Shift Assignment

Introduction

The Shift Assessment feature allows you to manage your employees' shift assignments effectively. This user manual provides instructions on how to assign shifts and how to import shift assignments from an Excel sheet.

Shift Assignments

The grid displays the assigned shifts in dark shade.The "Default Shift" refers to the shift selected in the employee editor screen, which acts as the fallback shift if no specific shift is entered for a particular date. To assign a shift for a time period and number of employees, click the "Shift Assignment" button and fill out the form.

Assigning Shifts from the Grid

• Click the "Edit" button in the grid for the desired row.
• Select the shift you want to assign for the employee and date in the selected row.

Assigning Shifts for Multiple Employees and Date Range

• Click the "Shift Assignment" button.
• Select the desired date range for the shift assignment.
• Choose the shift to start the assignment.
• Select the employee groups to include in the assignment.
• The next page will list all employees under the selected groups.
• Uncheck the checkbox for any specific employees you want to exclude from the assignment.

Shift Import

To import pre-filled shift assignment data from an Excel sheet, follow these steps:

• Download the Excel template provided by the application.
• Fill in the shift data accurately and completely in the template.
• Save the Excel sheet.
• Click the "Import Shift" button.
• Follow the instructions to upload the Excel template containing the shift data.
• The application will process the data and assign shifts if all records are valid. If any invalid records are found, the operation will be aborted.

Note: Make sure the shift data in the Excel template is accurate and complete before importing. It is recommended to review and verify the data before proceeding with the import.