Timesheet - automatically create shifts

This article contains the following topic:

  • How to adjust the timesheet rules to automatically create shifts for all users
  • How to adjust the timesheet rules to automatically create shifts for a single user

What is the auto create shift function

If you are not using a clocking mechanism, timesheet shifts can be automatically created based on an employee's standard day or their roster shifts. 

Why is this important

This feature is useful for individuals that are not required to clock their shifts. By enabling this feature a users shifts will be generated according to their rostered shifts or standard days.

How to adjust the automatically create shifts timesheet rule for all users

1. Click Organisation

2. Click Organisation 

3. Click Rules

4. Expand Timesheet Rules

5. Scroll down to the rule called 'Automatically create shifts'

6. Change this rule to what is required by clicking on Edit

 

How to adjust the automatically create shifts timesheet rule for a single user

1. Click Organisation

2. Click Users

3. Click the User (I clicked Joe Bloggs)

4. Click Rules

5. Expand Timesheet Rules

6. Scroll down to the rule called 'Automatically create shifts'

7. To change this rule click on Edit and select the appropriate option from the list. Once a selection has been made click Save.

 

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