Shift

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Shift

Welcome to the user guide for the Shift in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Shift

Used to create shift for employees. The shift will be displayed on the Work shift Tableand Attendancepages. The staff check-in/out according to work shift.

Create Shift

Step 1. Go to Shiftmenu under Timesheets & Leavemodule from the left sidebar

Step 2. Click on the Newbutton

Step 3. In the New shiftpopup, fill in the following details:

  • Department: select one or more departments. If not selected,the shift will be applied to all departments by default.
  • Role: select one or more roles. If not selected,the shift will be applied to all roles by default.If you select both Departmentand Role, the shift will apply to employees who belong to both the selected Department and Role.
  • Staff: choose the staff members to assign this shift
  • From Date: enter the date when the shift begins
  • To Date: enter the date when the shift ends.
  • Repeat Weekly: enable this option if the shift repeats weekly.
  • Specific Period: enable this option to configure which days of the week the shift will apply.
  • Double click on a cell in Shift Detail and select a shift category.

Step 4. Click Saveto create the shift.Once the shift is created, the system will calculate attendance and leave requests based on the assigned shift.

Edit Shift

To edit the details of an existing shift:

Step 1.Go to Shiftmenu under Timesheets & Leavemodule from the left sidebar

Step 2.Select the shift need to be edited and click Editbutton

Step 3. Make the necessary changes and click Savebutton

Delete Shift

If a shift is no longer operational, you can delete it. To delete a shift :

Step 1.Go to Shiftmenu under Timesheets & Leavemodule from the left sidebar

Step 2.Select the shift need to be deleted and click Deletebutton

Step 3. Confirm your selection in the following pop-up. The shift will be deleted.

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