Shifts

Shift Settings define work schedules, break rules, and overtime settings. This guide explains how to create Breaks, Shifts, and Shift Patterns.

Table of Contents

• How to Create Breaks
  • Step 1: Open Shift Settings
  • Step 2: Select the Breaks Tab
  • Step 3: Add a Break
  • Step 4: Save
• How to Create Shifts
  • Step 1: Select the Shifts Tab
  • Step 2: Add a Shift
  • Step 3: Save
• How to Create Shift Patterns
  • Step 1: Select the Shift Patterns Tab
  • Step 2: Add a Shift Pattern
  • Step 3: Save

How to Create Breaks

Breaks can be set as paid or unpaid and can be deducted automatically from an employee’s timesheet.

Step 1: Open Shift Settings

From the main navigation menu, select Settings, then click Shift Settings.

Step 2: Select the Breaks Tab

Ensure the Breaks tab is selected.

Step 3: Add a Break

Click Add New and complete the required details:

• Code & Name – A unique code and name (for example, “LUNCH”).

• Break Type – Select Clocked (employee must clock out and in) or Automatic.

• Pay Type – Select Paid or Unpaid.

• Duration – Enter the length of the break.

• After X Hours – Set how many hours must be worked before the break applies.

• Auto deduct if not clocked – If selected, the break will be deducted even if the employee does not clock out.

Step 4: Save

Click Submit to create the break.

How to Create Shifts

Shifts are templates for a single working day, including start and finish times and assigned breaks.

Step 1: Select the Shifts Tab

In Shift Settings, click the Shifts tab.

Step 2: Add a Shift

Click Add New and complete the shift details:

• Code & Name – A unique code and name (for example, “DAY”).

• Start & Finish – Enter the scheduled start and end times.

• Break – Select a pre-configured break.

• Advanced Settings – Configure rounding rules, grace periods, and other advanced options if required.

Step 3: Save

Click Submit to create the shift.

How to Create Shift Patterns

Shift Patterns are repeating sequences of shifts that can be assigned to employees.

Step 1: Select the Shift Patterns Tab

In Shift Settings, click the Shift Patterns tab.

Step 2: Add a Shift Pattern

Click Add New and complete the required details:

• Code & Name – A unique code and name for the pattern.

• Start Day of Week – Select the day the pattern begins.

• Days – Click + Add Day to add shifts for each day. Select from the shift templates you have created. A minimum of 7 days is required to create a valid pattern. You can add both a shift and a daily overtime rule to apply to the rule.

Step 3: Save

Click Submit to create the shift pattern. It can then be assigned to employees from their profile.

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