Shift Groups - Zoho People

Shift Groups - Zoho People

What are Shift Groups in Zoho People?

Shift Groups in Zoho People allow you to organize employees into defined groups and view their shift schedules collectively. This helps you quickly understand which employees belong to a specific group and review their shift schedules in one place. In addition to viewing, Shift Groups enable you to quickly update shift schedules for employees in a group for a specific day, making schedule adjustments faster and more efficient.

Uses:
  1. Improves visibility of employees within the same group
  2. Simplifies schedule review without checking each employee individually
  3. Enables quick day-level schedule changes for multiple employees

How to Configure Shift Groups

Shift groups help you view and manage employees shifts collectively.

To configure:
  1. Navigate to Operations > Shift > Shift Group.
  2. Click Assign Shift Group.
  3. In the Assign Shift Group window, select an existing shift group name, or click Add Group to create a new one, and select it.
    Info
    To edit a group name, click Add Group and modify the existing group names in Shift Group window.



  4. Select the employees to include in the group for grouped view.
  5. Choose the effective period for this shift group. Group will only be visible during this window.
  6. Click Submit.

How to View Employee Shifts by Group

Info
- Shift groups are listed based on its effective period.
To view employees shift schedule based on shift groups:
  1. Navigate to Operations > Shift > Employee Shift Mapping.
  2. Click on the Filter icon.
  3. Under shift, enable Group by shift groups option, if required select the group names.
  4. Click Apply.
    Employee shifts are displayed by group based on its effective period. Users who are not assigned to any group are listed at the end. Click the edit icon on the employee’s shift to change the shift if required.


 Similarly to view your reportees shift schedule based on shift group, navigate to Attendance (left side tab) > Team > Shift Schedule and follow the above steps.


How to Edit Shift Group

To edit shift group to add or remove employees, change effective period:
  1. Navigate to Operations > Shift > Shift Group.


  2. Click on the required group.
  3. Add or remove employees, change effective period.
  4. Click Submit.

How to Delete Shift Group

To delete shift group:
  1. Navigate to Operations > Shift > Shift Group.
  2. Hover over the required group, and click on the Delete icon.
    The shift group view will be removed.