employee shift roster

EMPLOYEE ROSTER

AGENDAo Create a New Shift

o Active/De-active existing shift

o Create a New Shift Group

o Add shift in existing shift group

o Employee Roster Interface

• Assign Shift

• Assign Shift Group

• Assign Rotational Plan

• Assign Weekly-off Plan

• Assign Holiday Set

Time for Answer your question

LET STUDY ABOUT SHIFT

Learn how to CREATE a new shift

Learn how to ACTIVTE / DE-ACTIVE the shift

Home Page of Cloud Application List of Interface to create/modify - Shift/weekly off/ holiday set

Flow to create a new shift o Click on Add button

to create a new shift

Create A New Shift

o Fill out details in the mandatory column

o Set the standard timing for a new shiftClick on ‘Add’ Icon

to enter the data o By click on update button, minutes (mins) column are auto-compute

o By Click on Save button a new shift will be create

Save Notification display

By default, Active button always check

Active / De- Active a shift Master

Flow to Active/De-active shift

o Click on Search button, for the information of existing shifto In single click, User can select the shift for the changes in existing shift

o By click on save button, a shift is active

o Click on Active button

To activate a shift :


It include, shifts which are already created User can also edit the shift

timing

*Same process to de-active the shift

SHIFT GROUP

CREATE a new Shift Group

ADD shifts in existing Shift Group

Flow to create a new shift group

o Click on Add button to create a new shift group

Create A New Shift Group

o Fill out detail the mandatory columno Select the shift from grid

o Click on update button

o By Click on Save button a new shift group formed


Click on Add Icon to insert the data

User can edit or delete the update shift and Add more shift

in a particular shift group

ADD shifts in existing shift group

Flow to Add shift in existing shift group

o Click on Search button, it display shift template o Type the shift group, in which user wants to add more shifts or edit that particular shift group


o Select the shift from grid o Click on update button, it show updated shift in grido By Click on Save button a new shift group formed

o Click on Add Icon

Admin User / Payroll User can

define employee roster

Based on Employee

IN Time system considered the

nearest shift

Learn how to define Shift to employee(s)

Home Page of Cloud Application

EMPLOYEE ROSTER INTERFACE (way to select the criteria) Step to select employee(s) to assign the shift :-

User choose all employee :

o Click on save button, display list of employee

o At the time, User select all employee, Filter (Search on) was disable

o From the list, user can choose all employee or select the respective employee(s)

User can select all the employee or use Filter ‘Search on’ for selected employee(s)

List of employee display

o By click on Show Existing button Selected employee(s) data move in Shift, Weekly-Off, Holiday Tabs

Admin/user can export data in excel

Contain already define shift to respective employee(s)

SHIFT INTERFACE

FLOW TO ASSIGN SHIFT

Step to assign shift to respective employee(s):-o By default, Shift

radio button already selected

o Select another shift from grid

o Set the w.e.f date from grid

o At time, user Click on update button. Updated shift save


Updated shift display here

FLOW TO ASSIGN SHIFT GROUP

Step to assign shift group to respective employee(s):-o Firstly, Click on

‘Shift Group’ radio button

o Select another shift group from grid

o Set the w.e.f date from grid

o At time, user Click on update button. Updated shift group save


Updated shift display here

FLOW TO ASSIGN SHIFT in Advance

Step to assign shift to respective employee(s):-o Click on Advance

Tabo Set w.e.f date

from grido Choose rotation

plan from grid

o Select frequency

o Click on New button, to enter data

o Enter data from grids to set a rotational shift


To Be Continue from previous slide

o After enter the data for rotational shift

o Then, Click on ADD button. It display a row with updated shift o User can edit or delete the data and also insert a new row of shift

o Click on update button, it save the user updated rotational shift

RANGE (To set the time for the shift)

Step to assign shift to respective employee(s):-


o Click on Range Tab

o Set the duration of time (i.e., From – To date)

User can choose the duration, either for shift or shift group

o Click on update button to save the updated data

o Choose the shift from grid

WEEKLY-OFF PLAN User can set weekly-off plan to respective

employee(s) according to ?????

In Range, user can set the duration (From – To Date) for the holiday set defined to respective employee(s)

o 1,4th Saturday & all Sunday

o All Tuesday

i.e.,

WEEKLY-OFF PLAN


Step to assign weekly-off plan to respective employee(s):-o Select respective

employee(s) and click on show existing button

o In General, choose Weekly-Off Plan from grid

o Set w.e.f date from grid

o By Click on update button, it save the updated plan

o Click on Weekly-Off Plan Tab

User can export data in excel

Step to assign weekly-off plan to respective employee(s):-o Click on Range

Tabo Set the duration

of time (i.e., From – To date)

o Select the weekly-off plan from grid

o Choose the shift from grid

o Click on update button


RANGE (To set the time for the weekly-off plan)

UP

MP

Rajasthan

Tamil Nadu

Orissa

WB

HP

AP

Gujarat

Maharashtra

J & K

Kerala

Bihar

Arunachal Pradesh

HOLIDAY SET

User define holiday set to respective employee(s) according to region where he/ she located

In Range, user can set the duration (From – To Date) for the holiday set defined to respective employee(s)

HOLIDAY SET

Step to assign a holiday set to respective employee(s):-


Select respective employee(s) or already employee o Click on Holiday

tabo In General, choose

Holiday Set from grid

o Set w.e.f date from grid

o By Click on update button, it save the updated plan

User can export data in excel

HOLIDAY SET

Step to assign a holiday set to respective employee(s):-


o Set the duration of time (i.e., From – To date)

o After fill out data, click on update button

o Choose the Holiday Set from grid

o Click on Range Tab

Thank You

!

employee shift roster

Business