Shift Roaster
Shift
This involves tools for scheduling employee work shifts, considering factors like shift rotations, employee availability, and workload. In UnitaskerPro’s shift management feature, you have the capability to assign shifts in bulk and export this data for record-keeping or analysis.
Assign Bulk Shifts:
Here’s a brief overview of how this works:
This feature allows you to assign shifts to multiple employees simultaneously. It’s particularly useful for large teams or when you need to schedule shifts for several employees over a period. You can select the employees, assign the relevant shifts, and apply these changes in bulk, saving time and effort compared to individual scheduling.
When adding a shift roster in UnitaskerPro, the process involves filling out several key details to ensure accurate and efficient shift planning. Here’s a step-by-step guide on what information you need to provide:
- Department: Select the department for which you are scheduling the shifts. This helps in organizing and managing shifts based on specific departmental needs.
- Employees: Choose the employees who will be assigned to these shifts. You can select individual employees or multiple employees at once, depending on the requirements.
- Employee Shift: Specify the shift that you are assigning. This could include the shift’s start and end times and any other relevant details about the shift pattern.
- Select Multiple Dates: You have the option to choose multiple dates for the shift assignment. This is particularly useful for creating schedules that span over several days or weeks.
- Assign Shift By: This field might refer to the basis or criteria for assigning the shift, such as date, multiple or month.
- Remark: Add any remarks or notes related to the shift assignment. This could include special instructions, reasons for the particular shift assignment, or any other relevant information.
- Add File: If there’s a need to attach any documents related to the shift (like a detailed shift schedule, special instructions, or employee requests), you can do so in this section.
Click on the “Add Employee” option to begin manually adding a new employee to the system.
Export Shift Data: Once shifts are assigned, you can export this data, perhaps for reporting purposes, payroll processing, or to keep a record outside the system. This exported data can be in various formats like Excel or PDF, providing flexibility depending on your needs.
View as Summary: The system allows you to view the shift schedule in a summary format. This is a concise and clear way to see who is working when making it easy to oversee and manage the entire team’s schedule at a glance.
Request to Change Shifts: Employees have the option to request shift changes through the system. This feature fosters flexibility and responsiveness to employee needs. If an employee finds they are unable to work a scheduled shift, they can submit a request for a change, which can then be reviewed and approved by the management.