How to Assign Employee Shifts on the Schedule Menu (New)

Article author
Learning Center Mekari
  • Updated

After you add employees, you can assign schedules to the employees you just added. You can add it to the Schedule submenu.

In the new Talenta schedule view, you can add one-day or multiple-day shifts for employees. You can choose to use Index or Schedule view. In the Index view, you can view and manage the list of employees and their schedules with the same steps as in the old view. Meanwhile, in the Schedule view, you can manage work schedules more easily without having to create a master data schedule, and you can also manage multiple shifts in the Schedule view.

Important
Study the functions of buttons and columns on the Display Menu Time management - Schedule thoroughly before studying this guidebook here.

In addition, you can also edit the shifts that have been made as needed in both views. Here are the steps.

  1. Click “Time Management” menu and then select Schedule.
    pasted_image_0__3_.png

  2. In the Index view, select “Assign schedule” in the name row of the employee whose work schedule you want to manage.
    1.png

    You can filter the schedule that appears by selecting a filter based on Status, Organization, Branch, Job position, Job level, and Employment status on the Filter bar. You can also search for a specific employee's name by using the Search bar. In addition, on the Current schedule line, you can click to review each employee's shift list.

  3. In the pop-up that appears, you can complete the following fields before selecting "Save".
    2.png
    • Employee: Filled with the name of the employee you will assign the shift to.
    • Work Schedule: You can choose the working hours that you have set and made in Settings.
    • Effective Date: You can select the effective start date of the schedule.

      The effective date when assigned must be greater than the most recent effective date ever made.

  4. Apart from that, you can also bulk Assign schedules by checking the Checkbox next to the name, then selecting “Assign schedule”.
    3.png

    You can click on an employee's name to see the history of each employee's assigned schedule and delete assigned schedule.

  5. The same pop-up will appear and you can complete the following fields before selecting "Save".
    4.png

    • Employee: Contains the names of the employees that you have checked. You can add employee name by click “Search employee…”.
    • Work Schedule: You can choose the working hours that you have set and made in Settings.
    • Effective Date: You can select the effective start date of the schedule.
  6. Then, you can upload (import) or download (export) or Schedule spreadsheet with the following buttons.
    5.png
  7. If you choose to download, you can select Export data (get schedule data) or Export template (get schedule template).
    6.png

    The following is a screenshot of the downloaded spreadsheet (xsl.) document.
    1. Export data
    8.png2. Export template
    7.png

This is an explanation of how to assign employee shifts on the Schedule menu. Also learn about other features on the Schedule menu, here.