Manage Schedules | Organize Teams, Locations, and Departments

Manage schedules

Schedules in Zoho Shifts let you group your employees who work across multiple business locations, teams, or departments and manage their scheduling and time tracking.

How schedules work

A schedule defines how employees are grouped and managed together in Zoho Shifts for shift assignment and time tracking. Employees can be assigned to multiple schedules, and their assigned schedules determine the permissions for every action they perform within the application. 

For example, a manager assigned to a specific schedule can only create shifts for employees within that schedule, and not for the employees in other schedules.

Based on the schedules assigned:
  1. Administrators have access to all Zoho Shifts modules, where they can configure and set up the entire structure of their organization.
  2. Managers and supervisors can create shifts, manage requests and time off, and view time entries and attendance only for their assigned schedules. 
  3. Employees can work for their assigned shifts, trade shifts within the schedules they are assigned to, and pick up open shifts for the schedules they are a part of.
Notes
While schedules help organize employees into groups, job sites specifically track where work is to be done. Use job sites when employees work across multiple client locations or physical work sites.

Before you start

To create or modify schedules, you’ll need the Administrator access level or the Add, edit schedules permission enabled.

To create a schedule

By default, Zoho Shifts creates a schedule with your organization’s name. You can create additional schedules when you need separate teams for scheduling, time tracking, permissions, or approval workflows.
  1. Navigate to the Settings menu in the top-right corner.
  2. Select Schedules under the Organization section.
  3. Click +Add Schedule.
  4. In the New Schedule window, enter the Name.
  5. Enter the schedule Address by typing it in or dropping a pin on the map. If geofencing is enabled in your Time Clock settings, make sure the address is precise. If not, employees may face issues while clocking in/out.
  6. Enable the Override organization's geofence settings if you want to add a schedule-specific geofencing rule, and enter the radius for which employees can clock in and out for this schedule.
  7. Click Save Schedule.

To delete a schedule

Schedule deletion will permanently remove all the shifts, job sites, templates, and other associated data. Make sure that there are no employees assigned to the schedule you are deleting. 
To delete a schedule, click the delete icon, review the details about the data loss affecting related shifts, time entries, and templates, then delete the schedule.

To assign a schedule

To assign or update employee schedules, you'll need the Administrator access level or the Add, edit employees permission enabled. Managers can update schedules only for employees within the schedules they’re assigned to.
  1. Navigate to the Employees tab.
  2. Click More actions (•••) parallel to the employee’s name and select Edit.
  3. Select the Job tab.
  4. Select or remove Schedules as needed.
  5. Click Save at the bottom of your screen.

To assign schedules in bulk

Select the employees using the checkboxes next to their names, or use the checkbox in the Employees column header to select all. Click More, then choose Assign Schedule, select a schedule, and click Save.



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