Configure Rotation Schedule

The Rotation Schedule functionality is used for long-term planning and enables organizations to create a rotation schedule based on the needs of a location or group of locations. You can create a Rotation Schedule template in advance and publish the schedule to the system for the specified time span.

When you create a Rotation Schedule template, you specify the length for the rotation and the number of rows needed (one row for each position needed in the rotation). For each row, a position is specified with a job assignment and include a series of shift types for the rotation schedule. Eligible employees are then assigned to the positions so that the shifts in the row are assigned to them when the template is published. The Publish functionality rolls out the Rotation Schedule template to the Schedule Planner to enable Schedulers to prepare the schedule for posting. Any positions without an assigned employee are created as appropriate open shifts in the schedule. For managing long-term absences, rows can be temporarily unassigned so you can specify a temporary replacement.

Enable Rotation Schedule for managers

Every manager who requires access to Rotation Schedule must have the appropriate access enabled.

Rotation Schedulers who access and edit Rotation Schedule templates must be assigned the required Function Access Profiles (FAP) and Generic Data Access Profiles (GDAP). If the required access is not assigned, errors may occur when retrieving or editing Rotation Schedule templates.

The Generic Data Access Profile must include access to Accruals – Date Patterns, specifically access to all Contract Definitions included in schedule rule sets (Period Hours tab). Lack of Date Patterns access may result in errors when retrieving shift templates.

Granting access to Date Patterns within the existing GDAP resolves this issue without requiring full GDAP assignment.

  1. Go to Main Menu > Administration > Application Setup > Access Profiles > Function Access Profiles.
  2. Select the function access profile assigned to the manager.
  3. Expand Manager - Common Setup.
    1. Expand People Editor > Employee Group.
    2. Expand Information view.
    3. In Person name, select Allowed in the Add column.
    4. In Person ID, select Allowed in the Add column.
    5. Expand Access user account.
    6. In User name, select Allowed in the Add column and in the View column.
    7. In Other fields, select Allowed in the Add column and in the View column.
    8. In Organizational Set Editor, select Allowed in the View column. Note that you might need to grant more than just View access, as this level of access only allows users to view the templates.
    9. Expand People Editor > Timekeeping Group.
    10. In Manager Role - General view, select Allowed in the Add column and in the View column.
    11. Select Save.
  4. Expand Manager - System Configuration.
    1. Expand Setup.
    2. In Labor Category Entries List setup , select Allowed in the Access Scope column.
    3. In Pay Rules setup, select Allowed in the Access Scope column.
    4. Expand Access Profiles setup.
    5. In Function Access Profiles, select Allowed in the Access Scope column. Note that in addition to this control point, managers will need the necessary Function Access Profiles selected within their assigned Generic Data Access Profile to avoid access errors.
    6. Select Save.
  5. Expand APIs.
    1. In Allow unrestricted read access to locations map, select Allowed in the View column.
    2. Expand API Beans.
    3. In Business Structure & Job Beans, select Allowed in the Edit column and in the View column.
    4. Expand Rest API.
    5. In Setup, select Allowed in the Access Scope column.
    6. In Pay Code Name List, select Allowed in the Access Scope column.
    7. Select Save.
  6. Go to Main Menu > Maintenance > People Information.
    1. Select a manager.
    2. In the Timekeeping section,select Manager Role - General.
    3. In Paycodes "Edit" Profile, select a paycode profile from the list. The profile identifies the group of paycodes that the manager can edit.
    4. Select Save.

Configure a custom tile for Rotation Schedule

A tile needs to be configured and added to the home page to access the Rotation Schedule application. Log in as an administrator and perform the following:

  1. From the Main Menu, go to Administration > Application Setup > Common Setup > Custom Tiles.
  2. Click Create.
  3. Enter a Name for the tile. For example, Rotation Schedule.
  4. Enter a Label to display at the top of the tile. You could also use Rotation Schedule here.
  5. For Tile Type, select Embedded Content.
  6. Leave Icon and Content Provider blank.
  7. Enter the URL for the Rotation Schedule server using the format http[s]://servername/mrst/, where servername is the name of the Rotation Schedule Server. This name is provided to you by the Solution Consultant.
    Note: This URL is the Tenant Vanity URL, appended with /mrst/. For example, if the provided Tenant URL is https://cloudqa-testing-cfc.stg.mykronos.com, then the value in the URL field, when creating the custom tile, would be https://cloudqa-testing-cfc.stg.mykronos.com/mrst/. As part of the Communicate Tenant Details procedure during Tenant provisioning, it is standard protocol for CloudOps to provide the Tenant Vanity URL and the Seed Admin URL.
  8. Click Save.

Add the tile to the Home page

  1. On the Home page, select Tile Library .
  2. Select the Rotation Schedule tile.
  3. Click Apply.

Assign a Home Page to a Display Profile

A Display Profile determines the assembly of tiles a user, such as a manager, hourly employee, or administrator, has access to. Assigning a Home page to a Display Profile establishes the assembly of tiles that appear on the user's Home page upon login.

  1. Click Main Menu > Administration > Application Setup > Display Preferences > Display Profiles.
  2. Click the Display Profile that you want to associate with the Home page profile and click Edit.
  3. From the Home Page drop-down list, select the Home Page to associate with the Display Profile.
  4. Click Save.