Why use the recurrence feature?
The recurrence feature allows you to create shifts that will be repeated automatically moving forward similar to apps like Google calendar.
Here are some examples where you may want to use the feature:
The employee rota is the same every week;
You have a rotation in your schedules, every two week, every 3 weeks;
A) Setting a Recurrence
Create a new shift or select an existing one;
Enter all the information necessary if you are creating a new shift;
Click the “Recurrence” tab;
Set your options;
Save
B) Possible options
1) Repeats
You must first select the shift repeats on a weekly or monthly basis.
2) Frequency, Days of the Week and End
Once you've selected the basis, you can select:
The weekly/monthly frequency i.e. Every week, other week, x weeks, etc.
Repeat frequency
*Simply adjust the value according to the desired frequency.
For example, if the shift is to be repeated every 2 weeks, enter ''2'' in the repetition frequency.
Choose the Days of the week where it will apply
End: When the recurrence must stop
C) Summary
You can view a summary of the recurring shift you are about to create before saving on the
If your recurring shifts aren't appearing correctly, check the following:
End date set in the past — if you set an end date when creating the recurrence, shifts won't generate beyond that date. Edit the shift and update the end date or set it to "No end date."
Rota not published — recurring shifts are created in draft. You'll need to publish the rota for them to be visible to employees.
Frequency set incorrectly — double-check the repeat frequency on the shift. For example, entering "2" means every two weeks, not twice a week.
Wrong week selected — navigate forward in the rota to the correct week to confirm the shifts have been created.
If none of the above resolves it, contact the WFM support team via the chat.