Roster
1. Prerequisites
Before using the Roster, it is advisable you create the following:
2. How to Access the Roster
To access the roster, go to:
Home > Human Resources > Shift & Attendance > Roster
You can also access it directly from https://
3. Features
3.1 Calendar View
The Roster features the visualization of Employee - Shift, Leave, and Holiday mapping in an Employee vs Day of the Month representation.
3.2 Searching and Filtering
You can use the search bar to search for employees. You can also filter shifts by company, department, branch, designation, and shift type.
3.3 Creating Shifts
Click on the plus button in a cell to create a shift corresponding to that date and employee. The roster allows for two types of shifts to be created.
Regular Shifts
Creating a regular shift results in the creation of a single Shift Assignment. Shifts spanning a week or less are automatically created as regular. For shifts spanning over a week, the user will have to select all days from the Repeat On Days field, under Schedule Settings, to ensure that a regular shift is created.
Repeating/Scheduled Shifts
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.
3.4 Viewing and Updating Shifts
Click on a shift to view it in detail. Edit its values and click on 'Update' to update it.
3.5 Deleting Shifts
Click on the Delete button to delete a shift. This presents the user with three options:-
Shift for [Date]: Delete the shift only on that date. This is done by updating the Shift Assignment and creating another one if needed.
All Consecutive Shifts: Delete the Shift Assignment altogether.
Shift Assignment Schedule: Delete the Shift Assignment Schedule and all the Shift Assignments associated with it.
3.5 Moving and Swapping Shifts
Shifts can be dragged and dropped to move them. Dropping a shift on another will swap it with that one.
