# Shift Schedule

<p class="doc-lead">Shift Schedule groups the tools for defining shifts, assigning them to employees, and viewing monthly shift calendars. Use these screens together to plan and manage employee work schedules.</p>

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<p class="doc-toc-title">On this page</p>
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<span class="doc-toc-group-title">Getting started</span>
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<a href="#/hr/shift-schedule?id=overview">Overview</a>
<a href="#/hr/shift-schedule?id=components">Components</a>
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<span class="doc-toc-group-title">More</span>
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<a href="#/hr/shift-schedule?id=workflow">Typical Workflow</a>
<a href="#/hr/shift-schedule?id=best-practices">Best Practices</a>
<a href="#/hr/shift-schedule?id=related">Related</a>
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<h2 id="overview">Overview</h2>

Shift scheduling in Freespace HRMS involves three linked screens:

| **Screen** | **Purpose** |
|------------|-------------|
| <a href="#/hr/shift-setup">Shift</a> | Define shift blocks (start time, end time, breaks). |
| <a href="#/hr/employee-shift-week-template">Employee Shift Week Template</a> | Create repeating weekly shift patterns for groups of employees. |
| <a href="#/hr/employee-shift-map">Employee Shift Map</a> | Assign shifts to individual employees by date, or generate from a template. |

Attendance uses assigned shifts to populate shift in/out times when attendance is generated.

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<h2 id="components">Components</h2>

<h3>Shift</h3>
Master data for shift definitions. Each shift has a name, start/end time, and optional break details. See <a href="#/hr/shift-setup">Shift</a>.

<h3>Employee Shift Week Template</h3>
A reusable weekly pattern that assigns a shift to each employee for every day of the week (Monday through Sunday). See <a href="#/hr/employee-shift-week-template">Employee Shift Week Template</a>.

<h3>Employee Shift Map</h3>
Date-level shift assignments. View a monthly calendar showing which shift each employee works on each day. Generate assignments from a week template or add individual shift mappings. See <a href="#/hr/employee-shift-map">Employee Shift Map</a>.

<h3>Employee Shift Mappings Report</h3>
A monthly grid report (under Shift Schedule) showing all employees and their assigned shifts per day. Supports Export, Print, and <b>Add Shift</b> to generate mappings from a template.

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<h2 id="workflow">Typical Workflow</h2>

<ol>
<li><b>Define shifts</b> — Create shift blocks in <a href="#/hr/shift-setup">Shift</a> (e.g. Morning 8-4, Evening 4-12, Night 12-8).</li>
<li><b>Create a week template</b> — In <a href="#/hr/employee-shift-week-template">Employee Shift Week Template</a>, assign shifts for each day of the week for a group of employees.</li>
<li><b>Generate shift map</b> — In <a href="#/hr/employee-shift-map">Employee Shift Map</a> or the Shift Mappings report, select a period and template, then generate assignments for the month.</li>
<li><b>Adjust individual days</b> — Override specific dates in the Shift Map when schedules change.</li>
<li><b>Generate attendance</b> — When attendance is generated, shift timings are loaded from the shift map for each employee and date.</li>
</ol>

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<h2 id="best-practices">Best Practices</h2>

<ul>
<li>Define all shift blocks before creating templates or maps.</li>
<li>Use week templates for stable schedules — they save time compared to day-by-day assignment.</li>
<li>Review the Shift Mappings report monthly to catch gaps or conflicts.</li>
<li>Update shift maps before generating attendance for a new month.</li>
</ul>

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<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/hr/shift-setup">Shift</a></li>
<li><a href="#/hr/employee-shift-week-template">Employee Shift Week Template</a></li>
<li><a href="#/hr/employee-shift-map">Employee Shift Map</a></li>
<li><a href="#/hr/daily-attendance">Daily Attendance</a></li>
<li><a href="#/hr/time-slot">Time Slot</a> — alternative fixed weekly schedules for salaried staff.</li>
</ul>

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<h2 id="faq">FAQ</h2>

<b>When should I use Shift vs Time Slot?</b><br>
Use <b>Shift</b> and shift maps for labour employees with variable daily schedules. Use <b>Time Slot</b> for salaried staff with the same weekly hours every week.

<b>Must I generate shift map before attendance?</b><br>
Yes for labour employees. Without a shift assignment, shift in/out times are empty when attendance is generated.

<b>Can two employees share the same week template?</b><br>
Yes. One template can list many employees with different shifts per day on each row.

<b>What if I change a shift block after mapping?</b><br>
Existing shift map records keep old shift IDs until regenerated — regenerate the period after editing shift timings.

<b>Where do I see gaps in monthly assignments?</b><br>
Use the Employee Shift Mappings report under Shift Schedule — empty cells mean no shift assigned for that date.

<b>Does shift schedule affect payroll OT?</b><br>
Yes. Scheduled shift times drive late/early calculations and attendance-based overtime on <a href="#/payroll/pay-run">Pay Run</a> when enabled.
