Shifts Module

Allows shift planning for employees in shift work.

Module Shifts | Employee Selection any | Overview type Month | Month (month) any | Go to … any

This module lets the employee plan their own shifts and view their colleagues’ shifts (if they have the relevant permission). The employee cannot, however, make changes to other employees’ shifts.

A user with the appropriate permission can confirm or reject employees’ proposed changes, or enter their own changes. To grant employees permission to use the shift calendar, go to People → Employees → select the relevant employee → Employment Contracts and, under Work Schedule, select Shift Work.

To grant permission to view shifts, go to People → Employees → select the relevant employee → Authorization → “Add Permission”, then select, specify, and save the relevant permission.

To set or change shifts, select the cell in which the change is to be made and right-click it. You can select a single specific day for a single specific employee, or any number of days or employees.

If a single day is selected, the change is made for that day for the selected employee.

Make your selection in the following options table:

The first two rows show the name of the employee and the date on which the edit will be performed. The next rows offer the available change types:

Change Shifts:

Assigns shifts that you have configured in the work rules.

Copy Shifts:

Lets you copy existing shifts. After selecting this function, the “Paste Shifts” option is displayed.

Rotate Shifts:

Rotates shifts between two or more employees.

Repeat Shifts:

Repeats shifts up to a configured date.

Statistics:

Displays absence and shift statistics.

If you have administrator permissions, you can manage the shift calendar. All shift calendar changes are initially drafts pending approval. A cell pending approval is marked with a blue corner in the lower right. To confirm, right-click the cell and choose “Confirm Changes” or “Discard Changes”. You can select a single specific day for a single specific employee, or any number of days or employees.