This guide will assist you in setting up the shift schedule.
Note: To setup a shift, ensure that you have created the shift under Shift Maintenance & the rules under Rule Maintenance.
To setup the shift schedule, click on Human Resource > Shift Schedule under Attendance Management.
Click on Add New at the top right corner to create a new shift schedule.
There will be 3 ways for the shift to be assigned to the employee.
First one would be Standard where it is more suitable for office or companies that has a fixed schedule throughout the entire year.
Second one would be Roster, this is more suitable for office with contract workers or restaurants with alternating schedules on a monthly basis.
Third and last one would be Flex, this is also suitable for restaurants or companies with daily / weekly alternating schedules.
Select your preferred method of schedule wizard and click on Next.
Click on Employee to select the employee that you would like to create the schedule for.
Select the Year and the Options (Optional)
Select the preferred method of batch creation for the shift, either by Shift for each month or Shift for each week’s day.
Select the month.
Select the day you would like to assign a shift and select the shift along with the rule that you would like to assign.
Once done, click on Apply to create the shift schedules.
There will be a confirmation message, click on Confirm to apply the shift into the schedule.
The shift would then be created.
END OF GUIDE
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