✔️Roaster Management

This page provides step by step guide bout assigning shift to the employees

How to manually assign shift on week-off for employees?

Step 1: Log into the ESS portal with your manager credentials, go to the ‘Leave’ menu and click on the ‘Approval’ submenu.

Step 2: Click on the ‘More’ at the upper right-hand corner of the screen and click on the ‘Roster Management’ subtab.

Step 3: Select the ‘Date Range’ and click on the ‘View’ button.

Step 4: Select the checkbox for the employee for whom you want to assign the shift. Click on the drop down for the respective date and select the shift you want to assign to the employee.

Step 5: Once you selected the necessary shifts click on the ‘Save’ button.

How to assign shift for employee manually on week-off from the ESS portal?

Step 1: Log into the ESS portal with your manager credential, go to the ‘Leave’ menu and click on the ‘Approval’ submenu.

Step 2: Click on the ‘More’ at the upper right-hand corner of the screen and click on the ‘Roster Management’ subtab.

Step 3: Select the ‘Date Range’ and click on the ‘View’ button.

Step 4: Click on the ‘+’ button next to the ‘Week Off’ of the employee and select the required shift.

Step 5: Once you have selected the required shift on weekend click on the ‘Save’ button and that shift will be assigned to employee for the week off.

How to assign bulk shifts from ESS portal?

Step 1: Log into the ESS portal with your manager credentials, go to the ‘Leave’ menu and click on the ‘Approval’ submenu.

Step 2: Click on the ‘More’ at the upper right-hand corner of the screen and click on the ‘Roster Management’ subtab.

Step 3: Click on the ‘Template’ button towards the upper right-hand corner of the screen and prepare the shift roster accordingly.

Step 4: To upload the roster file you prepared click on the ‘Upload’ button from the upper right-hand corner of the screen and a pop-up will open.

Step 5: Click on the ‘Choose File’ button to select the file and click on the ‘Upload’ button and the file will be uploaded.

How to assign shift to a single employee manually from the ESS portal?

Step 1: Log into the ESS portal with your manager credentials, go to the ‘Leave’ menu and click on the ‘Approval’ submenu.

Step 2: Click on the ‘More’ at the upper right-hand corner of the screen and click on the ‘Roster Management’ subtab.

Step 3: Select the ‘Date Range’, ‘Select Employee’ and click on the ‘View’ button.

Step 4: Select the checkbox for the employee. Click on the day drop-down for the day, select the shift and click on the ‘Save’ button. The shift will be assigned to an employee.

How to Assign or Change Employee Shifts on the Pocket HRMS ESS Portal as a manager?

Path: ESS login > Leave > Approval > More > Roaster Management > Select Date Range > Select employee to view the data for single or multiple employees or keep the field blank in case you want to view the shifts of all employees > View > Click on already assigned shift > Select the required shift from dropdown > save.

Step 1: Log in to the ESS portal, go to the ‘Leave’ menu, select ‘Approval’.

Step 2: Select and ‘More’, then click on ‘Roaster Management’ from the options provided.

Step 3: Select the ‘Date Range’ for which you want to manage shifts.

Step 4: In the ‘Select employee’ field, choose specific employees to view their data. Alternatively, keep this field blank if you wish to view the shifts for all employees.

Or

Step 5: Click the ‘View’ button to generate the roster.

Step 6: Click on an already assigned shift for an employee to open the editing option.

Step 7: Select the required shift from the dropdown menu and click ‘Save’ to update the schedule.

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveApproval?Menu=rostermanagement

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