I- Shift Setup by HR Manager
In order to set up a specific shift, HR Manager/ user has to select Emerging Market from the Shift setup bar and make relevant selections till department level. From here he has to select the Shift Type combo.
Figure 7: Zoom into Shift Setup
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As Figure 7 indicates user has to select a Full Time, Part Time or Flexible shift type. The user than has to enter the Shift name and enter its Time details.
Figure 7: Shift Setup (Zoom F7 in Centre)
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The rest of the details are optional. Once you have finished entering the details than click submit. This completes the shift set up process from HR’s end. The Business Leader (BL) can approve or disapprove the shift setup from his login now.
Figure 7: Shift Setup (Zoom F7 to Right)
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User may also select the color of the shift. Once you select on Shift Color, a color palette will open up from which you will have to select a specific color. Similarly you will select a specific period of the assignment and tolerance level for any late or special hours of the project.
II- Shift Setup Approval by Business Leader
The Business Leader (BL) has to log in to the BL portal in order to approve the shift.
- ●Step 1: Click on HR Services.
- ●Step 2: Click on HR Services Setup and click Shift Setup.
- ●Step 3: Here the BL can approve or disapprove the shift.
To create the shift roster BL will approve the shift. After BL’s approval the shift will be visible to the Line Manager (LM) and he can allocate the resources.
III- Shift Set up by Line Manager
Now as the Line Manager logs in with his email id, he has to follow the following steps. Click on HR Services, next click on Attendance and Leave, next click Shift allocation and than allocate the resources to the specific shift. Once the shifts have been allocated click on Create shift.
The LM should now click on Attendance and Leave. After this he needs to click on Roster to view the roster for a specific shift. He can select the shift from shift combo and the shift set up Duty roster will display on the screen. If an employee wants to view his roster he will have to login with his personal id and click on roster under the Attendance and Leave tab.
Figure 9: Calendar/ Assigned Shift View
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