This document provides instructions on how to use an employee roster interface to assign shifts, shift groups, rotational plans, weekly-off plans, and holiday sets to employees. It describes the steps to create new shifts and shift groups, activate or deactivate existing shifts, and add shifts to shift groups. It then explains how to select employees, assign shifts and shift groups to them with effective dates, set up rotational shift plans, and define the time ranges for assigned shifts, weekly-off plans, and holiday sets. The goal is to allow administrators to define and manage employee schedules and time-off plans.

1. EMPLOYEE ROSTER

2. AGENDA
o Create a New Shift
o Active/De-active existing shift
o Create a New Shift Group
o Add shift in existing shift group
o Employee Roster Interface
• Assign Shift
• Assign Shift Group
• Assign Rotational Plan
• Assign Weekly-off Plan
• Assign Holiday Set
Time for Answer your question

3. LET STUDY ABOUT SHIFT
Learn how to CREATE a new shift
Learn how to ACTIVTE / DE-ACTIVE the shift

4.  Home Page of Cloud Application List of Interface to create/modify - Shift/weekly
off/ holiday set

5. Flow to create a new shift
o Click on Add button to create a new
shift
 Create A New Shift
o Fill out details in the mandatory
column
o Set the standard timing for a new
shift
Click on ‘Add’ Icon
to enter the data o By click on update button, minutes
(mins) column are auto-compute
o By Click on Save button a new
shift will be create
Save Notification display
By default, Active button always
check

6.  Active / De- Active a shift Master
Flow to
Active/De-active shift
o Click on Search button, for the
information of existing shift
o In single click, User can select the
shift for the changes in existing
shift
o By click on save button, a shift is
active
o Click on Active button
To activate a shift :
Save Notification display
It include, shifts which
are already created User can also edit the shift
timing
*Same process to de-active the shift

7. SHIFT GROUP
CREATE a new Shift Group
ADD shifts in existing Shift Group

8. Flow to create a new shift group
o Click on Add button to create a new
shift group
 Create A New Shift Group
o Fill out detail the mandatory column
o Select the shift from grid
o Click on update button
o By Click on Save button a new shift
group formed
Save Notification display
Click on Add Icon to insert the
data
User can edit or delete the
update shift and Add more shift
in a particular shift group

9.  ADD shifts in existing shift group
Flow to Add shift in existing shift group
o Click on Search button, it display
shift template
o Type the shift group, in which user wants
to add more shifts or edit that particular
shift group
Save Notification display
o Select the shift from grid
o Click on update button, it show
updated shift in grid
o By Click on Save button a new shift
group formed
o Click on Add Icon

10. Admin User / Payroll User can
define
employee roster
Based on Employee
IN Time system considered the nearest shift
Learn how to define Shift to employee(s)

11.  Home Page of Cloud Application

12.  EMPLOYEE ROSTER INTERFACE (way to select the criteria)
Step to select employee(s) to assign the
shift :-
User choose all employee :
o Click on save button, display list of
employee
o At the time, User select all employee,
Filter (Search on) was disable
o From the list, user can choose all
employee or select the respective
employee(s)
User can select all the employee or use Filter
‘Search on’ for selected employee(s)
List of employee display
o By click on Show Existing button Selected
employee(s) data move in Shift, Weekly-
Off, Holiday Tabs

13. Admin/user can export
data in excel
Contain already define shift
to respective employee(s)
 SHIFT INTERFACE

14.  FLOW TO ASSIGN SHIFT
Step to assign shift to respective
employee(s):-
o By default, Shift radio button
already selected
o Select another shift from grid
o Set the w.e.f date from grid
o At time, user Click on update
button. Updated shift save
Save Notification display
Updated shift display here

15.  FLOW TO ASSIGN SHIFT GROUP
Step to assign shift group to respective
employee(s):-
o Firstly, Click on ‘Shift Group’
radio button
o Select another shift group from
grid
o Set the w.e.f date from grid
o At time, user Click on update
button. Updated shift group save
Save Notification display
Updated shift display here

16.  FLOW TO ASSIGN SHIFT in Advance
Step to assign shift to respective
employee(s):-
o Click on Advance Tab
o Set w.e.f date from grid
o Choose rotation plan from grid
o Select frequency
o Click on New button, to enter data
o Enter data from grids to set a
rotational shift

17. Save Notification display
To Be Continue from previous slide
o After enter the data for rotational
shift
o Then, Click on ADD button. It
display a row with updated shift
o User can edit or delete the data
and also insert a new row of
shift
o Click on update button, it save
the user updated rotational shift

18.  RANGE (To set the time for the shift)
Step to assign shift to respective
employee(s):-
Save Notification display
o Click on Range Tab
o Set the duration of time (i.e., From –
To date)
User can choose the duration, either for
shift or shift group
o Click on update button to save the
updated data
o Choose the shift from grid

19. WEEKLY-OFF PLAN
 User can set weekly-off plan to respective
employee(s) according to ?????
 In Range, user can set the duration
(From – To Date) for the holiday set
defined to respective employee(s)
o 1,4th Saturday & all Sunday
o All Tuesday
i.e.,

20.  WEEKLY-OFF PLAN
Save Notification display
Step to assign weekly-off plan to respective
employee(s):-
o Select respective employee(s) and click
on show existing button
o In General, choose Weekly-Off Plan
from grid
o Set w.e.f date from grid
o By Click on update button, it save the
updated plan
o Click on Weekly-Off Plan Tab
User can export
data in excel

21. Step to assign weekly-off plan to
respective employee(s):-
o Click on Range Tab
o Set the duration of time (i.e., From –
To date)
o Select the weekly-off plan from grid
o Choose the shift from grid
o Click on update button
Save Notification display
 RANGE (To set the time for the weekly-off plan)

22. HOLIDAY SET
 User define holiday set to respective
employee(s) according to region where
he/ she located
 In Range, user can set the duration (From
– To Date) for the holiday set defined to
respective employee(s)

23.  HOLIDAY SET
Step to assign a holiday set to respective
employee(s):-
Save Notification display
Select respective employee(s) or already
employee
o Click on Holiday tab
o In General, choose Holiday Set from grid
o Set w.e.f date from grid
o By Click on update button, it save the
updated plan
User can export data in
excel

24.  HOLIDAY SET
Step to assign a holiday set to respective
employee(s):-
Save Notification display
o Set the duration of time (i.e., From –
To date)
o After fill out data, click on update
button
o Choose the Holiday Set from grid
o Click on Range Tab

26. Thank You!