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            Nonstandard Field Service Shifts

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            Nonstandard Field Service Shifts

            Nonstandard shifts in Field Service are shifts not sought by mobile workers for various reasons, such as inconvenient hours or increased workload. Identifying and marking shifts as non-standard helps the shift planner assign shifts in a more equitable and balanced way, which can reduce dissatisfaction and attrition.

            Required Editions

            Available in: Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To view, create, and edit shifts: View, create, and edit on Shifts, Job Profiles, Service Territories, Service Resources, Service Territory Memberships
            To view, create, and edit shift templates: View, create, and edit on Shifts Templates, Job Profiles, Service Territories, Service Resources, Service Territory Memberships

            Marking Shifts as Nonstandard

            • To mark a shift as nonstandard, select the Non-Standard checkbox when creating or editing a shift.

            • To mark a shift template as nonstandard, select the Non-Standard checkbox when creating or editing a shift template.

            Identifying Nonstandard Shifts

            Shifts marked as nonstandard are flagged in the various views. In the shift schedule view and the Gantt, nonstandard shifts are flagged with a red icon.

            In the table view, add the Non-Standard field to see which shifts aren’t standard.

            Note
            Note The Classic Dispatch Console Gantt is a managed package feature.

            Limiting Monthly Nonstandard Shifts

            Managers and planners can restrict how many nonstandard shifts are assigned monthly to each worker.

            1. Specify the maximum number of monthly non-standard shifts in a scheduling constraint on each service resource or service territory.
            2. Create a scheduling rule using the Limit Non-Standard Shifts rule type.

            When assigning service resources to shifts, the scheduling logic looks for individuals that haven’t reached their monthly limit for nonstandard shifts.

            See Also

             
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