How to Create a Schedule Pattern
In this guide, you’ll learn how to create a new schedule pattern in the Staffinc Suite application. We’ll start from the Settings > Attendance > Schedule Pattern List page, create a 7-day cycle pattern with 5 working days and 2 days off, and confirm the creation by returning to the Schedule Pattern List page.
Navigate to the Schedule Pattern List Page
- Access the Settings - Attendance Page: From the Settings - Attendance page, locate the "Schedule Pattern" submenu in the mini navbar.
- Go to the Schedule Pattern List Page: You’re now on the Schedule Pattern List page, where existing patterns are listed. Click the "+ Create Schedule Pattern" button to start creating a new pattern.
Set Up the Schedule Pattern Info
- Start on the Create Schedule Pattern Page: You’re on the Create Schedule Pattern page. The Schedule Pattern Info section is blank, and the Config section is empty until the info is filled. Start by entering the pattern details.
- Enter the Pattern Name: In the Schedule Pattern Info section, enter a name for your schedule pattern, such as "Standard Week Shift," in the Pattern Name field.
- Choose the Number of Cycling Days: Select the number of cycling days, such as "7 days," to define the pattern’s cycle length.
- Select the Starting Date: Choose a starting date, such as March 31, 2025. Only present or future dates can be selected.
- Check the Update Button State: The "Update" button is disabled because all fields in the Schedule Pattern Info section are mandatory. Fill in all details to enable it.
- Generate the Configuration: With all mandatory fields filled, the "Update" button is now enabled. Click to generate the schedule pattern configuration.
Configure the Schedule Pattern
- View the Generated Config Section: The Schedule Pattern Config section is now generated with 7 days, starting from March 31, 2025 (Monday). The day names and dates (e.g., March 31 to April 6, 2025) are auto-filled based on your inputs.
- Set Schedule Type for Working Days (Days 1–5): For the first 5 days (Monday to Friday, March 31 to April 4, 2025), set the Schedule Type to "Working Schedule" for each day to define working days.
- Select Master Schedule for Working Days (Days 1–5): After setting the Schedule Type, select a master schedule like "Morning Shift: 09:00–17:00" for each of the 5 working days to specify the working hours.
- Set Schedule Type for Day-Off Days (Days 6–7): For the last 2 days (Saturday and Sunday, April 5 to April 6, 2025), set the Schedule Type to "Day-off/Holiday" for each day to define non-working days.
- Select Master Schedule for Day-Off Days (Days 6–7): After setting the Schedule Type, select a master schedule like "Day-Off" for each of the 2 day-off days to confirm the day-off status.
Create the Schedule Pattern
- Check the Create Button State: The "Create" button is disabled because all Schedule Type and Master Schedule fields in the Config section are mandatory. Fill in all details to enable it.
- Submit the Schedule Pattern: With all fields filled, the "Create" button is now enabled. Click to create the schedule pattern.
Confirm the Creation
- Return to the Schedule Pattern List Page: After successful creation, you’ll be redirected to the Schedule Pattern List page. A success message will confirm: "Success! Your schedule pattern has been created and added to the list with a 7-day cycle, including 5 working days and 2 days off." The newly created pattern, "Standard Week Shift," will be visible in the list.