Evo Navigator is the home screen you see when you log in to Access Evo. Quick Sections are panels on Evo Navigator that show live information, so you don't need to complete a form or open another part of the system.
A shift is a block of working time, such as Early, Late or Night. A shift cycle is a repeating weekly pattern of shifts that you assign to employees. You can use the Shifts & Shift Cycles quick section to view, add and manage both.
You need permission to manage shifts and shift cycles, such as a Human Resources (HR) administrator or manager role.
Show Shifts & Shift Cycles on Evo Navigator
Shifts & Shift Cycles doesn't appear on Evo Navigator until you add it. You can add it from Quick Sections Preferences:
Click Quick Sections Preferences in the Quick Sections area of Evo Navigator.
Enter Shifts & Shift Cycles in the Search bar, or select PeopleHR in the product filter.
Select Shifts & Shift Cycles to add it to Evo Navigator.
Understand the shifts list
The Shifts tab opens first and lists every shift for your organisation, under the subtitle 'Define individual shift types used across shift cycles.' To find a shift, enter its name in the Search shifts field. The list has these columns:
Column | What it shows |
Name | The shift name, with a colour and clock icon, such as Early, Free, Late or Night. |
Company | The companies the shift applies to. ALL means every company. |
Location | The locations the shift applies to. ALL means every location. |
Department | The departments the shift applies to. ALL means every department. |
Job Role | The job roles the shift applies to. ALL means every job role. |
In use | A tick shows the shift is active and available for shift cycles. |
Employee count | The number of employees on this shift. |
Assigned | Yes when someone has this shift. |
History | Click the clock icon to see changes to the shift. |
Add a shift
You can add a new shift type in three steps:
Click + Add Shift.
Enter a name in the Name field and any other shift details or components you need.
Click Add Shift.
Click Cancel to close the form without saving. The form has these fields:
Shift detail | Required | What to add |
In use | No | Turn this on to make the shift available for shift cycles. It starts on. |
Name | Yes | A clear name, such as Early, Late or Night. |
Description | No | More information about the shift. |
Shift Colour | No | A colour that marks the shift on the calendar, or No colour. |
Hours Worked | No | The hours in the shift, such as 7.5. |
Days | No | The number of days the shift covers. It starts at one. |
Start & End Times | No | The start and end times of the shift. Click + Add time pair to add more times for a split shift. |
Break Duration | No | The length of the break, such as 30 minutes. |
đ Note: A new colour only applies to days you plan after the change. Days you've already planned or published keep their old colour.
Understand the shift cycles list
The Shift Cycles list sits below the shifts, under the subtitle 'Configure recurring weekly shift cycles and assign them to employees.' It has the same columns as the shifts list, and a calendar icon marks each cycle. These controls sit above the list:
Control | What it does |
Add Cycle | Opens a form to create a new shift cycle. |
Seed from work pattern | Fills a new shift cycle from an existing work pattern. |
Search shift cycles | Filters the list by name as you type. |
Add a shift cycle
You can build a weekly rota from your shift types:
Click + Add Cycle.
Enter a name in the Name field, and a description if you want one.
Select a shift for each day of the week in the Weekly Schedule.
Click + Add Week to add more weeks for a rotating pattern.
Click Add Cycle.
When you select a shift for a day, Evo Navigator fills in the Hours, Days, Start, End and Break fields from that shift and locks them. The total hours for each week show at the top right of the week.