You can assign a set of employee/s to cover each shift depending on the schedule you choose.

To assign a shift, follow the below steps:


On the Home Page click “Transactions” 

 

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Scroll down to Time Tracking, Management 

Click “Shift/Rostering”. 

 

 

Click “Assign Shifts”  

 

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Select the “Calendar year”.  

Select the “Month”. 

Choose the “Criteria”. 

 

Select specific criteria or click on “Select All”. 

 

Click “Add and Apply Criteria”. 

 

The fields and the criteria chosen will be displayed. 

 

Select the Template, update the data, and save it to the local drive. 

Click “Choose file option. 

Click “Import”.  

The shift will be assigned. 

Click “Export” to view the shift assignment. 

 

 

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(If the location has cut-off days, please refer to the below path to assign the shift location-wise.) 

 

Click “Location-wise Shift Import”. 

Select the “Month”. 

Select “All” or select the criteria. 

Click Add Criteria. 

Click “Template”.  

Update the file and save it to the local drive. 

Click “Choose File”. 

Click “Import. 

The shift will be assigned. 

Click “Export” to view the shift assignment location-wise. 

 

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For Location wise Shift Import

Select the "Calendar year" from the drop-down.

Select the "Month".

Select the "Branch" from the drop-down.

Update the file and save it to the local drive. 

Click “Choose File”. 

Click “Import. 

The shift will be assigned.