Contract Shift Swap

User experience 1 — Contract schedule shift

An organization uses the contract schedule shift to define the work hours definition used for overtime calculation. The Schedule Planner contains scheduled and contract shifts for each employee.

Two employees swap their shifts using Employee Self-Service: Upon approval, both the contract and scheduled shifts are exchanged during the swap.

User experience 2 — Contract paycode

An organization uses a contract schedule paycode with a specific amount to define the work hours definition used for overtime calculation.

Two employees swap their shifts using Employee Self-Service: Upon approval, the scheduled shift and the contract schedule paycodes are exchanged during the swap.

User experience 3 — Schedule Tag

An organization uses a schedule tag to control how overtime is calculated for certain shifts.

Two employees swap their shifts using Employee Self-Service: Upon approval, the scheduled shifts and schedule tags are exchanged during the swap.

User experience 4 — Schedule Paycode

An organization uses a schedule paycode on a particular day to initiate a different calculation, such as a specific overtime rule.

Two employees swap their shifts using Employee Self-Service: Upon approval, the scheduled shifts and schedule paycode are exchanged during the swap.

Comments

Create a comment to add to the contract shift or paycode indicating the swap. See the Comments topic.

1. Go to Main Menu > Administration > Application Setup > Common Setup > Comments.

2. Click Tap New.

3. Enter Comment Text, such as Adjusted by Contract Shift Swap.

4. In the Categories area, select Pay Codes and Shifts from the Available Categories box and move them to the Selected Categories box.

5. Click Tap Save.

Workflow notifications

Create workflow notifications to notify employees and managers of contract shift swap status. See the Configure Notifications for Business Processes topic.

1. Go to Application Setup > Event/Notification > Workflow Notifications.

2. Click Tap New.

3. From the Notification Type, select Generic notification and click tap Ok.

4. (Optional) Give the notification a Description.

5. Complete the remaining fields, as appropriate.

6. Click Tap Save.

Repeat the same steps to create each applicable workflow notification for the Contract Shift Swap business process.

Swap Request Status - Receiving Employee

When the manager or receiving employee accepts the shift swap request Employees can exchange their scheduled shift with a shift scheduled for another qualified employee., the requesting employee is notified with a workflow notification. This notification initiates the business process.

Swap Request Status - Manager- Workrule Override Error

Swap Request Status - Requesting Employee

Swap Request Status - Manager for Approval

Control center notification mappings

Create control center notification mappings for workflow notifications that support contract shift swaps; see the Control Center Notification Mapping topic.

1. From the Main Menu, go to Application Setup > Event/Notification > Control Center Notification Mapping.
2. Click Tap New.
3. Enter an Event Name, such as:
   • Swap Request Status - Receiving Employee
   • Swap Request Status - Requesting Employee
   • Swap Request Status - Manager for Approval
4. From Domain, select Scheduler.
5. From Event Type, select Shift Swap.
6. From Notification, select the appropriate value, such as:
   • Swap Request Status - Receiving Employee
   • Swap Request Status - Requesting Employee
   • Swap Request Status - Manager for Approval
7. From Navigation Page, select Schedule.
8. From Icon, select an appropriate property.
9. Click Tap Save.

Request Subtype

Configure the request subtype Classifications of schedule requests from employees. to initiate the business process.

See the Configure Request Subtypes topic.

1. Go to Application Setup > Employee Self Service > Request Subtype.

2. Edit an existing Swap Request Subtype, or create a new Swap Request Subtype for use with Contract Shift Swap.

3. From Request Type, select Swap.

4. From Employee (Requester) Notification, select an option such as Swap Request Status - Requesting Employee.

5. From Employee (Recipient) Notification, select an option such as Swap Request Status - Receiving Employee.

6. From Manager Notification, select an option such as Swap Request Status - Manager for Approval.

7. Configure remaining fields as needed.

8. Click Tap Save.

Migrate the business process model to the tenant

1. Log in to the appropriate tenant.

2. Go to Main Menu > Administration > Setup Data Manager (SDM) Moves and manages configuration data across software and hardware environments..

3. Select the Source tenant where the Process Model resides, and select the template to copy. It is a .zip file. A message appears in the Source column: Source: Import from <filename>.zip.

4. Click Tap Review and Publish. The Publish Summary panel appears.

5. Review the Publish Summary panel. It lists the items that were extracted from the migration file. If you approve, click tap Publish with Comment or just Publish.

6. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. The Publish History page contains a table that lists the items you have published. If there were errors during the transfer, the button under the Errors column for that row is black.

