To be able to use the shift scheduler you must first set up the following:
Office locations
Work Timings
The first step in creating your schedules is defining one or more Work Center/s.
A work center is a group of shift employees rotating between one or more shift timings and office locations, and managed by a Scheduler (who is responsible for ensuring the offices are adequately staffed with the right employees for all the shifts).
To build a Work Center follow the below steps:
Step 1: Under Configuration, click on Attendance, and expand Work Timings. Edit the default settings and continue to Add New timings as needed
Click here to know more about setting up Work Timings on Bayzat
Step 2: Under Configuration, click on Company, and expand Offices. Edit existing office locations and Add New offices as required.
Click here to know more about setting up your Offices on Bayzat
Step 3: Create your Work Centers under Configuration > Attendance > Expand Work Centers and click on Add New
Fill in the details of your new Work Center by selecting an employee who will be responsible for -
Scheduling shifts for this group
Including the relevant shift timings for this group
Including all the offices you want to staff in this group
Note:
You cannot assign the same office location to multiple Work Centers
Employees you wish to assign as schedulers/owners of a particular Work Center must be assigned the Shift Scheduler permission as highlighted above. Click here to learn more about roles and permissions.
If all your employees will be managed by the same Scheduler, you can create just one work center with all your shift employees and all office locations.
Step 4: Select the shift employees who belong to this work center by clicking on the employee name or using the search bar
You can make edits to your work centers by clicking on the edit button as shown below
Now that you've set up your Work Centers you can start scheduling your shifts. Click here to learn how.