Roster Table

Roster Table is under Master.

Roster Table is made by assigning the Shift Code of each day to define the work schedule for the employees that assigned this Roster Code.

Click [+] to define new Roster Code.

Click [-] to delete an existing Roster Code.

Click [Edit] to edit the description, Leave and Attendance Period of this Roster Code. See Edit Roster Table.

Click the Roster Code (in Blue) to add or amend the Period Roster Table of that Roster Code.

Click [+] to define Roster Table for new periods.

Select the Periods you wish to create and optionally change the shift code on the pattern, you can further edit the Period Roster Table in the below Edit Roster Details screen. Click Create to create the Period Roster Tables.

To bulk set the shift codes of the roster table, you can select the combo boxes at the top of the calendar. e.g.

Set all days to Shift Code OFFICEHOUR

Set all Sunday to Shift Code REST, etc. 

You can also use Roster Update to Update the Roster by period. 

Supervisors can also use Roster Assignment in Employee Portal to assign Shifts for his/her direct subordinates. 

When changing the Shift Code of the Roster Table, If a related Attendance Record exists, the Late-In, Early-Out, Overtime, Absent, etc will be recalculated. 

When the option Assumed one Employee per Roster in Master Setup is turned on, the Rest Day and Holiday Balance Information will be shown and the leave type of the Approved Leave of this employee will show in red on the Roster Calendar in order to assign the proper shift code.  

Usually, a shift code must be assigned to all dates but in the case of one Employee per Roster assignment,  there will be no shift code assignment before the join date and after the termination date of the employee.

When the option Enable Roster Location Assignment in Master Setup is turned on, you are able to assign the work location of the Shift to the Roster Date.