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1. Overview of the Shift Roster
The Shift Roster Submodule provides an efficient way to manage and assign employee work shifts. It features tools for bulk shift assignments, exporting shift schedules, filtering and searching, and tracking shift change requests.
2. Accessing the Shift Roster Dashboard
Navigate to the HR section in the left-hand menu.
Click on Shift Roster to open the Shift Roster Dashboard.
Features of the Shift Roster Submodule
The dashboard displays a weekly view of employee shifts, with options for adding or updating shifts.
a. Shift Roster Landing Page
The Shift Roster landing page provides a detailed overview of the shift schedule for the week.
Columns: Days of the week (e.g., Monday, Tuesday).
Rows: Employee names and their assigned shifts.
Icons and Highlights:
Violet Plus (+): Assign or update a shift.
Leave Highlight (Day off) : Displays when an employee is on leave.
b. Assign Bulk Shifts
Click the "Assign Bulk Shifts" button to assign shifts to multiple employees.
Select employees, dates, and shifts.
Click "Save" to apply the bulk shift assignment.
c. Update Shift
Click on the "+" icon for a specific employee and day.
The Update Shift form will open.
Fill in the details:
Employee Shift: Select a shift type or mark the day as a day off.
Remark: Add a note about the shift (optional).
Attach File: Upload relevant documents if necessary.
Click "Save" to update the shift.
d. Export Shift Data
Click the "Export" button to download the shift roster in an Excel format for record-keeping or reporting purposes.
e. Search and Filter
Use the search bar to find specific employees or shifts.
Apply filters to narrow down the shift data based on:
Employee
Department
Employee Shifts
f. Tabs and View Options
i. Weekly View (Summary Page)
Displays a detailed shift schedule for the week.
Navigate between weeks using the arrows or date selector.
ii. Shift Change Requests
Click the Shift Change Requests icon to view all employee-initiated requests for shift changes.
The Shift Change Requests Page displays:
Employee Name
Current Shift
Requested Shift
Reason for the change
Request Status
4. Key Functionalities
Shift Status and Highlights
Shifts are color-coded or marked to indicate their status:
Empty Slot: Violet "+" icon.
Day Off or Leave: Marked as "On Leave" with a note of the leave type.
Actions for Shift Change Requests
View Request: Review the reason and details of the shift change request.
Approve or Reject: Update the status of the request based on feasibility.
5. Best Practices and Tips
Use the Assign Bulk Shifts feature to save time when scheduling shifts for multiple employees.
Review Shift Change Requests regularly to ensure roster accuracy.
Utilize the Export functionality to maintain records or analyze shift trends.
Apply filters and search options to quickly locate specific shifts or employees.
Thank you for using the Shift Roster Submodule!
For further support, contact us at support@projeni.com or visit the Help Center.
