Managing Employee Shifts in CRMLeaf

The Shift Roster Module in CRM LEAF enables HR teams to efficiently manage employee work schedules. It supports bulk shift assignments, date-based
scheduling, shift overrides, and exporting shift plans. This ensures clear visibility of team availability and smooth operational planning.

How to Add a New Shift Roster

To assign shifts to employees:

Go to HRMS > Shift Roster > Add Shift Roster.

Fill out the required fields:

• Department: Select the department to which the shift applies.
• Employees: Choose one or multiple employees from the list.
• Employee Shift: Select the shift to be assigned.
  Assign Shift By:
• Date: Choose a single date or
  Multiple: Select multiple individual dates, or
  Month: Apply shift for the entire month.
• Note: Existing shifts for selected dates will be overridden.
• Date: Pick the start date (e.g., 2025-05-19).
• Remark: Add notes or comments (optional).
• Add File (optional): Attach documents (e.g., shift policy or change memo).
• Click Save to assign the shift(s).

Assign Bulk Shifts

Use this feature to assign the same shift to multiple employees at once.

• Select the Department and checkmark the employees.
• Choose the Employee Shift (e.g., General Shift, Night Shift).
• Choose Assign Shift By: Date, Multiple Dates, or Month.
• Enter remarks if needed.
• Attach any relevant file.
• Click Send Email to notify the selected employees.
• Click Save to finalise the bulk assignment.
• Existing shifts for selected dates will be overwritten.

Summary View

The Summary View provides a comprehensive overview of all shift allocations:

• Department
• Employee Name
• Assigned Shift
• Shift Timing
• Assignment Date(s)
• Remarks
• Status (Confirmed/Pending)
• Use filters to search by date, department, or employee name. This view helps HR track and validate all shift distributions in one glance.

Shift Change Request

Employees can request shift changes directly from their profile (if enabled by HR).

They can:

• Propose new shift dates.
• Provide a reason for change.
• Attach supporting files (if required).
• Submit request for manager approval.

 

Exporting Shift Roster

You can export the shift schedule in Microsoft Excel format for planning, sharing, or compliance purposes.
Path:

• Go to HRMS > Shift Roster > Export to download the Excel file.

Quick Actions – Shift Roster Module

Action	How To
Add Shift Roster	Click Add Shift Roster, complete the form, and click Save.
Assign Bulk Shifts	Select multiple employees, dates, and assign the desired shift.
Use Calendar View	Navigate via Month, Week, Day, or List for scheduling.
Shift Change Request	Available to employees (if enabled), submitted via their profile.
Export Shift Roster	Go to Shift Roster > Export to download Excel schedule.

FAQ

Q: Can I assign the same shift to multiple employees at once?
A: Yes, use the Assign Bulk Shifts option.
Q: What happens if a shift already exists on the selected date?
A: The existing shift will be overridden.
Q: Can I schedule for an entire month?
A: Yes. Use the Month option under “Assign Shift By.”
Q: Is shift change request approval required?
A: Yes, changes are reviewed and approved by the reporting manager or HR.