Shift Requests and Shift Assignments

Shift Request is used also to assign a shift to an employee. Once a shift request was submitted, a shift assignment will be created.

To do this:

1. Login to ERPNext.

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

3. Click New. Fill up the necessary information. Take note of the Date From and To since the shift will only be applicable on those dates.

4. Click "Save". The Shift Request will be created. Click Submit to finalize.

In ERPNext, once a shift is created it can already be assigned to an employee. The shift assigned will be applicable based on the effectivity date. To validate the attendance of the employee, the checkin and checkout that were uploaded in the system will be compared to the employee will be compared to shift assigned.

To assign a shift to an employee:

1. Login to ERPNext.

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

3. Click New. Enter the following information:

• Employee
• Shift Type
• Date

Note that the only Shift Types you created will be displayed on the selection.

4. Click Save. This will assign the Shift to the employee.

Alternatively, you can use the "Data Import" function in order to batch assign Shifts to employees. Simply go to Settings>Data Import and download the template.

Viewing Shift Assignments

On the Shift Assignment page, click the "Calendar" link on the left side to display the Shift Assignments in Calendar view.