Roster Management (Standard)

1. Function Description

• Shift management can meet the complex needs of multiple stores/multi-category employees/multi-shifts, and scheduling by day/week/month, helping HR to quickly prepare schedules in batches. At the same time, employees can view real-time schedules on the APP, making internal Information flow.

• After the administrator "adds a shift" and creates a "shift attendance group", the system main administrator and the attendance group administrator can schedule employees for the attendance group.

2. Scheduling Entrance

• Operation steps: [Attendance] > [Roster Management] > [Rostering] > Select "Attendance Group"

3. Shift Scheduling Method

1. After entering the shift scheduling page, the administrator can schedule shifts "by month" or "by week" and select the sorting method.

1. Import shift schedule:

• Operation steps: [Export Roster] > Fill in the schedule template according to the format requirements > [Import Roster]

4. Shift Scheduling Operation

4.1. Shift Scheduling

• operation steps: ① Select the cell > ② Select the attendance shift > ③ Submit

4.2. Description of Operation Function Keys

1. Left click to select storage format Similar to Excel operations, you can select in three ways: click selection, box selection, entire column, and entire row.

① Click the cell Click the cell directly.

② Select cells by box Click the mouse to select the starting cell and drag to the ending cell to quickly select the cell.

③ Arrange columns and integrate selected cells Click on the employee name or date, select the entire column or row, and then select the shift to quickly schedule shifts.

1. Right-click function description First select the square, then right-click to select the cell to quickly set shifts, request leave, transfer and delete shifts.

① Rostering setting Rostering settings allow you to quickly modify attendance shifts for designated employees on the shift schedule, and you can also modify the work location. If the system has used the employee's attendance data to generate salary records, the employee's shift data cannot be modified.

② Apply for leave Quickly add a leave request record for the designated employee in the schedule, and the leave request record will be automatically synchronized to [Attendance] > [Attendance for the month] > [Leave request].

③ Change Shift Quickly adjust shifts for designated employees in the shift schedule, and the transfer records will be automatically synchronized to [Attendance] > [Roster Management] > [Transfer Management].

④ Delete a shift To quickly delete a shift for a designated employee, you can re-click the cell and reset a new shift.

5. Shift Scheduling Statistics

• Operation steps: [Attendance] > [Roster Management] > [Rostering] > [Select Attendance Group] > [Shift Statistics]

• Shift scheduling statistics method: Statistics are based on attendance and leave, and each is subdivided into statistics based on shift, hour and work location.

(1) Statistics by shift

(2) Statistics by hour

(3) Statistics by work location

6. Shift Adjustment

There are two ways to adjust shifts for employees: shift adjustment through transfer management and shift adjustment within the schedule.

1. Adjust shifts in transfer management

• Operation steps: ① [Attendance] > [Roster Management] > [Transfer Management] > [New Transfer] ② Select employees, transfer time, transfer attendance group, attendance shift, and set the work location of the attendance shift, and finally click "Save"

1. Adjust shifts within the schedule

• Operation steps: ① [Attendance] > [Roster Management] > [Employee Schedule] > Select the employee and date, right-click the cell and click "Transfer". ② Assign attendance groups and attendance shifts for employees, set the work location of the attendance shift according to needs, and click "Save". ③ After the transfer, the shift schedule will show that the employee has been transferred out.