Step 1 - Navigate to Attendance Policies
Login as an Admin, click on Policies under Attendance tab in left navigation menu.
Here you will see all the different attendance policies configured for your company.
Step 2 - Locate Roster in Flexible Shift Policy
Click on the Manage Roster icon on any flexible shift policy. The roster can only be configured for flexible shift attendance policies as of now.
Step 3 - Manage Roster
On clicking the Manage Roster, the system will take you to a fully customizable Shift Board view which can be used to assign shifts.
The system will by default load the current week in the shift board. You can however select any date range up to 14 days by clicking on the date selector.
Only the employees who have been assigned to this policy will show up here.
Step 4 - Assign a Shift
Click on the "Update Shift" icon for the day and employee that you want to edit.
Select the new assignment from the sidebar menu and click on Submit. You can assign shifts for multiple days at a time by clicking on "+New Date" or "+Date Range". After Selecting the shift, you can click on Submit.
Step 5 - View Assigned Shifts
After clicking on Submit, the selected shifts will be assigned and visible in the Shift Board. Now the attendance status calculation will be based on the shift assigned to an employee for a certain date.
