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Configuration: Work Types & Shifts ​

This guide covers the scheduling building blocks — how someone works (work type), when they work (shift), on what terms (employee type), and the patterns that alternate between them.

These are reached from Settings → Employee. They sit in the Settings screen, but they are configuration rather than administration: almost every other module reads them.


Purpose ​

This answers: "What working arrangements exist in this organization, and what does a normal day look like for each?"


The Building Blocks ​

ScreenWhat one record isExample
Work TypeA category of working arrangement.Office, Remote, Hybrid, Field
Employee TypeAn employment basis.Permanent, Contract, Intern, Probation
Employee ShiftA named schedule.Day Shift, Night Shift, Weekend Shift
Employee Shift ScheduleOne day within a shift.Day Shift · Monday · 09:00–17:00
Rotating Work TypeA pattern alternating between work types.Office ↔ Remote
Rotating ShiftA pattern alternating between shifts.Day ↔ Night

Work Type ​

A work type is a name plus the companies it belongs to. The same name cannot exist twice within one company.

Work types appear on employee work information, on job openings in Recruitment, and as a condition on payroll rules. Employees can request to change theirs — see Employee: Shift & Work Type Requests.

Employee Type ​

The same shape: a name and its companies, again unique within a company. It records the basis on which someone is employed, and is available as a filter and a rule condition throughout the system.


Employee Shift ​

A shift is the schedule an employee is measured against.

FieldNotes
Shift nameWhat it is called.
Weekly full timeHours making up a full week. Defaults to 40:00.
Full timeHours making up a full month. Defaults to 200:00.
Grace timeAn allowance applied to this shift's check-ins or check-outs, chosen from the grace times defined in Attendance settings.
CompanyThe companies the shift belongs to.

Employee Shift Schedule — the days within a shift ​

A shift on its own has no daily hours. Those come from its schedule: one record per day of the week.

FieldNotes
Shift and DayWhich shift, and which weekday. One record per shift and day.
Minimum Working HoursThe hours that count as a full day for that weekday. Defaults to 08:15.
Start Time and End TimeThe working window.
Night ShiftSet automatically — a schedule whose end time is earlier than its start time is treated as crossing midnight.
Enable Automatic Check OutWhether GoldServe checks the employee out on their behalf if they forget.
Automatic Check Out TimeThe time it does so.

A shift with no schedule for a given day gives that day no expected hours, which is how days off inside a shift are expressed.

What shifts drive ​

  • Attendance compares each day's worked hours against that day's minimum, and flags late arrivals and early departures against the start and end times. See Attendance: Clocking In & Out.
  • Payroll copies an employee's shift onto their contract, and allowance and deduction rules can be conditioned on it. See Payroll: Contracts.
  • Leave and holidays interact with it: a day that falls on a holiday or a company off-day is not held to its minimum hours.

Rotating Work Type & Rotating Shift ​

A rotating pattern alternates an employee between two or more work types, or two or more shifts.

FieldNotes
NameWhat the pattern is called.
Work Type 1 / Shift 1, Work Type 2 / Shift 2The first two steps of the cycle.
Additional stepsFurther work types or shifts, for cycles longer than two.

A rotating work type must not repeat the same work type back to back — the pattern has to actually alternate.

Defining a pattern does not put anyone on it. Assigning employees, and choosing the cycle (after so many days, weekly, or monthly), is done on the assignment screens in the Employee module — see Employee: Rotating Shift & Work Type Assignment.


What Each User Sees ​

ActionEmployeeReporting ManagerHR Administrator
See their own work type and shift on their profile✅✅✅
Request a different shift or work type✅✅✅
Create or edit work types, employee types, shifts, and schedules——✅
Define rotating patterns——✅

Work types and shifts can also be created on the fly from an employee's work-information form by anyone able to edit it, without coming to Settings.


How Visibility Is Decided ​

  1. Permissions. Each screen needs its own permission, and each is listed in the Settings menu only for those who hold it.
  2. Company. Work types, employee types, and shifts belong to one or more companies and follow the company switcher. A name only has to be unique within a company, so two companies can each have their own "Day Shift".

Good to Know ​

  • A shift without a schedule does nothing. Creating "Night Shift" and stopping there leaves it with no hours, no start time, and nothing for attendance to check against.
  • Minimum hours are per weekday, not per shift. A shorter Friday is expressed by giving Friday its own lower minimum.
  • Night shifts do not need declaring. An end time earlier than the start time is enough for GoldServe to treat the schedule as crossing midnight.
  • Automatic check-out is a safety net, not a policy. It closes off a forgotten check-in at a fixed time rather than leaving the day open-ended.
  • Records in use are protected from deletion. A work type or employee type on somebody's work information cannot be removed, and neither can a shift that still has a schedule attached.