Roster

1. Prerequisites

Before using the Roster, it is advisable you create the following:

• Shift Type

• Shift Assignment

2. How to Use the Roster

1. To visit the Roster, go to https://<sitename>/hr/roster. For example, if my site name is https://frappeio.frappe.cloud, the Roster can be accessed from https://frappeio.frappe.cloud/hr/roster

   
   

   
   

2. You can use the search bar to search for employees. You can also filter shifts by company, department, branch, designation, and shift type.

3. Click on a shift to view it in detail, update, or delete it. Or, click on the plus button in a cell to create a shift corresponding to that date and employee.

   
   

   
   

   The user has the option to turn shifts spanning over a week into repeating shifts. This can be done by selecting specific days from the Repeat On Days field and setting the Frequency field—which represents the frequency of repetition. Doing so will create a Shift Assignment Schedule with the selected details.

   
   

   
   

4. Shifts can be dragged and dropped to move them. Dropping a shift on another will swap it with that one.

   
   

   
   

3. Related Topics

1. Shift Type

2. Shift Assignment

3. Shift Assignment Schedule