Settings: general, breaks, holidays, work locations and shifts
What you set per location under Settings: break times, holidays, work locations and shifts, and what Teamlead arranges for you.
Under Settings, you record the fixed rules of a location. You open them via the gear icon at the top right. Everything applies to the location you selected at the top.
General
Here you see the Name, Working days and Opening hours of the location. You cannot change them yourself. Email support@teamlead.io if something needs to change.
Breaks
- Click Breaks and then New break.
- Enter a Name, for example Lunch.
- Under Skill, choose a skill of the Break type.
- Fill in the Minimum number of working hours on a day before this break applies.
- Under Time slots, use Add to add one or more time slots in which the break may fall. With more time slots, not everyone has their break at the same time.
- Click Create.
Two breaks on the same day may not fall at the same time. If they overlap, you get a message.
Holidays
- National holidays are already there, based on your organisation's country. Choose the Handling for each holiday: Hide, Show or Show and clear schedule.
- Show marks the day and leaves the schedule in place.
- Show and clear schedule clears the schedule on that day, even if it was already published. There is also no automatic scheduling on that day. If you set the handling back to Show, the shifts are back.
- You add your own day off, such as a closing day, with New holiday. As the Type, choose Yearly date, Yearly day or Single date.
Work locations
You create work locations such as office and home with New work location. Read more in Locations and work locations.
Shifts
You only see this tab if Teamlead has turned on shifts for your location. With New shift, you create a fixed shift:
- fill in Name, from and to;
- choose the Days and the Breaks that belong to the shift;
- turn on Preferred option for normal shifts. Shifts without this tick, such as night shifts, are only scheduled when there is understaffing.
New employees automatically get all shifts with Preferred option. In the profile, you choose per day which shifts someone may work.
Good to know
- All times are in your organisation's time zone.
- You find connections and the leave balance under Connections.