Setting up Employee Shifts in ERPNext

Creating Shifts

1. Login to ERPNext.

2. Go to Human Resources. Under Shift Management, click Shift Type.

3. Click New. Enter the required information.

4. Click Save the create the Shift Type.

Auto Attendance Feature

If Auto Attendance is enabled per shift, there will be system checks the employee checkin for every hour of the shift assigned to the employee.

Assign Shift to an Employee

1. Login to ERPNext.

2. Go to Human Resources. Under Shift Management, click Shift Assignment.

3. Click New. Enter the required information.

4. Click Save to create draft and Submit to finalize.

Attendance may be processed using Auto Attendance or manually running the attendance by clicking the Mark Auto Attendance on Shift Type. This will run through the Employee Check In and Out and validate the entries that match with the Shift Assigned to the Employee.