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Shift Management

Updated 1 day ago 3 min read

Overview

The Shift Management module enables administrators to create shift schedules, define shift templates, organise employees into schedule groups, manage work areas, and configure shift assignments. It supports flexible scheduling with configurable limits and work hour tracking.

Accessing Shift Management

Navigate to HR > Shift in the sidebar.

The shift management page is organised into the following tabs:

Tab Description
Schedule Groups Manage groups of employees for scheduling
Templates Create reusable shift templates
Areas Define work locations/areas
Assignments Assign shifts to employees
General Settings Configure global shift settings

Schedule Groups

Overview

Schedule groups organise employees into teams for shift scheduling purposes. Each group can have its own eligibility rules, limits, and work hour configurations.

Creating a Schedule Group

  1. Click Add Group.
  2. Fill in the group form:
Field Description
Title Name of the schedule group
Open Shifts Whether shifts in this group are open for self-assignment
  1. Save the group.

Group Configuration

Each schedule group has additional configuration options:

Eligibility

Control which employees and managers belong to the group:

Tab Description
Employees Select employees eligible for shifts in this group
Managers Select managers who can oversee this group

Limits

Configure scheduling constraints:

Setting Description
Minimum Break Hours Enforce a minimum rest period between shifts
Maximum Shift Length Cap the duration of a single shift
Monthly Hours Limit Limit total hours per month (custom value or from working pattern)
Night Shift Settings Define night shift time windows and overlap rules

Work Hours

Track and configure expected work hours per month/year for the group.

Shift Templates

Overview

Shift templates define reusable shift configurations that can be applied when creating schedules.

Creating a Template

  1. Click Add Template.
  2. Fill in the template form:
Field Description
Name Template name
Description Brief description of the shift
Category Classification (e.g., general, night, weekend)
Start Time Shift start time
End Time Shift end time
Unpaid Break Start Start time of unpaid break
Unpaid Break End End time of unpaid break
Default Area Default work area for this template
Schedule Group Associated schedule group
  1. Save the template.

Actions

Action Description
Edit Template Modify an existing template
Delete Template Remove a template

Areas

Overview

Areas represent physical work locations or zones where shifts take place.

Creating an Area

  1. Click Add Area.
  2. Fill in the area form:
Field Description
Title Area name
Street Street address
City City/town
Post Code Postal/ZIP code
Country Country
  1. Save the area.

Actions

Action Description
Edit Area Modify area details
Delete Area Remove an area

Assignments

Navigate to HR > Shift > Assignments.

Assign shifts to employees based on templates, groups, and areas. The assignment view allows scheduling employees across dates and shift patterns.

General Settings

Navigate to HR > Shift > General Settings.

Configure global shift management settings that apply across all groups and templates, including default behaviours and notification preferences.

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