Employee

Assign/Edit schedule (Admin, Leader PC/App)

05-06-2024
NOTE
Admins can change all employees' schedules, and leaders can only change the schedules of employees in the managing groups.

Admin / Leaders can change schedules of managing employees on the dashboard and app.

1. 3 ways to assign & edit schedules on Dashboard

  1. Assign / Edit directly on dashboard : Edit schedule
  2. Assign / Edit schedules in bulk via excel upload : Add at once
  3. Schedule Automation : Default work schedule

Assign / Edit directly on dashboard : Edit schedule

1. Select employee by Group / Workplace / Employee & Date rangeYou can select by clicking each filter on the left top

2. Click 'Edit schedule' button to start editing mode

3. On editing mode, you will see available Templates for each employee.

• Assign with Template : if you don't see available template, please create them first at 'Schedule Template'.

• Assign by Enter manually : you can key in

• Assign Workplace : Employee's ' Fixed workplace' is set as default. You can change it at 'Setting > Member > Member info'

4. Click 'Save' once completed

5. Once saved, push notification will be sent to all employees whose schedules are changed.

Tip 1 : Easily change schedules with Ctrl+C, Ctrl+V key.

Tip 2 : Bring back previous months/weeks' schedule with 'Bring existing schedules' button.

Assign / Edit schedules in bulk via excel upload : Add at once

This is a useful way to add monthly schedule for your entire team.

  1. Click 'Add at once' button
  2. Select 'Emplyee / Period / Enter schedule using... / Enter workplace ...' options.
  3. Click 'Download schedule template' button to download excel form and fill in the form.
  4. Search & upload excel file and click 'Apply'
  5. Check any mistakes on preview & click 'Save'
  6. Once saved, push notification will be sent to all employees whose schedules are changed.

Schedule Automation : Default work schedule

The system automatically generates schedules based on the default work schedule until the end of next month.

  1. Select Members
  2. Click 'Add' button to add by each
  • Monday to Friday: Work from 09:00 to 18:00 (with a 1-hour break)
  • Saturday/Sunday: Day off

2. Assign & edit schedules on App

  1. On Leader mode, go to [Schedule] Menu
  2. Select the edit schedule button at the bottom right of the screen.
  3. Select an employee and the date you wish to change the schedule.
  4. You can enter by template or manually the same way as you did on the dashboard and assign schedules.
  5. Once saved, push notification will be sent to all employees whose schedules are changed.

FAQ 1. Can I assign leave to employees?

Yes, you can assign leave to employees. In order to do so, you need to create 1) Leave type (Admin right needed) 2) Schedule Template linked to that specific leave type.

FAQ 2. Can I limit the maximum no. of working hours?

Yes, you can limit it by turning on "Weekly maximum working hours and overtime management" at [Feature settings > Schedule]. Admin right is needed for this setting.

FAQ 3. How can I check the history of schedule changes?

You can download data from [Download data] menu on PC dashboard. Make sure to add option "Include schedule change history".

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If you have specific inquiries, contact us at support@shoplworks.com.