Shift Roster
The Shift Roster feature in Olqan enables organizations to efficiently assign and manage employee work shifts. It provides a structured scheduling system, allowing users to allocate shifts based on employees, departments, and time periods.
Viewing the Shift Roster
- The shift roster is displayed in a calendar-style format, with employees listed on the left and dates along the top.
- Each cell represents a shift slot for an employee on a specific day.
- Users can switch between different views such as:
- Weekly View – Displays shifts for the current week.
- Department View – Filters shifts based on a specific department.
- Holidays are marked separately to avoid shift conflicts.
Assigning Shifts
Users can assign shifts to employees individually or in bulk:
Bulk Shift Assignment
- Click “Assign Bulk Shifts” to allocate shifts to multiple employees at once.
- Select the Department and choose the employees who need shift assignments.
- Choose a predefined Employee Shift (e.g., General Shift: 09:00 AM – 06:00 PM).
- Define the shift duration by selecting:
- Single Date – Assigns a shift for one day.
- Multiple Dates – Assigns shifts for multiple days.
- Monthly Assignment – Assigns a repeating shift for an entire month.
- (Optional) Enable “Send Email” to notify employees about their assigned shifts.
- Add a Remark or attach a relevant file if needed.
- Click “Save” to finalize the assignment.
Updating an Individual Shift
- Clicking on any empty shift box for an employee opens the Update Shift dialog.
- The pop-up displays:
- The selected date and employee name.
- A dropdown to select an Employee Shift.
- A field to add Remarks if necessary.
- An option to attach a supporting File.
- Click Save to confirm changes, or Close to cancel without saving.
- If an existing shift is already assigned, selecting a new shift will override the previous one.
Exporting Shift Data
- Click “Export” to download the shift roster in an Excel file for record-keeping and reporting.
