Configuring Shift Limits
To set up shift limits in Roosted, follow these steps:- Navigate to Settings: Go to Configuration and select Settings.
- Locate Shift Limits: Within the settings, find the Shift Limits section.
- Company-Wide Limits:
- Define the maximum number of hours and shifts that any worker can be scheduled for within a specified period (e.g., per week or per month).
From this section, set limits on the number of hours a worker can work in a week or in a week. In the example above, all the workers are restricted to either 40 hours or 5 shifts per week. Set Individual Worker Limits:
- Customize limits for specific workers, which can be useful for part-time staff or those with specific scheduling constraints. These settings are in the workers’ profile: Worker Info -> Limits.
Understanding Worker Limits in Roosted
Worker Limits Override Company Limits: Worker-specific limits always take precedence over company-wide limits. For example, if the company limit is set to 40 hours per week, but an individual worker’s limit is set to 50 hours, that worker will only be flagged when they exceed the 50-hour limit. Included Shifts in Limits Calculation: When calculating whether a worker exceeds their limits, both, regular open shifts and alternate shifts are included. Alternates may automatically move up to fill open spots, impacting their total hours and shifts. Exceptions: Hours and shift limits do not apply to Anytime Punches. How Limits Appear When Scheduling: While scheduling events, you can see the number of hours and shifts a worker has been scheduled for in two sections:- Regular Hours and Shifts: Displayed on the left-hand side.
- Inclusive of Alternate Shifts: Displayed on the right-hand side.
Can I Override the Limits? Yes, you can override the limits. These limits are designed to provide a clear view when scheduling, but you always have the flexibility to assign and invite workers to open shifts directly. If scheduling a worker for a position pushes them over their set limits, it will be indicated as shown below.