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Administrator Guide
Last Updated: 2025-02-07
Create Shift Rules

Create Shift Rules

You can create criteria and rules to ensure your shifts and shift settings apply in specific scenarios. Rules can limit the shifts that display to managers while creating and editing a job or work order. The configured rules can also determine how shift settings are applied and enforced.
  1. From the header, select
    More
    Company Settings
    .
  2. From the
    Timekeeping
    section, click
    Shifts
    .
  3. From the
    Shift Rules
    tab, click
    Create
    .
  4. As you create the shift rule, consider:
    Option
    Description
    Criteria
    Add criteria to define scenarios when your configuration should be applied. The criteria display from the least specific to most specific.
    Workday VNDLY evaluates and uses the most specific criteria for the rule. Example: You create 2 shift rules for an IT worker located in California:
    • Rule 1 Criteria: Subdivision: California, Shift = Shift A.
    • Rule 2 Criteria Job Template: IT Subdivision: California, Shift = Shift B.
    Workday VNDLY applies Rule #2 because it's the more specific rule.
    Shift Strategy
    • Select
      Dedicated
      to enable managers to assign a single shift to a contractor on a work order.
    • Select
      Flexible
      to enable managers to assign more than 1 shift on a work order.
    Shift Differentials
    Select the
    Enable Shift Differentials
    toggle to add shift differentials to the shift. Before you can
    Enable Shift Differentials
    , you need to select:
    • A currency for the
      Currencies
        criteria.
    • At least 1 shift.
    If you don't know what differential to apply yet, select
    None
    as the
    Shift Differential Type
    . This selection creates a placeholder for the
    Shift Differential Type
    , so you can enter the differential later.
Shift rules automatically trigger and apply if there are criteria that match when you create a job from a template that has shift selection.
All criteria must match before VNDLY applies the rule.
Example: You want to have night shifts available for Bindery Operator jobs located in Charlotte, North Carolina and want to encourage contractors to take those shifts. You create a rule where the:
  • Location
    is
    Charlotte
    for the
    Criteria
    .
  • Currencies
    is 
    US Dollar (USD)
    .
  • Shift Strategy
    is
    Dedicated
    .
  • Shift
    is
    Night Shift
    .
  • Shift Differentials
    is enabled and
    Shift Differential Type
    is
    Bill Rate + Rate Differential
    with
    Rate Differential
    is 5.00 for a 5 dollar increase in the hourly rate.
You then select the Bindery Operator job template with shifts selection enabled and select Charlotte as the location. The
Shifts
fields now populate with the information that you specified in the rule.