Shift Management Overview – Shift Roster Module in CRMLEAF

The Shift Roster Module in CRM LEAF empowers HR teams to manage employee work schedules with clarity and efficiency. Whether assigning individual shifts, applying bulk schedules, handling shift change requests, or reviewing team allocations, the module centralizes all shift planning tasks for streamlined operations.

Assigning Bulk Shifts

The Assign Bulk Shifts feature enables HR personnel to assign the same shift to multiple employees across different dates or months, significantly reducing manual effort.

Steps to Assign Bulk Shifts:

1. Navigate to: HRMS > Shift Roster > Add Shift Roster
2. Select the Department and choose the employees.
3. Choose the Employee Shift (e.g., General, Night, Split Shift).
4. Under Assign Shift By, select:
   Date: Single-day assignment.
   Multiple: Assign to selected individual dates.
   Month: Apply to all days in a chosen month.
5. Enter Remarks (optional).
6. Attach a file (e.g., schedule memo).
7. Click Send Email (to notify employees).
8. Click Save to finalize assignment.

Note: Any previously assigned shifts for the selected dates will be overwritten.

Shift Change Requests

Employees (if granted access) can submit Shift Change Requests through their profile. This feature ensures flexibility for employees and maintains oversight by managers.

How It Works:

• Employee selects proposed shift date(s).
• Enters a reason for change.
• Optionally attaches files (e.g., doctor’s note).
• Submits the request for manager or HR approval.
• Managers can review, approve, or reject based on availability and workload.

Summary View – Shift Allocation Dashboard

The Summary View provides a centralized snapshot of shift schedules across departments, enabling HR managers to quickly evaluate workload distributions.

Key Columns Displayed:

Column	Description
Department	Department the employee belongs to
Employee Name	Name of the scheduled employee
Assigned Shift	The specific shift assigned (e.g., General)
Shift Timing	Start and end time of the shift
Assignment Date(s)	Dates covered under the shift assignment
Remarks	Any notes included during assignment
Status	Confirmed or Pending

Use filters by department, date, or employee name for efficient navigation and review.