Shift Management
A Shift defines a work pattern β the hours, break rules, and (for fixed-time shifts) the start and end times an employee following it is expected to work. Shifts are the building block for Schedules: each day of a schedule points at one shift. Shift Management is where you create, edit, and bulk-import the shifts your company uses.
Opening Shift Management
- Click HR in the sidebar.
- Open Scheduling.
- Click Shift Management (
/manpower/scheduling/shift).
The Shift List
Every shift your company has defined appears in a single list β there is no pagination and no column-visibility toggle. Each row shows:
- The Shift Code and a type badge.
- The Description, or "No description" if none was entered.
- Work, Break, and Span hours.
- The shift's start β end time (fixed-time shifts only) and its created date, on the right.
Above the list:
- A search box matches against both the Shift Code and the Description.
- A shift-type filter narrows the list to one shift type.
- A sort control orders the list by Code (AβZ), Recently created, or Shift type.
- Clear filters appears once a search term or filter is active.
Click a row to open that shift's Detail page. If you have the Shift create permission, Add Shift and Import appear at the top right.
The list loads up to 1,000 shifts in one request. If your company has more than that, a banner at the bottom reads "Showing the first N of Total shifts. Narrow your search to see the rest." β narrow the search or filter to find shifts beyond the cap.
Creating a Shift
- Open Shift Management and click Add ShiftRequires the Shift create permission.
- Fill in the formSee the field reference below.
- Click Create ShiftThe new shift appears in the list.
| Field | Required | Notes |
|---|---|---|
| Shift Code | Yes | Identifying code, e.g. REGULAR-9TO6. |
| Shift Type | Yes | Time Bound (fixed start/end times), Flexitime and Extra Day (a target number of working hours, no fixed clock), Semi-Flexi (a target number of working hours plus required core working hours), Rest Day, or Auto Fill. |
| Description | No | Free text, up to 500 characters, with a live count as you type. Explains what the shift is for and who it applies to β useful since a code like REGULAR-9TO6 says nothing on its own. Shown on the list row and on the shift's Detail page; "No description" appears when left blank. |
Time Bound shifts
Add one or more time intervals (Start Time / End Time); click Add Time Interval for more than one. On any interval after the first, you can mark it as a break instead of work time. A summary banner shows the computed target working hours, break hours, and net work hours (span minus break) as you edit the intervals.
Flexitime, Extra Day, and Auto Fill shifts
These types have no fixed clock β instead you enter the target Working Hours (required for Flexitime and Extra Day) or Auto Fill Working Hours (required for Auto Fill).
Holidays are never auto-filled: on a holiday, an Auto Fill shift reads as a holiday instead of a worked day unless the employee has an attendance record for it β a punch, a Time Tracker session, or an approved Certificate of Attendance.
Rest Day shifts
A Rest Day shift has no hours of its own, but it can carry an optional Work shift: the shift a worked rest day runs on by default. Only Time Bound, Flexitime and Semi-Flexi shifts can be chosen. When an employee files Rest Day Work (or HR uses Enable Day in Time Keeping), the Work shift is used as the default (the form shows it read-only to employees); leave the field empty to use the built-in 8-hour flexitime (8 h work, 1 h unpaid break, then overtime). An Extra Day shift can carry the same default Work shift, because extra days are handled exactly like rest days: they start unapproved, need a Rest Day Work filing or HR's Enable Day, and run on a work shift (the shift's hours are paid at the rest-day rate, hours past the shift are overtime and need an approved Overtime filing, and no lateness or undertime applies).
A Rest Day or Extra Day shift without a default Work shift is normal: worked days then run on the built-in 8-hour flexitime. New companies start with the REST-DAY shift without a default. A default set later does not re-price a day already approved.
Changing the shift type away from Rest Day clears the Work shift. A shift that is some Rest Day shift's Work shift cannot be deleted until you unlink it.
Semi-Flexi shifts
A Semi-Flexi shift works like Flexitime β employees choose when to work their Working Hours β but must be present during the core working hours. When you pick Semi-Flexi as the Shift Type, these settings appear:
- Core Start β required. A first time-in after it is late.
- Core End β required. A last time-out before it is undertime. It must be after the Core Start, and the core window cannot be longer than the working hours plus the break.
- Require full working hours β when on, rendering fewer than the Working Hours (excluding breaks) is undertime too. When off, only late (and leaving before the Core End) is counted, and a short day is paid in full.
- Break Hours (in Break Configuration) β the unpaid break. On its own it is only taken from time beyond the Working Hours. Turn on Deduct meal break to take it off whenever the employee is present more than the Deduct after (hours of work) value (default 5), so a mandatory lunch never counts as work. A half day at or under that value keeps every hour.
