A Shift Assignment is created to assign a particular shift type to an employee for a specific period.

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Prerequisites

Before creating an Shift Assignment record, it is advised that you create the following first:

            • Employee
            • Shift Type

1. Click on ‘Shift Assignment’ under [Shifts] section and you will arrive at Shift Assignment Listing
2. Click ‘+ Add Shift Assignment’ to create a new Shift Assignment.
3. Insert Employee and Shift Type.
4. Set the Start Date. If you want to assign this shift for a specific period, set an End Date.
5. Click Save and Submit and new Shift Assignment will be created.
6. You can set the Assignment as Inactive after submission.

Notes:

1. You can switch to a calendar view to see shift schedules of multiple employees.
2. The Assignment for active shift-type will be for a fixed period if there is an End Date otherwise, it will be treated as an ongoing shift with no End Date. Users can update the End Date and status even after submitting the document.