Attend HRM Help - Shift planner

Shift planner is used to create Shift duty work plans.

Creating a Shift plan

Select a department from the list of the departments.
Select a shift pattern. All the available shift patterns are enlisted in the patterns list. The details of the pattern can be viewed in the Pattern overview.
Select the period for which the shift duty is planned. The period can be selected on the year calendar. Click to select the start date and drag to the end date. A new window with the selected period and pattern will be displayed. The shift plan can be created here.
Check the Start date, End date and Pattern. You can change these values directly from this screen. Click on the ‘Apply’ button to apply the pattern to the selected period. Shift duty pattern for the selected period will be created and watches will be displayed.
Now the employees can be assigned to the watches. The Bulk assignment tab helps to assign the employees to the watch.
- The pattern code lists the watch pattern code.
- Employees-available list enlists the employees available for shift duties, in the selected department.
- Employees-selected list shows the employees available in the selected watch.
Select a watch in the Pattern code list.
Select employees and assign to the watch. Select the employees from the “Available” list and move them to the “Selected” list.
Once employees are assigned to all the watches, apply the employees to the shift duty pattern. The shift duty pattern will show the total number of employees available for the watch along with the watch code.
Select ‘Shift Preview’ tab. whenever a watch is selected, the employees in the shift will be displayed here.
Now the shift plan can be saved using the Attend HRM toolbar. Attend HRM will create the shift plan and save it.

The details of the shift duty of the employees can be viewed in the Attendance screen in the attendance module. A brief preview can be viewed on the Regular work planner screen too.

Note: A video of creating a shift plan is available in the video help file. It will be useful in understanding the creation of the shift plan easily.