Basic conflict alerts in shiftplan

In this article I'll show you how you resolve basic shift conflict alerts step-by-step. You can enable conflict alerts in your shift plan, for example to spot errors like overlapping shifts of the same employee before publishing your shift plan, or identify role mismatches between shift requirements and the employee skillset in order to stay compliant.

Learn here everything about selecting roles for your employees.

TABLE OF CONTENTS

• Identify conflicts
• Enable and disable shift conflicts
• Attendance policy based conflicts
  • Rest between two shifts
    
• Activate basic shift plan conflicts
• Shifts should match profile roles
• Overlapping shifts
• Overlapping with existing time offs

Identify conflicts

• Go to the Shiftplan
• Open schedules to edit your shift plan
• Schedule your shifts as usual in the weekly or monthly view
• Identify Shift Conflicts
• A red-bordered field with the note Conflicts will appear in the upper right corner if there’s a conflict
• Click on Conflicts to review the shifts in question
• Then, select one red-bordered shift to open the detailed view

When conflicts arise in your shift plan you have two options:

Option 1: Publish the shift with a conflict — Confirm that you want to publish shifts even if conflicts exist.

- Go to Shift Plan > Settings > Conflict alerts
- Check the box Allow to publish shifts with this conflict

The shift planner is still alerted but can proceed with publishing.

Option 2: Edit the shift

Resolve the conflict by editing the shift, assigning it to someone who meets role requirements or is available, or deleting the shift.


Regardless of the option you choose, click Publish to finalize and publish your shift plan.

Enable and disable shift conflicts

• Go to Shift Plan > Settings > Conflict alerts

Attendance policy based conflicts

Rest between two shifts: This conflict connects the attendance module with employee time entries and the shift plan. In the Attendance policy settings you can define how many hours must be non-working time between two shifts. In the shift plan settings you decide whether shifts violating this rest period may still be published.

• Toggle on the switch when you want to use the rest between two shifts conflict alert
• Check the box if you want to enable your shift planner to publish shifts with this conflict

Activate basic shift plan conflicts

Shifts should match profile roles: Employees can only be assigned shifts that match their role(s).

• Toggle on the switch to enable this conflict
• Check the box if you want to allow planners to publish shifts with this conflict

Overlapping shifts: Employees can only be given one shift at a time.

• Toggle on the switch when you want to use this conflict
• Check the box if you want to allow planners to publish shifts with this conflict

Overlapping with existing time offs: 

    Option 1: When a shift is created and a time off already approved

• Toggle on the switch when you want to use this conflict
• Check the box if you want to allow planners to publish shifts with this conflict

    Option 2: When a time off is approved on a day with published or unpublished shifts

1. Show a conflict
2. Let the automation convert shifts automatically into open shifts
3. Let the automation delete the shifts