Shift management is a feature that manages the scheduled days and hours of employees who work.
Using this feature, the company administrators can create shift schedules by full day or by partial day.
You can also view a list of shifts by team.
Notes: "Shift" work is a work schedule that combines multiple work hours on a daily or hourly basis, without fixing the work hours.
Please contact us if you wish to use this feature. Our pre-setup is required.
Note: This operation can only be performed by the company admins. (It may also be available to supervisors, depending on your company's setup.)
Create new shift patterns
Change shift pattern
Create shift schedule
■Individual registration
■Register by batch upload
Download a list of shift schedules
■Shift schedule download settings
Create new shift patterns
You can set working hours and break times for each shift.
Please adjust the break time settings according to your company's work rules and regulations.
① Click on ADMINS "Shift management".
② Click on "Patterns."
③ Click on "Add daily pattern."
④ Set each item.
⑤ Click on "Save."
⑥ The above figure is displayed.
Change shift pattern
To change the set shift pattern, follow the steps below.
① Click on the shift name of the shift pattern you wish to change.
② Edit the item to be changed.
For details of the items, see the list of each item in section ④ above
③ Click on "Save."
About "Delete
You cannot delete a shift pattern that is already in use for a registered shift.
In this case, "This shift pattern is used by existing shifts and cannot be deleted." is displayed above the "Save" button, as shown below.
Create shift schedule
■Individual registration
■Register by batch upload
■Individual registration
If the company admins wishes to register individual shift schedules for employees working shifts, the following procedure is used.
① Click on "Shift schedules."
② Select the target year and month for registration.
③ Click on the "Team name" to register.
④ Select the pattern to be registered from "Select shift."
⑤ Click in the column for the date to be applied for the target employee.
Or, use mouse over + [A] key to set.
To remove it after it has been applied, click on the shift to be removed and click "Delete" on the screen that opens.
Alternatively, use the mouse over + [D] key.
■Register by batch upload
To register multiple employees' shift schedules by batch upload, follow the steps below.
Batch uploads can be registered by team.
① Click on "Shift schedules."
② Select the target year and month for registration.
③ Click on the "Team name" to register.
④ Click on the green cloud icon.
⑤ Click on "Download template."
⑥ Enter the "Shift code" in the date to create field of the employee row for which you want to create a shift.
The "Shift code" is shown at the bottom of the downloaded template.
If you wish to change an existing "Shift code", enter the "Shift code" you wish to change.
To delete an existing "Shift code", leave the corresponding cell blank.
⑦ Be sure to select the format as ".xls".
⑧ Click "Save."
*If the compatibility check confirmation screen appears, click "Continue".
⑨ Click "Choose file."
⑩ Select the created file and click "Open.
⑪ The selected file name is displayed.
⑫ Click "Upload"
⑬ Confirm the imported contents and click "Import".
⑭ If the "Success/error message" displays "Shift day successfully created." is displayed, the setting is complete.
*If you change a shift that has already been set, the message "Shift day successfully updated." will appear.
*If you delete a set shift that has already been set, the message "Shift day successfully deleted." will be displayed.
⑮ You can see the shifts you have set up as shown above by clicking on the appropriate team under "Team name" in "Shift management > Shift schedule."
Download a list of shift schedules
Click on the blue cloud icon.
*You may need to specify where to save the file.
You can download an Excel file as above.
■Shift schedule download settings
To change the settings for the download report in the above section, follow the steps below.
① Click on the blue key icon.
② Enter the settings for each item.
③ Click "Save."
Click here for the Japanese version of this manual.
シフト管理 シフト・パターンの新規作成・変更