How to Manage Employee Shift with Horilla HRMS’s Shift Roster Import
Managing employee shifts can often be a complex and time-consuming task, especially when dealing with rotating schedules. However, Horilla HRMS simplifies this process with its intuitive Shift Roster Import feature. This functionality allows admins and reporting managers to effortlessly create and manage rotating shifts, ensuring smoother operations and better workforce management.
How to Import a Shift Roster in Horilla
1. Access the Rotating Shift Menu
To begin, navigate to the Rotating Shift menu under the Employees section (marked as 1). Here, you’ll find all the tools needed to manage your team’s schedules seamlessly.
2. Initiate the Import Process
On the Rotating Shift page, click on the Actions button (marked as 2). From the dropdown menu, select Import (marked as 3). This will prompt you to download a template specifically designed for shift roster imports.
3. Understand the Shift Roster Template
The template is structured to make data entry straightforward. Here’s a breakdown of the columns:
- 1st Column: Badge ID of the employee.
- 2nd Column: Name of the employee.
- 3rd Column: Title of the rotating shift.
- Subsequent Columns: Dates for the shift roster.
Important Note: Dates must be entered in the dd-mm-yyyy format. Additionally, the dates should be consecutive days (one day apart) to maintain proper sequencing.
4. Fill in the Template
Populate the template with the relevant employee details and their corresponding shift dates. Once completed, save the file and upload it back into Horilla.
5. Complete the Import
After uploading the template, Horilla HRMS will process the data and automatically assign the shifts to the respective employees.
Benefits of Using the Shift Roster Import Feature
Efficiency
Automating the shift creation process significantly reduces administrative workload while ensuring accuracy in shift allocations.
Flexibility
Easily manage rotating shifts for multiple employees, even with complex scheduling requirements, without any hassle.
Transparency
Employees can view their assigned shifts in advance, promoting better communication and planning within the organization.
Tips for Successful Shift Roster Imports
- Double-check the dates to ensure they are in the correct format and sequence.
- Verify employee details (Badge ID and Name) to avoid mismatches and incorrect assignments.
- Use the template consistently to maintain uniformity in data entry and prevent errors.
By leveraging Horilla HRMS’s Shift Roster Import feature, admins and reporting managers can streamline shift management, allowing them to focus on more strategic aspects of workforce planning. Whether you’re managing a small team or a large workforce, this tool is designed to make your life easier, ensuring efficiency, accuracy, and smooth operations.
