Shift Roster

Shift Roster Management Guide

This guide explains how to manage employee shift schedules, including assigning shifts, using the weekly view, and exporting shift data.

The “Shift Roster” screen allows administrators to manage and assign shifts to employees. The screen is organized into the following key sections:

Assign Bulk Shifts: Assign multiple shifts to employees for specific dates or periods.
Export: Download shift schedules for reporting or record-keeping purposes in CSV or Excel format.
Filters: Filter the displayed shifts by employee name, department, or view type (e.g., weekly or monthly).

The roster displays a table with the following columns:

Employee: List of employees with their respective roles.
Dates: Days of the week displayed as columns, showing assigned shifts for each day.

To navigate between weeks, use the forward and back arrows at the top of the table.

To assign a shift to an employee:

Click on the + icon for the desired date and employee in the roster table.
Select the appropriate shift (e.g., Morning Shift, Night Shift) from the dropdown.
Save the changes to assign the shift to the employee for the selected date.

Alternatively, to assign shifts to multiple employees, follow these steps:

Click the Assign Bulk Shifts button at the top of the screen.
Fill out the “Add Shift Roster” form with the following fields:
- Department: Select the department to which the employees belong.
- Employees: Choose the employees to whom the shifts will be assigned.
- Employee Shift: Specify the type of shift (e.g., Day Off, Morning Shift).
- Assign Shift By: Choose whether to assign shifts by a specific date, multiple dates, or a month.
- Remark: Add optional comments or notes about the shift assignment.
- Add File: Optionally, attach supporting documents or files.
Click Save to finalize the bulk shift assignment or Cancel to discard the changes.

To export shift data for record-keeping or analysis:

The “Shift Roster” screen provides a weekly view of all assigned shifts, making it easy to adjust and manage schedules. To make changes:

If a holiday is defined, it will be marked in the roster to avoid scheduling conflicts.

Use the “Assign Bulk Shifts” feature to save time when assigning shifts to multiple employees.
Regularly export shift schedules to maintain backups and for reporting purposes.
Double-check holiday settings to avoid assigning shifts on non-working days.

For further assistance, please contact your administrator or refer to the Help Center.