:
Morning
Night
Full Day
A Shift Name can contain up to 30 characters.
Start Time and End Time
Select the time at which the shift starts and ends.
The start and end times define the shift’s working period.
A shift can continue into the following day. For example, a Night shift can start at 20:00 and end at 08:00 the next day.
Break Time
Enable Break Time if the shift includes a break. You can define the break using either Fixed Time or Duration.
Fixed Time
Select Fixed Time to specify when the break starts and ends.
Enter the Start Time.
Enter the End Time.
Oplist automatically calculates and displays the Break Duration based on the selected times.
Duration
Select Duration when only the length of the break needs to be defined, without specifying its start and end times.
Select the break length from the Duration of Break menu. Available durations range from 0 minutes to 180 minutes, in 30-minute intervals.
Oplist displays the selected value as the Break Duration.
The configured break duration is included in the Global Shift’s break settings and is shared with departments using that shift.
Shift Icon
Select an icon that visually represents the shift.
The selected icon helps users identify the shift in schedules, assignment lists, and other planning areas.
Shift Rules
The Rules tab contains the scheduling rules associated with the Global Shift.
Available settings include:
A rule applied after the shift ends.
Limit shift assignments per period.
Allowing Real Off to be set after the assignment.
Post-Shift Assignment Rule
Select the rule that should apply after the shift ends.
The available options are:
No restrictions for the following days
Restrict specific shifts on the following day
Staff is unavailable the next day
When Restrict specific shifts on the following day is selected, choose the shifts that cannot be assigned on the day following this shift.
For detailed information, refer to Post-Shift Assignment Rules.
Limit Shift Assignments per Period
Enable Limit shift assignments per period to limit how many times the Global Shift can be assigned to a staff member within a defined number of days.
When enabled, define:
Period (Days): The number of days included in the period.
Max # of assignments in the period: The maximum number of times the shift can be assigned to the same staff member during that period.
This value provides the organization-level setting for the Global Shift. It can also be customized at the department level.
For detailed information, refer to Limit Shift Assignments per Period.
Real Off After the Assignment
Enable Real off can be set after the assignment when the Global Shift can be followed by a Real Off day.
This option is connected to the organization-wide Real Off Usage setting displayed on the Global Shifts page.
For detailed information, refer to Real Off Setting.
Editing a Global Shift
To edit an existing Global Shift:
Find the shift in the Global Shifts table.
Click the edit icon at the end of its row.
Update the settings under General or Rules.
Click Update Shift.
Changes made here update the organization-level Global Shift definition.
Before editing a Global Shift, review the Departments Using column to see which departments currently use it.
Deleting a Global Shift
To delete a Global Shift:
Open the shift using the edit icon.
Click Delete.
Confirm the deletion if prompted.
Before deleting a Global Shift, review the Departments Using column to determine whether it is currently used by any department.
Searching for Global Shifts
Use the Search field to find a Global Shift by name.
Enter all or part of the shift name to narrow the displayed results.
Filtering Global Shifts
Click Filters to filter the Global Shifts list.
The available filters are:
Department: Displays Global Shifts used by the selected department.
Last Update Date Range: Displays Global Shifts updated within the selected date range.
After selecting the filter values, click Apply Filters.
Click Reset to clear the selected filters.
Real Off Usage
The organization-wide Real Off Usage setting is displayed above the Global Shifts list.
This setting controls whether Real Off functionality is enabled for the organization’s shifts.
Real Off configuration and scheduling behavior are explained separately in Real Off Setting.
Important Considerations
Global Shifts are created and managed by Organization Managers.
A Global Shift can be used by multiple departments.
Departments select the Global Shifts they need.
Some settings provide organization-level defaults that can be customized at the department level.
A department-level override does not change the original Global Shift.
Review the Departments Using column before editing or deleting a shift.
Post-shift rules affect the assignments that can follow a shift.
Period limits control repeated assignments of the same shift.
Real Off options depend on the organization-wide Real Off setting.
Summary
Global Shifts provide reusable organization-level shift definitions for departments.
From the Global Shifts page, Organization Managers can:
Create Global Shifts.
Define shift names, times, breaks, and icons.
Configure shift rules.
Search and filter Global Shifts.
See which departments use each shift.
Edit or delete existing Global Shifts.
Manage the organization-wide Real Off setting.