Shift Schedule Assignment
Shift Schedule Assignment
ERPNext's Frappe HR module's Shift Schedule Assignment feature facilitates the development of automated and repetitive shift assignments from a selected schedule by systematically allocating pre-defined shift schedules to workers. Improved workforce planning is guaranteed, and repetitive manual shift data input is eliminated.
1. Prerequisites
The following records must be created and configured in your ERPNext system prior to creating a shift schedule assignment:
Employee: In order to ensure that the assignment is associated properly, the employee record must already be in place with proper personal, job, and employment information.
Shift Schedule: There is to be a proper shift schedule that indicates the various types of shifts, repetition patterns, and occurrences of repeating assignments.
Shift Location (Optional): The field can be preconfigured to set up the exact branch or workplace for which the employee is to be assigned if the shifts are location-based.
2. How to make an assignment for a shift schedule
Follow these steps to directly make an assignment of shift schedule in ERPNext:
In order to get to the creation form, click Add Shift Schedule Assignment.
To ensure that the assignment is associated with the right employee, schedule, and location, select the Employee, Shift Schedule, and, if applicable, the Shift Location.
Set the Shift Status: This will be used for all assignments that are created from this schedule and sets the status of the created shift assignments (e.g., Active, Inactive).
If you wish the system's scheduler to create shifts for this employee automatically without your intervention, mark the Enabled checkbox. To stop or suspend automatic creation, uncheck this option.
Choose the date on which the system is to start creating shift assignments by entering the "Create Shifts After" date. This field is automatically updated with the next generation cycle once the scheduler has completed creating shifts.
Click Save to save the data. If active, the scheduler will ensure shifts are created according to the scheduled schedule once saved.
