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Override shift details of team members

Updated on May-2023

A shift roster is a schedule or a plan that determines the working hours and days of employees in a company, usually in jobs that require round-the-clock operations.

The Shift Roster page in the greytHR ESS portal provides you as a manager with an overview of your team members' shift details for the previous, current, and future months. You can also override the existing planned shifts and take some strategic decisions. The changes made on the page reflect throughout the Attendance module. The filter option is used to 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.

You can perform the following actions on the Shift Roster page: 

  1. View shift legends.

  2. View team members’ shift details.

  3. Override team members’ shifts individually. 

  4. Override team members’ shifts in bulk. 

  5. Download shift roster for a month.

To view the Shift Roster page, click Attendance > Shift Roster.

View shift legends

To view and understand shift legends, perform the following actions:

  1. On the Shift Roster page, click the Shift Details tab.

  2. Click Legend. The Legends pop-up appears. You can view different Day Types, Summary Codes, Shift Codes, and respective Keyboard Shortcuts.

View team members shift details

You can filter your team members shift details 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. The Apply Filter pop-up appears.

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

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

  4. Click Apply. A list of employees appears.

  5. In the Enter Emp. Name or Id search box, enter the employee name or employee ID. The selected employee's shift details are displayed in the Summary table.

Override team members’ shift individually

You can override a single shift for multiple employees using the Bulk Override tab. 

To override team members’ shifts individually., perform the following actions:

  1. On the Shift Roster page, click the Bulk Override tab. The page displays Single Shift/Multiple Shift/Override Changelog radio buttons.

  2. Select the Single Shift option. 

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

  4. 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.

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

  6. Click Override Now to assign the new shift to the selected employee.
    Note: You can override the single shift for the employees only for one time.

Override team members’ shifts in bulk

You can override multiple shifts for multiple employees using the Bulk Override tab. 

To override team members’ shifts in bulk, perform the following actions:

  1. On the Shift Roster page, click the Bulk Override tab. The page displays Single Shift/Multiple Shift/Override Changelog radio buttons.

  2. Select the Multiple Shift option.

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

  4. 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.

  5. On the right side of the screen, under the Override Shift Details, from each date dropdown list, select the new shifts that you want to assign to the selected employees.

  6. Click Override Now to assign the new shifts to the selected employee for different dates.

Download shift roster for a month

To download the shift roster for a month, 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. The report downloads in excel format.

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