Feature: Duty Roster

Purpose:

• Assign work shifts to employees based on their specific duties and tasks.
• Plan and organize workforce schedules effectively.

Prerequisites:

• Shifts must be pre-defined in the Shift Policy module.

Key Points:

• Assign shifts to employees individually or in bulk.
• View and manage duty rosters by date, employee, or shift.
• Export duty rosters to Excel for reporting or analysis.
• Import duty rosters from Excel for quick and easy scheduling.
• Filter and search duty rosters by various criteria.

How to Use Duty Roster:

1. Access the Duty Roster:
   • Go to the Time Attendance module.
   • Click on Duty Roster.
2. Choose a Period:
   • Select the time period for which you want to view or assign duty rosters (e.g., Today, This Week, This Month, Custom).
3. Select Employees:
   • Choose the employees you want to include in the duty roster using the Organization Tree or Filter by Employee options.
4. Preview Duty Roster:
   • Click the Preview button to view the current duty roster for the selected employees and period.
5. Assign Duty Roster:
   • Method 1: Show Assign Buttons:
     • Check the Show Assign Buttons checkbox.
     • Select a shift and leave type for each date.
     • Click on the Shift Short Code Name box under the date to assign the duty.
     • Click Publish to confirm the assignments.
   • Method 2: Pop-Up Window Box:
     • Click on the Shift Short Code Name box under the date you want to change.
     • Select a shift and leave type in the pop-up window.
     • Choose an assignment frequency (e.g., Doesn’t Repeat, Daily, Workdays).
     • Click Update.
     • Click Publish to confirm the assignments.
   • Method 3: Excel Import:
     • Click the “Download Template” icon to download the Excel template.
     • Fill in the template with shift short codes, leave short codes, and employee names.
     • Click the “Import Excel” icon.
     • Select the filled template file.
     • Click Validate Data.
     • Click Import Data.
6. Additional Options:
   • Reset: Revert to the previous duty roster.
   • Copy this assigned data: Duplicate assignments for other dates or employees.
   • Cancel this assigned data: Remove assignments.
   • Apply this row data to all employees: Apply assignments horizontally for all employees.
   • Apply this column data to all employees: Apply assignments vertically for all employees.
   • View Roster Transaction: View the history of changes to the duty roster.
7. Export Duty Roster:
   • Click the “Export Excel” icon to create an Excel report of the duty roster.
   • Check the Show Shift Duty In/Out checkbox to include shift timings in the report.

Benefits of Using Duty Roster:

• Improved workforce planning and scheduling
• Enhanced communication and coordination
• Reduced confusion and errors
• Facilitated time-off requests
• Increased compliance with labor laws and company policies

Screenshots: