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Plan shifts with a roster

A roster sets an employee's shift, or a week off, for specific dates. Roster entries override the employee's base shift and week-off pattern.

Before you start​

  • The employee's attendance group has Shift roster applicable turned on, and its shift group has Shift roster applicable turned on. Otherwise you see "Shift roster not applicable for this employee".
  • The employee has a base shift.

Change one employee's roster​

  1. Go to Shift configuration → Shift roster.
  2. Choose the Employee and the From date and To date, then select Go. The allowed range is shown, for example "Allowed range: 7 days back and 30 days future from today".
  3. For each Date, choose a Shift or Weekoff.
  4. Save. You see "Roster change sent for approval. It applies once approved."

Switch between Calendar View and Detailed View to review the month.

Upload a roster​

Select Bulk Upload to upload many employees' rosters from a file.

Approve roster changes​

Approvers open Shift roster approvals. Waiting for me lists changes waiting for you; Raised by me lists your own. Each shows the employee, the Changes and who Requested by. Approve or reject; use View approval workflow to see the steps.

Rules​