How to set and track alerts in Shift Management

Alerts help identify violations in shift plans, such as exceeding weekly hours or scheduling work on holidays.

Administrators can configure alerts as visual (yellow) or blocking (red).

Blocking alerts prevent a schedule from being published until the conflict is resolved.

Key actions or configuration

1. Open the schedule
   • Go to Configure > Schedules and select the desired schedule, you can identify it by the title below the Schedule Name (it will be as Shift).
   • Or, click the gear icon (Settings) in the upper-right corner of the Shifts page to open the settings tab.
     
     
      
2. Configure alerts
   • Open the Alerts tab.
   • Toggle each alert on to enable it and tick the Blocking column if you want to block publication when the condition occurs.
   • Available alerts include:
     • Weekly contracted hours – shows an alert when planned hours exceed the employee’s contracted weekly hours.
     • Cross shifts interval – triggers when there are fewer than 11 hours between two shifts for the same employee.
     • Working on holidays – warns when a shift is scheduled on a day marked as a holiday.
     • Working during night shifts – warns when a shift is scheduled during the night period defined in the employee’s pay policy.
   • Click Save after configuring; the changes apply immediately.
     
     
3. Monitor alerts
   • When planning shifts, alerts appear in yellow (visual) or red (blocking) next to the employee’s name or in the shift cell.
     
   • Click the “!” icon in the upper‑right corner of the screen to open the full list of alerts. Alerts are grouped by type and show their colour (visual or blocking).
     
   • If blocking alerts exist, a message indicates the number of conflicts; the schedule cannot be published until they are resolved.
     
     

Tips or troubleshooting

• Adjust shifts or redistribute hours among employees to remove red alerts before publishing.
• Remember that holidays come from the Holidays groups; create complete holiday groups so the holiday alert identifies days correctly.
• If the cross‑shift alert keeps firing, review the start and end times of your shifts.

Best practices

• Use alerts as a preventative tool; enable all of them and mark only the most critical ones as blocking.
• Review alerts before publishing; small adjustments can avoid rework and employee confusion.
• Keep night‑shift policies and contracted hours up to date in employees’ profiles.

Frequently asked questions

1. Does a blocking alert always prevent publication?
   Yes. A schedule cannot be published while a blocking alert exists.
2. Where do I adjust the minimum interval (11 hours) between shifts?
   The interval is fixed by the Brazilian regulation and cannot be changed; ensure your shifts include at least 11 hours between them.
3. Are alerts available in all plans?
   No. Alerts are available only in plans that include Attendance + Shift Management.