AutoCount HRMS: How to Set Shift Schedule Guide
AutoCount HRMS: Shift Schedule Guide
Manage your workforce like a pro with the Shift Schedule in AutoCount HRMS! From regular office hours to flexible or rotating shifts, this feature gives you the freedom to assign schedules that fit your team. Start by creating your shifts and rules — once that’s done, use the schedule wizard to roll out your shift plan fast
- Shift Schedule Setup Guide
This guide will assist you in setting up the shift schedule in AutoCount HRMS.
Important Note: To setup a shift, ensure that you have created the shift under Shift Maintenance & the rules under Rule Maintenance before proceeding.
Step-by-Step Clock In Process
Follow these 5 simple steps to successfully clock in using the AC Payroll mobile app
1. Access Shift Schedule Module
- To setup the shift schedule, navigate to Human Resource > Shift Schedule under Attendance Management in the AutoCount HRMS main menu.
You will be presented with the shift schedule interface where you can view existing schedules and create new ones.
2. Create New Shift Schedule
Click on Add New at the top right corner of the Shift Schedule screen to create a new shift schedule.
This will open the schedule creation wizard where you can define the parameters for your shift schedule.
3. Select Scheduling Method
- AutoCount HRMS provides three different ways to assign shifts to employees. Select the method that best fits your organization’s needs:
Standard
This method is more suitable for office or companies that has a fixed schedule throughout the entire year.
Roster
This is more suitable for office with contract workers or restaurants with alternating schedules on a monthly basis.
Flex
This is also suitable for restaurants or companies with daily / weekly alternating schedules.
Select your preferred method of schedule wizard and click on Next to proceed to employee selection.
4. Select Employees
Click on Employee to select the employee(s) that you would like to create the schedule for.
You can select individual employees, groups, or departments depending on your organizational structure.
5. Configure Schedule Parameters
Select the Year and configure any optional settings specific to your scheduling needs.
Choose your preferred method of batch creation for the shift:
- Shift for each month– Apply the same shift pattern across an entire month
- Shift for each week’s day– Define shifts based on days of the week (e.g., different shifts for weekends)
6. Assign Shifts to Days
Select the month you want to schedule.
Choose the specific day(s) you would like to assign a shift to, then select the shift along with the rule that you would like to assign for those days
Note: Rules determine overtime calculations, break times, and other shift-specific parameters. Make sure you have set up rules in Rule Maintenance before assigning them here.
7. Apply and Confirm Schedule
Once you have configured all parameters, click on Apply to create the shift schedules.
A confirmation message will appear. Click on Confirm to apply the shift into the schedule.
The shift would then be created.
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