How to setup the Shift(s)?

How to setup the Shift(s)?

Marking the attendance of staff is made simple with our streamlined process and useful customizations. Let's review each step to ensure the highest traceability and accuracy in attendance.



1) Shifts Setup


We are introducing our revolutionary shift management feature designed to cater to businesses with diverse scheduling needs. Whether your company requires employees to work in multiple shifts or adhere to various schedules, this feature will streamline the process effortlessly. 

You can add multiple shifts for your employees. It's very simple:


  1. Tap on > ‘Settings’ in the top right corner

  2. Tap on > ‘Shifts’

  3. Now tap on ‘Add Shifts’ and add the following details:

  1. Shift Name: Customize the name of the shift, e.g., General Shift, Morning Shift, Afternoon Shift, or Evening Shift.

  2. Shift Start Time: Specify the start time of the shift

  3. Shift End Time: Specify the end time of the shift


  1. Under Shift Start Time and Shift End Time, you will find ‘Can Punch In’ 


  1. Anytime

Employees can punch in at any time before their shift starts and punch out at any time before their shift ends. If no specific time window is set, the default window for punching in and out is from 12 AM to 12 AM.


  1. Add Limit

This defines specific time windows for employees to punch in before their shift

begins and punch out after it ends. This will ensure staff cannot punch out after a

specific time.



Let's understand with the example:

  • If a store opens at 9 AM and closes at 6 PM, staff can only punch in and out within specific time frames. To ensure staff do not punch in before 8:30 AM (30 minutes before the shift start time), you can set a limit and input 30 minutes. Similarly, to prevent staff from punching out later than 6:30 PM (30 minutes after the shift end time), you can add a limit and input 30 minutes. This helps maintain accurate time tracking and ensures adherence to designated work hours.

  • For late shifts, where staff may need to punch out past midnight, the admin can specify a duration (e.g., 4 hours) allowing punch out until 3 AM if the shift ends at 11 PM.


  1. Once you have entered all the necessary information, simply tap 'Add Shift' to complete the process.

 


#2 Let’s assign the shifts to the employees


  1. Tap on > My Team’ in the top left corner

  2. Tap on the employee name and scroll down to the ‘Attendance’

  3. Now you will be getting the following options:

  1. Work Timings

  2. Attendance Modes

  3. Automation Rules

  4. Staff can view their attendance



Let’s understand in detail with examples:


Work Timings

This feature will allow you to assign the shift to the staff. Under this, you will get two options to assign the shift


  1. Fixed

  2. Flexible



Let’s understand the ‘Fixed’ option first: 


When your company has a fixed staff schedule every week, however, you can still customize a few things which we will be discussing in the same flow.



Creating and assigning the multiple shift(s)


  1. Tap on the > ‘Select-Shift’ column next to the name of the week.

  2. Now you will see the shift timings that you created earlier in step 1. e.g., General Shift, Morning Shift, Afternoon Shift, or Evening Shift.

  3. You can simply choose a single shift or multiple shifts on a day level

  4. Once done, click on confirm

  5. Now assign shift for each day by following the same process




Customizing and assigning Week-off(s)


Default Week Offs:

By default, Saturday and Sunday are set as week off days. You can edit these as needed.


Assigning Week Offs Between Monday and Friday:

To designate a week off on any day from Monday to Friday, simply check the box next to the desired day.


Fully Customize Week Offs:

Customize the week offs to suit your business needs with these options:


Let’s under with examples:


Weekday Week Offs:

  • To provide a week off on weekdays, just check the box next to the desired day(s). This will automatically mark those days as a week off.


Alternate Week Offs: To set the 1st and 3rd Saturday as a week off:

  • Check the box next to Saturday.

  • In the dialogue box that appears, select the option for "1st and 3rd Saturdays".

  • You can customize further by selecting specific weeks as per their needs, such as the 1st and 3rd weeks for a week off.

  • If you select specific weeks for employee’s days off (such as the 1st and 3rd weeks), you will get an option to specify work timings for the Saturdays they will be working.



After customizing, click on the confirm button to save your settings.



Let’s understand the ‘Flexible’ option now: 


This feature allows you to customize the staff schedule with precision. You can assign specific work schedules and week offs for each day. This ensures a personalized schedule and enhances productivity.


For example, staff may work from 9 AM to 6 PM from the 1st to the 6th, have a week off on the 7th, work from 6 PM to 3 AM from the 8th to the 13th, and have another week off on the 14th. Our system allows you to customize and assign shifts and week-offs according to these varying schedules.



Let’s understand how you can do it…


Creating and assigning flexible shift(s)


  1. Tap on the > ‘Select Shift’ column next to the date.

  2. Now you will see the shift timings that you created earlier in step 1. e.g., General Shift, Morning Shift, Afternoon Shift, or Evening Shift.

  3. You can simply choose a single shift or multiple shifts on a day level

  4. Once done, click on confirm

  5. Now assign shift for each day by following the same process




Customizing and assigning Week-off(s) for Flexible shift


With flexible shifts, you have the freedom to customize week-offs for each day of the month.


Assigning Week Offs Between Monday and Friday:

To designate a week off on any day from Monday to Friday, simply check the box next to the desired day.


Fully Customize Week Offs:

Customized the week offs to suit your business needs with these options:



Let’s under with examples:


Weekday Week Offs:

  • To provide a week off on weekdays, just check the box next to the desired day(s). This will automatically mark those days as a week off.


After customizing, click on the confirm button to save your settings.



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