Attendance Settings and Shift Management

What is Attendance Settings?

The Attendance Settings module in CRM LEAF allows administrators to manage employee shift schedules, shift rotations, and attendance automation. These settings help streamline time tracking and optimise workforce scheduling for better efficiency.

Shift Rotation

Shift Rotation enables automated scheduling of employees across different shifts in a recurring cycle.

Example

Rotation Name	No. of Employees	Replace Existing Shift of Employees	Send Rotation Notification	Status	Action
Morning Cycle	10	Yes	Yes	Active	Edit/Delete
Weekend Team	5	No	No	Inactive	Edit/Delete

Employee Shifts

Manage the individual shift timings and other related details.

Name	Time	Others	Action
Morning Shift	9:00 AM – 6:00 PM	Lunch Break: 1hr	Edit/Delete
Night Shift	10:00 PM – 6:00 AM	No Break	Edit/Delete

Shift Rotation Setup

Add Rotation

• Rotation Name
• Set Rotation Frequency
• Color Code (e.g., #16813D)
• Select Shift(s)

Shift Rotation Sequences

Configure how shifts rotate between employees. You can automate shift assignments by department and employee.

Add Automate Shift

• Department
• Employees(e.g., Abraham, Amie Green, John Williams)
• Rotation Name

Run Shift Rotation

Manually run a configured shift rotation.

• Rotation Name
• No. of Employees
• Replace Existing Shift
• Send Notification

Use this section to execute previously configured rotations when needed.

Quick Actions – Attendance Settings

Action	How To
Create a Shift Rotation	Go to Shift Rotation > Add Rotation, set name, frequency, and shifts.
Assign Automated Shifts	Use Automate Shifts to assign shifts by department and employee.
Add Employee Shift	Navigate to Employee Shifts, click Add, and define shift timings.
Run a Shift Rotation	Go to Run Shift Rotation, select the desired rotation, and execute it.
Enable Rotation Notifications	Enable toggle while creating or editing a rotation.

FAQ – Attendance Settings

Q: Can I assign multiple shifts to the same employee?
A: Yes, using automated shift sequences, employees can be assigned rotating shifts.
Q: What happens if I enable “Replace existing shift”?
A: It will override any previously assigned shifts for selected employees with the new rotation.
Q: How do notifications work in shift rotation?
A: If enabled, employees will receive notifications when a new rotation is scheduled.
Q: Can I view past shift rotations?
A: This feature displays only active or configured shift rotations. Past logs may be found in attendance history.