Editing an Allocated Shift
The system allows you to edit an allocated shift’s details at any time to keep the assigned shift data accurate and up to date.
Before You Begin
Make sure you have the Manage Attendance Settings permission in your assigned role.
Steps to Edit an Allocated Shift
- From the main menu, click on “Attendance”.
- Click on “Allocated Shifts”.
- Click the ··· icon next to the allocated shift you wish to edit.
- Click “Edit”.
- Update the required fields as follows.
Allocated Shift Information
- Name: Update the allocated shift name. The name must be unique and cannot already exist in the system.
- Start Date: Update the date on which the allocated shift takes effect.
- End Date: Update the date on which the allocated shift expires.
- Allocated Shift: Update the shift to be assigned from the dropdown list.
Selection Criteria
You can update how the employees to whom the allocated shift will be applied are identified, using one of two methods:
Rule Selection
Allows you to target employees based on specific criteria:
- Branch: Select a specific branch, or leave it as “All Branches” to include all branches.
- Department: Select a specific department, or leave it as “All Departments” to include all departments.
- Designation: Select a specific job title, or leave it as “All Designations”.
- Shift: Select the employees’ current shift to be replaced, or leave it as “All Shifts”.
- Excluded Employees: Select any employees you want to exclude from the allocated shift.
Employee Selection
Allows you to select or update specific employees directly. Search by the employee’s first name, middle name, last name, email address, or ID. The system autocompletes results as you type. Each employee appears in the list with their photo, full name, ID, and email address.
Note: At least one employee must be selected when using this option, otherwise an error message will appear.
Note: Any changes made to the employee criteria are automatically recorded in the activity log.
- Click the “Save” button.
Validations and Messages
- All fields marked with * are mandatory. If left empty, the following message will appear: “This is a required field and could not be empty.”
- If you enter a name that already exists in the system, the following message will appear: “This name already exists.”
- After saving successfully, the following message appears: “This Allocated Shift has been saved.” You are then redirected to the Allocated Shift view page.