Define shifts for your workplace

Define shifts in Workplace Core with specific schedules so you can designate areas or workplaces and assign employees for each shift.

Before you begin

• Providing your workplace data.
• Ensure you have the following information:
  • Appropriate shift schedules
  • Data of the employees who would operate from the office in this shift
  • Data of the workplaces to be made available for this shift

Important:

Starting with Workplace Core (sn_wsd_core) version 2.1, all updates and new features are available only on the Workplace Service Portal. The workplace services provided by ServiceNow® are removed from the Service Portal on Workplace Core (sn_wsd_core) beginning with version 2.1. To configure the Workplace service catalog in the Service Portal, see Configure a catalog in Service Portal.

Role required: sn_wsd_core.workplace_manager

About this task

Workplace managers can later reserve workplaces for employees according to the shifts assigned to them.

If your organization does not organize work in shifts, you can use the general shift schedule that is available with the application by default.

You can also access the Shift form by navigating to Workplace Safety Management > Shift Management > Create New.

Procedure

1. Navigate to Workplace service portal > Workplace Service Portal Home.
   Note:

   You can also raise a request from the Employee Center. On the home page, navigate to Workplace > Browse all Workplace and select the workplace service.
2. Open the Site safety category.
   1. Select Catalog.
   2. Select Browse by Categories.
   3. In the Workplace Services Catalog, select Site safety.
      Note:

      If there are multiple catalogs configured on the portal, go to the Catalogs list and select Workplace Services Catalog > Site safety.
3. Select Add a shift.
4. On the form, fill in the fields.

   Table 1. Shift form

   Field	Description
   Name	Name of the shift, for example, Morning Shift.
   Schedule	Schedule for the shift. For a general shift schedule, select General shift. For more information about how to create a shift schedule, see Define a schedule.
   Owner	Shift owner who monitors activities during this shift.
   State	Status of the shift. Choose one of the following values: Draft: Indicates that the shift details are incomplete. Ready: Indicates that the shift is ready for assignments. Cancelled: Indicates that the shift is cancelled.
   Start	Date from which this shift is active.
   End	Date until which the shift is active.
   Region	Region of the workplace site.
   Site	Site location of the office campus.
   Campus	Name of the campus in which the office building is present.
   Building	Name of the building in which the office floor is located.
   Floor	Name or number of the floor where the area is located.
   Area	Area that is active for operation and use during this shift.
   Users	Employees assigned to this shift. This field appears only on Workplace Service Portal.
   Locations	Workplaces available for reservation during this shift. This field appears only on Workplace Service Portal.

   Note:

   • If this shift is applicable to all office buildings on your campus, you can leave the Building, Floor, and Area fields empty. The shift and its schedule will be automatically applied to all the records of buildings, floors, and areas associated with this campus.
   • When an employee requests to make a reservation with shifts, only shifts that are active on the dates that the employee selected are displayed on the reservation form.
5. Select Submit.
6. If you accessed the Shift form from Workplace Service Portal, on the verification page, you can define another shift or view all the existing shifts.

   Option	Action
   Define another shift	Select Add another shift.
   View all existing shifts	Select View all shifts.

Result

The shift is added to the list of all shifts that you can view by navigating to Workplace Safety Management > Shift Management > All.

If you want to delete a shift, perform the following actions:

• Navigate to Workplace Safety Management > Shift Management > All and select the shift that you want to delete.
• On the form, clickDelete.
• In the confirmation window, click Delete.

  The shift is deleted.

What to do next

If you created the shift using Workplace Service Portal, you can directly create workplace reservations.

You can configure other information such as employees, workplaces, and maintenance tasks associated with this shift later.

• Assign more employees to a shift.
• Associate more workplaces with a shift.
• Associate tasks with a shift.