After you add employees , you can assign schedules to the employees you just added. You can add it to the Schedule submenu.
On the Calendar view Scheduler page, you can apply more than 1 shift or more (multiple) per day for each employee.
Important
Before studying this guide, learn how to assign employee shifts on the schedule menu here.
- Click the “Time Management” menu and select Scheduler.
You need to set role access for access to the scheduler page first. Learn how here.
- Click the “Schedule” tab, then click “Assign Shift”.
- Click "Select employees".
- Then, the following slider appears, you can select the employee you want to set the shift schedule here.
Information:
No. Column/Button Names Description 1 Select all Select all registered employees. 2 search bar You can search for specific employee names here to select from. 3 Filter Button to filter by Branch, Organization, Job Level, Job Position, and/or Employment Status. 4 Employee list List of employees you can choose from.
- You can choose more than 1 (one) employee name.
- If you click on an employee's name, the employee's name will move to the Employees selected list on the right.5 clear selection Delete all selected employee names. 6 Search bar selected employees You can search for specific employee names that have been selected. 7 Cancel/Submit Button for Cancel action or Submit the selected employee name. - Click "Select shift" , then click "Working shift". Check the shift name that you previously created in the Attendance Settings menu.
- Avoid selecting overlapping shifts.
- You can click "Dayoff" to determine the Day Off shift for selected employees. - You can select maximum 5 shifts by clicking on “Checkbox”.
If your company uses multiple shifts, then you can choose up to 5 shifts a day. However, if the company does not activate the multiple shift feature, then for 1 day you can only choose 1 shift.
- Click "Effective date" of the shift in the Effective Date column.
- Mark Repeat shift if you want the shift pattern you have created to repeat automatically. When you activate it, you can choose to repeat the shift with an end date or without an end date.
- By using the Repeat shift option, the currently running schedule pattern will stop and automatically use the pattern that was created when the effective date was set.
- If you click "Never", the shift pattern will continue to repeat until you assign a shift or create a new schedule.
- If you click "Select date", the shift pattern will continue to repeat until the date you specified arrives.- Click "Save" if the Assign shift is correct.
- Then the shift you make will be like the following.
If the user assigns a shift to a date that already has Attendance, Time off, or Overtime data, the shift will not change and will continue to use the old shift.
- Or you can also assign or remove shifts in bulk by checking the checkbox next to the employee's name then clicking "Bulk Action", and following the same steps in point no. 5-10.
If you delete using bulk remove, then the deleted data shift will follow the selected date range.
- You can also edit shifts that have been created by hovering over the shift date and clicking the “Edit” icon.
- Then select Shift and click “Edit shift” to change shifts.
Click "Delete shift" if you want to delete the shift. If there has been a change in attendance data on that date for the selected employee, the shift cannot be deleted.
- Apart from that, you can also add shifts (Add shift) by clicking the “Plus” icon that appears when you hover over one of the shifts.
- Select the Shift you want to add and click “Add a shift”.
- Then the shift was successfully added.
This is a guide on assigning single and multiple shifts to the scheduler calendar view. You've also learned how to add, edit, and delete shifts. Furthermore, you can learn how to manage other sub-menus in Time Management, namely Calendar here.
- Click "Save" if the Assign shift is correct.