7. To view details, click tap the appropriate row and click tap View Selected.

8. On the History for publish run page, click tap Show all to view the setup data that you published, and the errors that occurred, if any, listed by item type and name.

Configure the decision tables

Configure the Contract Shift Swap decision tables.

1. Go to Main Menu > Administration > Application Setup > Business Process setup > Process Models.

2. Select the ShiftSwapFramework_v1 process and click Edit. The process model enters edit mode.

3. Select the Decision Tables tab.

4. Click Everyone's, and then select the decision table to edit.

5. Click Decision Table Editor to add or update the rows in the table.

6. Click Save and close.

Edit the decision table: ShiftSwapFramework_Variables

The ShiftSwapFramework_Variables decision table holds process parameters for all sub-processes supported by the Shift Swap framework. Each sub-process is individually enabled within this decision table. Parameters specific to the Contract Shift Swap sub-process are identified in the following table:

Shift Swap Framework Variables decision table - Contract Shift Swap parameters

Parameter name	Description	Default value
EnableShiftWorkRuleOverride	Enables the Shift Work Rule Override sub-process.	Yes
EnableContractShiftSwap	Enables the Contract Shift Swap sub-process. When set to Yes, EnableShiftWorkRuleOverride must also be set to Yes.	Yes
ContractShiftSwapComment	Comment, such as Adjusted by Contract Shift Swap, added to paycode edit by the process. The value is mandatory and must not match the value in ShiftWorkRuleOverrideComment.

Edit the decision table: ShiftSwapFramework_ContractShiftSwap_ConfigParameters

Organizations that configure overtime by using paycodes or schedule tags can use the ShiftSwapFramework_ContractShiftSwap_ConfigParameters decision table to define the qualifying paycodes and schedule tags that must be swapped by the workflow. Only items that need to be swapped are listed in the table.

When it is not necessary to move paycodes or schedule tags, create a single row in the table. Set the Serial Number equal to 1 and leave the remaining columns blank.

Shift Swap Framework — Contract Shift Swap Config Parameters decision table

Variable name	Description
Serial Number	Sequential identifier used by the workflow logic to stop scanning when a match is found.
Move Paycode Edits	Identifies paycodes that must be swapped. Each row must contain a single value. When the table contains more schedule tags than paycodes, enter "NULL" in each blank cell.
Move Schedule Tags	Identifies schedule tags that must be swapped. Each row must contain a single value. When the table contains more paycodes than schedule tags, enter "NULL" in each blank cell.

Deploy the updated business process model

Process models must be redeployed every time changes are made to an existing model. Re-deployment is not required for decision table changes.

Model deployment steps:

1. Go to Main Menu > Administration > Application Setup > Business Process Setup > Process Models.

2. Select the ShiftSwapFramework_v1 model.

3. Click Tap Edit, and then configure the required parameters and deployment dates. Select Notifications Templates from the Template Categories list.

4. Click Tap Save, and then select Return to deploy.

   Note: After the process is deployed, attach the process to the workflow notification configured in the request subtype.

API Details

API Title	URI	Method	Description
Retrieve Employee Employment Terms	/v1/scheduling/employment_terms_schedule/multi_read	POST	Returns the employment terms, group shifts, group paycode edits and memberships according to the specified parameters: employee, Hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria)., location, or schedule employment term.
Update Group Shifts	/v1/scheduling/schedule/groups/shifts/apply_update	POST	Updates multiple group shifts at Employment Terms level.
Delete Employment Terms PCEs	/v1/scheduling/employment_terms_schedule/pay_code_edits/apply_delete	POST	Deletes multiple paycode edits for an employment term based on the paycode edit ID.
Create Employment Terms PCEs	/v1/scheduling/employment_terms_schedule/pay_code_edits/apply_create	POST	Creates a paycode edit for the mentioned employee for a given date – time per employment term.
Retrieve Schedule	/v1/scheduling/schedule/multi_read	POST	Returns the details of Shifts, Schedule Tags, Paycode Edits for the specified employee.
Update Schedule Tags	/v1/scheduling/schedule/schedule_tags/multi_update	POST	Updates the details of  Schedule Tags specified in the employee’s schedule shift.
Delete Pay code Edits by ID	/v1/scheduling/schedule/pay_code_edits/multi_delete	POST	Delete a paycode edit for the specified employee for a given date and time based on the paycode edit ID.
Create Pay code Edits	/v1/scheduling/schedule/pay_code_edits/multi_create	POST	Creates a paycode edit for the specified employee for a given date and time.