Shift types represent the different kinds of work or duties undertaken in your organisation. They're completely customisable. When you create a shift, you'll need to associate it with a shift type.
You can create sub shift types to represent slightly more specific duties. In a restaurant, for example, you might have a shift type called Front Of House, with sub shift types called Bar, Hosts, etc. This lets your organise your duties in hierarchy and makes aggregation easier in reports.
⚡️ Shift types can be organisation-wide or restricted to a single site/department. We recommend you make your common shift types organisation-wide. Then you can analyse data by shift type across different sites/departments in reports.
👀 Find out more about using shifts types in our Spotlight Session 'Simplifying shift types'.
Using shift types
Keeping your shift types clearly defined and well organised is important. It helps you analyse data more easily in reports. It helps those building rotas efficiently distribute work. It also helps those working shifts understand what they need to do.
❗️ If you need to make sweeping changes to your shift types, we recommend you get in touch. Our customer success team can help you do this while minimising any negative side effects.
Managing shift types
Click Settings in the main navigation menu
Click Shift types
Mapping to cost streams
Cost streams are customisable buckets for sales, wage cost and hours. They allow you to directly compare revenue with the labour that it cost you to service that revenue, split out by what matters to your organisation.
A restaurant would typically have two cost streams, Wet and Dry, representing sales/wages associated with drink and with food respectively. A retail store would typically just have one.
You can associate a shift type with one or more cost streams; we refer to these associations as mappings. It tells Rotaready where to apportion the wage cost and hours when someone works a shift.
It's typical for a shift type to have just one mapping. To continue the restaurant example, a shift type called Bartending might be mapped 100% to the Wet cost stream. This means whenever someone works a Bartending shift, all of the hours and wages will appear in the Wet cost stream.
If a shift type is not mapped to any cost streams, the wage cost and hours will be apportioned to a special Rotaready cost stream called Unallocated.
Mapping to multiple cost streams
While less common, it's possible to map a shift type to multiple cost streams. You can choose the percentage of the wage cost and hours that are apportioned to each cost stream. For example, a shift type called Management could be mapped 50% to the Wet cost stream and 50% to the Dry cost stream. This divides the wage cost and hours equally.
The mappings don't have to add up to 100%. Anything left over is apportioned to the special Unallocated cost stream.