Shifts and Shift Schedules

Overview

Shifts represent a set of workers who share the same schedule and/or supervisor over the course of the work week. Our accounting software enables businesses to create and manage shifts, assign employees to shifts, and track work schedules.

Who uses it: HR personnel, managers, and accountants use shift management to track employee work schedules and attendance.

When to use it: Use shift management to create and manage shifts, assign employees to shifts, and track work schedules.

Navigation Path

To access shift management, follow these steps:

Log in to your accounting software.
Navigate to the main menu.
Click on "Employees".
Click on "Shifts".

Field Descriptions

Shift Information

The following fields are associated with shift information:

Field Name	Purpose	Expected Values	Defaults
Name	The name of the shift	Text	-
Supervisor	The supervisor responsible for oversight during the shift	Employee name	-
Employees	The individuals working the particular shift	Employee names	-

Shift Schedule

The following fields are associated with shift schedules:

Field Name	Purpose	Expected Values	Defaults
Name	A brief description of the schedule	Text	-
Valid From	When the schedule is to start being implemented	Date	-
Valid To	When it is scheduled to end	Date	-

Shift Schedule Line

The following fields are associated with shift schedule lines:

Field Name	Purpose	Expected Values	Defaults
Shift	The shift of employees for whom the schedule applies	Shift name	-
Start/End Time	The range of times a shift is on the clock	Time	-
Monday - Sunday	Checkboxes that represent all the days of the week the employees of a given shift will be working	Yes/No	-

Actions & Buttons

The following actions and buttons are available on the shift management page:

Create Shift Γ£ì∩╕Å: Creates a new shift.
Edit Shift Γ£Å∩╕Å: Edits an existing shift.
Delete Shift Γ¥î: Deletes a shift.
Create Shift Schedule ≡ƒôà: Creates a new shift schedule.

Examples / Usage Notes

For example, let's say you want to create a new shift:

Navigate to the shift management page.
Click on "Create Shift".
Enter the shift name, supervisor, and employees.