Manage Shifts

Shifts can also be managed from Settings > Shift > General > Manage Shift

Adding and Editing Shifts

1. Enter a shift name and choose an identification color.
   
2. Specify the shift duration.
   
3. If shift times are not too specific in your organization, you can allow employees to check-in / check-out earlier or later than the shift duration. Enable and adjust the Shift Margins preferences as required. With the settings depicted in the screenshot below, the shift starts at 9:00 AM and ends at 05:00 PM. However, employees can check-in as early as 08:00 AM and leave as late as 06:00 PM.
   
4. Choose if weekends are based on location or shifts. 
   
5. If you want to have half working days or half weekends, then enable the corresponding option. By enabling this option, you can choose between a full day, the first or the second half as the weekend. For example
6. In this example, Sundays are holidays. However, the first half of all Saturdays are considered as a shift (half working day). The second half is considered as weekend.
   
7. If you wish to record shift allowance, then enable the Provide Shift Allowance option and provide the rate per day. This data is typically pushed to Zoho Payroll or exported. The data can be accessed in the Attendance Tabular View and Presence hours break-up report.
   
8. Finally, select the applicable locations for this shift. Use the Add Criteria button to select departments or divisions within the selected location to have a more precise control over applicability. 
   
9. Click Save

To customize aspects such as working hours, strict or lenient attendance modes,  overtime and deviation calculation, imposing maximum work hours, time round-off, or grace period, check out the Specific Policy feature available through the Attendance service settings. 

Assigning Shifts

1. Go to Operations > Shifts > Employee Shift Mapping
   
2. Use the Filter icon to list only the employees you are looking to change the shift for. For this example, let us select only the support employees belonging to the IT department. (Furthermore, you can include shift as a criteria in filter options, for example, if you only want to select employees belonging to the general shift)
   
3. Click on Change Shift 
   
4. Make any inclusions or exclusions from the employee list, add any criteria if required, select the shift name, applicable date, and enter the reason for change.
   
5. Finally, click Submit
   

For managers looking to assign shifts for their reportees, they can do so by navigating to Attendance > Team > Shift Schedule

Zoho People also includes a Shift Rotation feature, using which shifts can be automatically assigned to employees and rotated on a speicifed frequency. Click here to learn more about Shift Rotation.