Build Repeating Shift Patterns
Save time creating shifts by defining commonly used patterns of shifts in Field Service. Create templates that define the start time and job profile. Then build a pattern that lists the shift templates to use each day.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. Shift Scheduling and Workforce Engagement are available in Enterprise, Performance, and Unlimited Editions. |
Your team can use the New from Pattern action to quickly create shifts from templates. First, you build the templates and shift patterns.
Build a daily pattern of shift templates for your delivery workers. For example, a restaurant has a morning, afternoon, and evening delivery shift.
First, add shift templates with the following details:
| Template Name | Job Profile | Start Time | Duration |
|---|---|---|---|
| Delivery, Morning | Food delivery | 6:00 AM | 8 |
| Delivery, Afternoon | Food delivery | 12:00 PM | 8 |
| Delivery, Evening | Food delivery | 4:00 PM | 8 |
Next, create a shift pattern.
| Field | Value |
|---|---|
| Shift Template Name | Daily delivery shifts |
| Pattern Length | 1 |
For the shift pattern entries, add the morning, afternoon, and evening delivery shift templates. Because the pattern is for a single day, the Day Position is one for each of the templates. When the shifts are created, you can optionally assign a service territory and service resource to the shifts. You can’t assign multiple territories or resources, so we recommend keeping the patterns fairly simple.
Build a five- or seven-day pattern of shift templates for your regular hours. A hotel staffs a front desk clerk each day from 8:00 AM to 4:00 PM and from 4:00 PM to 12:00 AM. On Thursday, Friday, and Saturday there’s an extra shift from 12:00 PM to 8:00 PM.
First, add shift templates with the following details:
| Template Name | Job Profile | Start Time | Duration |
|---|---|---|---|
| Desk, Morning | Front desk | 8:00 AM | 8 |
| Desk, Evening | Front desk | 4:00 PM | 8 |
| Desk, Weekend Surge | Front desk | 12:00 PM | 8 |
Next, create a shift pattern.
| Field | Value |
|---|---|
| Shift Template Name | Front desk shifts, Weekly (Monday) |
| Pattern Length | 7 |
For the shift pattern entries, add the morning, afternoon, and weekend shift templates.
- Add the morning shift seven times, iterating through the day positions 1 through 7.
- Add the evening shift seven times, iterating through the day positions 1 through 7.
- Because the pattern starts on Monday, add the weekend surge shifts for Day Position four, five, and 6.
You now have a shift pattern that creates 17 shifts per week.
- Create Shift Templates
Use shift templates to help manage your team’s schedule. Store the details of commonly used shifts such as the duration, start time, and job profile. - Create Shift Patterns
Create shift patterns that store commonly used sets of shifts. Your team can use the New from Pattern action to quickly create shifts from templates.
