1. Go to Manage Employee

2. Click Shifts

3. Click the Actions button to add a shift

4. Select any of the shift creations:

   • • Add 

     • Bulk Assign

5. Via Add button

• If this button is clicked, a modal is displayed.

  • In "Choose a schedule," provide the schedule type and schedule name.

  • In "Shift Details," provide the shift start and end.

  • Assign the shift either per department, group, position, or actual employees by clicking "Applicable to."

  • Click Submit

6. Via Bulk Assign

• If the Bulk Assign is clicked, the schedule bulk assign screen will be displayed.

• • • To proceed with the shift creation, click Select File button

      • • • • Download the template file.

            • Populate the data in the file.

              • Bulk Assign Shift template fields:

                • Employee_id

                • The employee number given by HR. This links the shift record to the corresponding employee profile.

• • • • • • • • • Schedule id

                • The assigned work schedule ID that determines the employee’s expected shift, work hours, and rest days. Refer to Schedule worksheet to get the ID.

• • • • • • • • • Shift Start Date

                • The date when the employee should start clocked in, in the following format: mm/dd/yyyy or mm-dd-yyyy (e.g., 09-05-2025). Represents the start of the schedule.

• • • • • • • • • Shift End Date

                • The date when the employee should start clocking out, in the following format: mm/dd/yyyy or mm-dd-yyyy (e.g., 09-05-2025). Usually the same as the clock-in date unless the shift extends past midnight.

• • • • • • • Upload the accomplished template file by clicking the Choose file button.

    • Preview the uploaded shifts.

    • Verify the details

6. If there are no errors, complete the shift upload by clicking the Import button.

• • • Otherwise, review the error, reload, or click the Clear button to reset the shifts import. 

    • Finally, re-upload the file.

• If employee shift has been updated via Manage Approvals, a green check mark is displayed beside the employee's shift details

• If needs to be updated again, go back to Manage Approvals and modify the transaction.