Roster Management
ClayHR’s Roster Management feature allows you to manage the shifts of the users. You can manage their shifts by following the below-mentioned steps:
- Go to the “Projects” module and click on the “Roster Management” section.
- A list of all users with their allocated shifts will appear on the Roster Management page.
- You can also apply the “Location”, and “Org-Unit” filters to view the user of a specific Location or specific Org Unit.
- By selecting the calendar icon or the forward and backward arrows, you can see the past and upcoming shifts of the users.
- You can allocate the shifts to the users by clicking on the cells, a popup will appear on the screen, fill up the required fields like start and end time of the shift.
- You can allocate the shifts to the users from the recommended shifts.
- You can select the shift’s color and add the comments while allocating the shifts.
- You can make the shift as “OT” by clicking on the “Overtime” checkbox
- You can allocate a day as non-working to the user by clicking on the “Other non-working” checkbox.
- After allocating the shift click on the “Save New Shift” button. You can view the saved shift on the “My Roster” page.
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