View shift details of team members

The Shift Roster page provides an overview of your team members' shift details for the previous, current, and future months. This page allows you to override the existing planned shifts and take some strategic decisions (for example, leave approvals and shift assignments). The changes made on this page reflect throughout the Attendance module. You can filter and search for a particular team member and view his/her shift details. You can also download the month-wise shift roster for all your team members and override shifts in bulk.

On the Shift Roster page, you can perform the following actions:

• View shift legends

• View team members shift details based on the filters

• Override a team member's shift details

• Download the shift roster for a month

• Override shifts in bulk

To navigate to Shift Roster page, click Attendance > Shift Roster.

View shift legends

To view and understand shift legends used by your company, perform the following actions:

1. Click Attendance > Shift Roster > Shift Details tab. On the Shift Roster page, the Shift Details tab opens.

2. Click Legends. Legends sidebar opens.

3. In the Legends sidebar, you can view different Day Types, Summary Codes, Shift Codes, and respective Keyboard Shortcuts.

View team members shift details based on the filters

You can filter your team members based on Designation and Location. To view details of your team members based on the filters, perform the following actions:

1. On the Shift Roster page, under the Shift Details tab, click the Filter icon. Apply Filter sidebar opens.

2. From the Designation dropdown list, select the required designations. 

3. From the Location dropdown list, select the required locations. 

4. Click Apply. The Employee name list is now updated with the filtered employees.

5. In the Enter Emp. Name or Id search box, enter the employee name or employee ID.

6. The selected employee's shift details are displayed in the Summary table.

Override a team member's shift details

There might be scenarios when you will require to modify and override a team member's allotted shifts. The Shift Roster allows you to modify your team member's shift details. To override shift details, perform the following actions:

1. Navigate to Attendance > Shift Roster > Shift Details tab. On the Shift Roster page, the Shift Details tab opens.

2. In the Summary table, under Shift Days, click the shift cell of an employee for the date for which you must override the shift. 

3. Select the relevant keyboard shortcut corresponding to the shift you want to assign to the employee.

4. Click on the screen anywhere outside the Summary table. The employee's shift is updated now.

Download the shift roster for a month

You can download the shift roster for the selected duration. To download the shift roster, perform the following actions:

1. On the Shift Roster page, under the Shift Details tab, from the month dropdown list, select the month for which you want to download the shift roster.

2. Click the Download icon to download the shift roster for the selected month.

3. Select the Single Shift option.

4. From the Dates dropdown calendar, select the dates for which you want to override the shift details.

5. From the Select employees to Override details, select the employees displayed in the table. You can also search for the employees based on name, employee ID, or shifts.

6. On the right side of the screen, under the Override Shift Details, from the Shift to Override dropdown menu, select the shift which you want to assign to the selected employees.

7. Click Override Now to assign the new shift to the selected employee.