Managing and Exporting Shift Schedules in CRM LEAF

Exporting Shift Roster

Shift plans can be exported for reporting, compliance, or team communication.
Path:
HRMS > Shift Roster > Export
Downloads in Excel (.xlsx) format.

Includes details like employee names, assigned shifts, dates, and remarks.

Quick Actions – Shift Roster Module

Action	How To
Add Shift Roster	Click Add Shift Roster, fill the form, click Save
Assign Bulk Shifts	Select employees, shift, and date range; click Save
View Summary	Use the Summary View for an overview of all allocations
Submit Shift Change	Employees request via Profile > Shift Change Request
Export Shift Schedule	Go to Shift Roster > Export to download the Excel file
Navigate Calendar View	Use Month, Week, Day, or List view to visualize schedules

 

FAQ – Shift Roster

Q: Can I assign the same shift to many employees simultaneously?
A: Yes, use the Assign Bulk Shifts feature to select multiple employees and assign shifts for a single or multiple dates.
Q: What if an employee already has a shift scheduled on the same date?
A: The existing shift will be overridden with the new assignment.
Q: Can shifts be scheduled for an entire month?
A: Yes. Select the Month option under “Assign Shift By” while assigning shifts.
Q: Can employees request changes to their shift?
A: Yes, if the feature is enabled. Requests are sent for manager/HR approval.
Q: Is it possible to export shift plans?
A: Absolutely. Use the Export option to download the roster in Excel format.