Shift Management Module

Step 1: Create Work Shift

Go to the Shift Management module and click on the Create Work Shift sub-module. Enter the following details:
- Overall Shift Name
- Is Flexible (Yes/No)
- Weekly Off Time (Fixed/Rotational)

Note:
If Weekly Off Time is set to Rotational, then rotate shift in days and weekly off in days should be entered.
Create Work Shift

Step 2: View Existing Work Shift Details

To view existing work shift details, click on the Work Shift Details option in the side menu.
Work Shift Details

Step 3: Auto-Shift Settings

Go to Auto-Shift Settings from the side menu, select the staff name, apply filters, choose the shift, weekly off date, and shift start date, then click Save to save the record successfully.
Auto-Shift Settings

Step 4: Creating Shift Schedules

Go to Create/View Shift Schedule from the side menu, select the staff name from the dropdown, and click the Filter button.
Create Shift Schedule

Step 5: Generate Shift

Click the Generate button to automatically create shift schedules.
Generate Shift

Step 6: Regenerate Shift

If any changes are made in Auto-Shift Settings, click Regenerate Shift to update the shift schedule.
Regenerate Shift

Step 7: Creating Manual Shift Management

Go to Manual Shift Management from the side menu, select the Overall Shift Name from the dropdown, enter the From Date, and click the Filter button.
Manual Shift Management

Step 8: Applying Manual Shift

Select the desired shift, tick the employees to apply it to, Apply Manual Shift then scroll down and click the Save button to save the record successfully.
Apply Manual Shift