{"id":140761,"date":"2026-08-04T07:43:18","date_gmt":"2026-08-04T07:43:18","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&p=140761"},"modified":"2026-08-06T11:25:50","modified_gmt":"2026-08-06T11:25:50","slug":"shift-schedule-unified-entry-point","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/shift-schedule-unified-entry-point\/","title":{"rendered":"Shift Schedule \u2014 Unified Entry Point"},"content":{"rendered":"
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The system provides a unified entry point for viewing and managing shifts through the \u201cShift Schedule<\/strong>\u201d item in the Attendance sidebar menu. The system automatically routes you to the appropriate screen based on your permissions \u2014 whether you\u2019re an employee viewing your own shifts, or a manager tracking your team\u2019s shifts.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

Accessing the Shift Schedule<\/h2>\n
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  1. From the main menu, click the \u201cAttendance<\/strong>\u201d section.<\/li>\n
  2. Click \u201cShift Schedule.<\/strong>\u201c<\/li>\n<\/ol>\n

    The system automatically determines which screen you\u2019re taken to based on your permissions:<\/p>\n

      \n
    • My Shifts:<\/strong> Appears if you only have the \u201cView My Shifts<\/strong>\u201d permission \u2014 displays the shifts assigned to you in view-only mode.<\/li>\n
    • My Team\u2019s Shifts:<\/strong> Appears if you have any of the following permissions: \u201cView My Team\u2019s Shifts<\/strong>,\u201d \u201cView All Shifts<\/strong>,\u201d \u201cManage My Team\u2019s Shifts<\/strong>,\u201d or \u201cManage Shifts<\/strong>\u201d \u2014 the editing permissions and scope vary based on what\u2019s granted to you.<\/li>\n<\/ul>\n
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      Permissions and Behavior<\/h2>\n

      The system relies on a set of shift-related permissions (configured from \u201cEmployees<\/strong>\u201d \u2192 \u201cManage Employee Roles<\/strong>\u201c) to determine your access to the \u201cShift Schedule<\/strong>\u201d screen and what you can do within it:<\/p>\n

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      • View My Shifts:<\/strong> Displays only the shift assigned to you.<\/li>\n
      • View My Team\u2019s Shifts:<\/strong> Displays the shifts of employees under you, in view-only mode.<\/li>\n
      • View All Shifts:<\/strong> Displays the shifts of all employees in the account, in view-only mode.<\/li>\n
      • Manage My Team\u2019s Shifts:<\/strong> Lets you edit the shifts of employees under you (assign, change, reassign, etc.).<\/li>\n
      • Manage Shifts:<\/strong> Lets you edit the shifts of all employees in the account.<\/li>\n<\/ul>\n

        Schedule Screen Structure<\/h2>\n
          \n
        • Employees Column:<\/strong> Each employee appears by name with a colored icon showing the first letter of their name.<\/li>\n
        • Day Cells:<\/strong> Each cell shows the name of the shift assigned to that day (e.g., \u201cMorning Shift\u201d) along with its start and end times. Days with no shift assigned show \u201cNo Shift,\u201d and weekly days off show \u201cWeekend.\u201d<\/li>\n
        • \u201c\u22ef\u201d and \u201c+\u201d Icons:<\/strong> These appear when hovering over any cell \u2014 \u201c\u22ef\u201d opens the shift actions menu, and \u201c+\u201d opens the \u201cCustom Day Assignment<\/strong>\u201d panel.<\/li>\n
        • \u201cShifts\u201d <\/strong>Row at the Bottom: A collapsible\/expandable row showing the number of active shifts for each day, as a quick statistical summary.<\/li>\n<\/ul>\n

          Actions Available From Within the Schedule<\/h2>\n

          You can perform several actions directly from within the schedule, without needing to navigate to separate pages.<\/p>\n