Example: Working Hours 8, Core Start 10:00 AM, Core End 3:00 PM, Require full working hours on, Break Hours 1 and Deduct meal break on (after 5 hours). Employees may come in any time up to 10:00 AM and must render 8 hours of work, not counting the 1-hour lunch.
| Time in β time out | Hours worked | Late | Undertime |
|---|---|---|---|
| 7:00 AM β 4:00 PM | 8 (9 present β 1 lunch) | 0 | 0 |
| 8:00 AM β 4:00 PM | 7 (8 present β 1 lunch) | 0 | 1 hour |
| 10:00 AM β 12:00 PM, then 1:00 PM β 7:00 PM | 8 (logs joined 10:00β7:00, β 1 lunch) | 0 | 0 |
| 10:30 AM β 7:30 PM | 8 | 30 minutes | 0 |
| 10:30 AM β 7:00 PM | 7.5 | 30 minutes | 30 minutes |
| 7:00 AM β 11:00 AM (half day) | 4 (not over 5 hours, no lunch taken off) | 0 | 4 hours |
When an employee clocks out for lunch and back in, the two logs are joined from first time-in to last time-out and the lunch is taken off once β so a lunch longer than the Break Hours is not counted separately.
Late and undertime together never exceed one day's Working Hours. Stepping out during the day is not counted on its own. Hours beyond the Working Hours and the break are overtime, as with Flexitime β for example 7:00 AM β 6:00 PM is 8 hours of work, 1 hour of break and 2 hours of overtime, paid once an overtime request is approved.
Late uses the payroll group's late grace period, if one is set. For a strict "after 10:00 AM is late" rule, set that group's late grace period to 0.
Semi-Flexi is not offered on Schedule Adjustment requests, because an adjustment has no core working hours. Assign a Semi-Flexi shift through a schedule instead.
Break configuration
When the shift has no explicit break interval, a Flexible Break Hours field sets a flat break duration. If it's greater than zero, a Deduct meal break (unpaid DOLE lunch) checkbox appears (for Time Bound and Semi-Flexi shifts) β turning it on adds a Deduct after (hours of work) field, so the break is only deducted once a shift runs past that many hours.
The meal-break checkbox and its threshold are offered only for Time Bound and Semi-Flexi shifts. For Flexitime, Auto Fill, Rest Day and Extra Day shifts they are hidden and saved as off, because those types have no meal-break deduction.
Shift Details
Clicking a row opens the shift's Details page, with Edit and Delete actions (subject to your permissions).
- Shift Info β Shift Code, Shift Type, Start Time, End Time, and Description. A Rest Day shift also shows its Work shift (or βNot setβ, meaning the built-in 8-hour flexitime).
- Working Hours β Total Work Hours, Break Hours, Target Hours, Shift Break Hours, and β for Semi-Flexi shifts β Core Working Hours and Require Full Working Hours.
- Time Schedule (Time Bound shifts only) β one row per interval, with Start Time, End Time, Work Hours, Type (Work Time / Break Time), and Night Shift (Yes/No).
Changing a shift restates everyone on it automatically. A few seconds after you save, the cutoffs of employees whose schedule, individual day or team day uses that shift are recomputed in the background while they are still in the Timekeeping stage β no Recompute All needed. Cutoffs submitted to payroll are not changed.
This action cannot be undone. Shifts in use by schedules cannot be deleted.
Bulk Import
Click Import on the Shift Management list to open the import dialog (Shift create permission required). The flow has four stages:
- Upload β click Download Template for a blank Excel workbook, fill it in, then drag it into the upload zone (or click to browse) and click Upload & Validate.
- Validate β the dialog reports how many rows are valid, have warnings, or have errors. Rows with errors cannot be imported until fixed and re-uploaded; rows with warnings can be selectively approved.
- Review β if there are warnings, check the rows you still want to import and click Approve & Process.
- Import β the dialog shows how many rows were created, updated, or failed, then click Done.
A shift code that already exists in your company is updated by the import; a new code is created.
The Shift Type column accepts Semi-Flexi. For a Semi-Flexi row, Start Time is the core start and End Time is the core end (both required; the end must be after the start). Target Hours is the working hours and Flexible Break Hours is the break. The core window must fit within Target Hours plus the break hours.
The Description column
The template's last column (column 9, after Total Work Hours) is Description β optional free text, up to 500 characters. A row whose description exceeds 500 characters fails validation.
If you already downloaded an older 8-column template, it still imports fine β the missing 9th cell is simply read as blank. And re-importing an older (or blank- description) file to update an existing shift does not erase a description that was already set β only a non-empty Description cell overwrites it.
Common Tasks
| I want to⦠| Do this |
|---|---|
| Find a shift by what it's for, not just its code | Use the search box on Shift Management β it matches both Shift Code and Description. |
| See only one kind of shift | Use the shift-type filter next to the search box, or the Shift type sort option. |
| Bulk-create or update many shifts at once | Click Import, download the template, fill it in (Description is optional, last column), and upload it. |
| Explain what a shift like REGULAR-9TO6 is for | Open the shift, click Edit, and fill in the Description field. |
Related Pages
- Schedule Management β assign shifts to each day of the week
- HR Settings β company-wide Time Tracker and timekeeping rules
How It Connects
For the full walk-through of building shifts and schedules, see Manage Schedules.
Feeds into
- Schedule Management β each day of a weekly schedule points at one of these shifts.
- Individual Scheduling β assigns a shift to an employee for a specific day.
- Team Scheduling β assigns a shift to a whole team for a day.
- Schedule Adjustment filings β use shifts when an employee asks to change a day.
- Payroll Time Keeping β a shift's hours decide lateness, undertime and overtime.