HRStop empowers administrators to efficiently manage and configure roster rules, ensuring that employee shifts are structured and automated according to organizational needs. This guide outlines the steps to view, add, and manage roster rules within the system.
How to Access Roster Rules
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Navigation Path:
Go to Control Panel → Settings → Attendance → Roster Rules - The Roster Rules page will open, displaying a list of existing rules (if any have been created).
Adding a New Roster Rule
To create a new roster rule, follow these steps:
- Click the + Add button located on the top right.
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A form will appear with the following fields:
- Applicable Shift: Select the shift to which the rule should apply.
- Start Date: Choose the date when the rule should begin.
- Repetition: Specify how often the rule should repeat (e.g., One Time, Repeat after every X days).
- Expiry Date: Set the end date for the rule, if applicable.
- Shift Order: Define the order in which shifts should be applied.
- Default Shift: Optionally, select a default shift.
- Click Save to apply and activate the new roster rule.
Managing Existing Roster Rules
- Search: Use the search bar at the top of the Roster Rules page to quickly locate specific entries.
- Edit/Delete: Under the Actions column, you’ll find options to modify or remove existing rules as needed.
- Details Available: Each rule displays information such as tenure, assigned shift, recurrence status, and current activation status.
Note: All changes made to roster rules are applied instantly.
By effectively using the Roster Rules feature, you can streamline shift planning and ensure seamless attendance tracking across your organization.