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          • Assigning a Temporary or Custom Shift for a Day<\/strong>\n
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            • Click the \u201c+\u201d icon shown in the cell for the desired employee and day, to open a side panel titled \u201cAssign Custom Day<\/strong>\u201c:\n
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              • The panel shows the selected employee(s) at the top.\n
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                • From the \u201cDay Type\u201d field, choose the required category (e.g., Working Day, Leave, 1\/2 Day, etc.).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
                • If you select \u201cWorking Day,\u201d<\/strong> the panel expands to show full shift configuration fields:\n
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                  • Shift Name:<\/strong> Enter a name for the temporary shift (e.g., \u201cTemporary Shift\u201d).<\/li>\n
                  • Shift Type:<\/strong> Select a distinguishing color for the shift from the list, used to visually identify it in the schedule.<\/li>\n
                  • On Duty Time \/ Off Duty Time:<\/strong> The shift\u2019s official working hours.<\/li>\n
                  • Start of Sign-In \/ End of Sign-In:<\/strong> The time window during which the employee is allowed to sign in.<\/li>\n
                  • Start of Sign-Out \/ End of Sign-Out:<\/strong> The time window during which the employee is allowed to sign out.<\/li>\n
                  • Lateness Grace Period:<\/strong> The number of minutes an employee can arrive after the on-duty time without it being counted as late.<\/li>\n
                  • Start Late Time:<\/strong> Sets the point at which actual lateness begins to be calculated (e.g., \u201cAfter the shift start time + grace period\u201d), with a calculation example shown below the field to help you understand its effect.<\/li>\n<\/ul>\n<\/li>\n
                  • (Optional) Add a \u201cNote,\u201d or attach a supporting document by dragging and dropping it (maximum 20 MB).<\/li>\n
                  • Click \u201cSave,\u201d or \u201cCancel\u201d to discard.<\/li>\n<\/ul>\n<\/li>\n
                  • Shift Actions Menu (\u201c\u22ef\u201d Icon)<\/strong>\n
                      \n
                    • Click the \u201c\u22ef\u201d icon shown in the cell to open a dropdown menu with four options:\n
                        \n
                      • Change Shift:<\/strong> Replaces the shift assigned to this day with another shift from the account\u2019s shifts.<\/li>\n
                      • Assign Permission:<\/strong> Records an attendance permission (lateness or early leave) for this day.<\/li>\n
                      • Assign Day Off:<\/strong> Sets this day as the employee\u2019s weekly day off.<\/li>\n
                      • Day Details:<\/strong> Displays all of the day\u2019s details without editing.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
                      • Reassigning a Shift<\/strong>\n
                          \n
                        • Lets you move a shift from one employee to another without deleting and recreating it.<\/li>\n
                        • Press and hold the shift you want to move, then drag it (Drag & Drop) and drop it into the cell of the new employee you want to move the shift to.<\/li>\n<\/ul>\n<\/li>\n
                        • Changing the Base Shift<\/strong>\n
                            \n
                          • Lets you edit the base (default) shift assigned to a specific employee, which is automatically applied to their weekly working days.\n
                              \n
                            • Click the shift shown in the desired employee\u2019s column.<\/li>\n
                            • A side panel titled \u201cAssign Base Shift<\/strong>\u201d appears, showing the employee\u2019s current base shift name (e.g., \u201cMorning Shift<\/strong>\u201c).<\/li>\n
                            • From the buttons shown at the top of the panel, you can: click \u201cCreate Shift<\/strong>\u201d to create an entirely new shift, click the pencil icon to edit the current shift\u2019s details, or use the dropdown arrow to select another base shift already defined in the account.<\/li>\n
                            • Below that, a \u201cWorking Days<\/strong>\u201d section appears, showing the seven days (Monday through Sunday) with each day\u2019s status label (e.g., \u201cWorking Day<\/strong>\u201d for regular weekdays, or \u201cDay Off<\/strong>\u201d for weekly days off like Friday and Saturday). An arrow next to each day lets you edit its status independently (switching it from a working day to a day off or vice versa, or assigning it a different shift).<\/li>\n
                            • Click \u201cSave<\/strong>\u201d to apply the changes, or \u201cCancel<\/strong>\u201d to discard.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
                            • Viewing Day Details<\/strong>\n
                                \n
                              • Lets you view all the details related to a specific day for a specific employee within the same screen, without needing to navigate to a separate attendance page.\n
                                  \n
                                • Click the \u201c\u22ef\u201d icon shown in the cell, and select \u201cDay Details\u201d from the dropdown menu.<\/li>\n
                                • A side panel titled \u201cDay Details\u201d appears, showing the name of the shift associated with this day at the top (e.g., \u201cMorning Shift\u201d).<\/li>\n
                                • The panel displays the following details:\n
                                    \n
                                  • Current Shift Type:<\/strong> e.g., \u201cCustom Day Shift<\/strong>.\u201d<\/li>\n
                                  • Type:<\/strong> e.g., \u201cWorking Day.\u201d<\/li>\n
                                  • Start Date \/ End Date.<\/strong><\/li>\n
                                  • On Duty Time \/ Off Duty Time.<\/strong><\/li>\n
                                  • Start of Sign-In \/ End of Sign-In.<\/strong><\/li>\n
                                  • Start of Sign-Out \/ End of Sign-Out.<\/strong><\/li>\n
                                  • Lateness Grace Period:<\/strong> The number of minutes allowed (shows \u201c-\u201d if no grace period is set).<\/li>\n
                                  • Start Late Time:<\/strong> Clarifies the point at which actual lateness begins to be calculated (e.g., \u201cAfter the lateness grace period only\u201d).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
                                  • Click \u201cEdit Day<\/strong>\u201d to go directly to editing the day\u2019s details, or \u201cCancel<\/strong>\u201d to close the panel without editing.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

                                    Available Filters<\/h2>\n
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                                    The Shift Schedule provides two rows of filters at the top of the screen:<\/p>\n

                                      \n
                                    • First Row:<\/strong> Department, Designation, Employees, and Date Range (a full week with navigation arrows).<\/li>\n
                                    • Second Row:<\/strong> Branch, Shift, and Day Off.<\/li>\n<\/ul>\n

                                      Use the dropdown menus to narrow the displayed scope directly, without needing a separate \u201cApply<\/strong>\u201d button.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

                                      Export and Settings<\/h2>\n
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                                      Next to the second row of filters, three icons appear: the gear icon (\u2699)<\/strong> to adjust display settings, and PDF<\/strong> and Excel<\/strong> icons to export the currently displayed schedule in the desired format.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[8010],"tags":[10623,10624,10625,10626,10627,10622],"class_list":["post-140761","tutorial","type-tutorial","status-publish","hentry","category-shifts-management","tag-assign-shift","tag-custom-day-shift","tag-manage-shifts","tag-shift-roster","tag-shift-roster-settings","tag-shift-schedule"],"yoast_head":"\nShift Schedule \u2014 Unified Entry Point - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/shift-schedule-unified-entry-point\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Shift Schedule \u2014 Unified Entry Point - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The system provides a unified entry point for viewing and managing shifts through the “Shift Schedule” item in the Attendance sidebar menu. 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