{"id":6924,"date":"2021-08-18T09:03:34","date_gmt":"2021-08-18T09:03:34","guid":{"rendered":"https:\/\/portal.workdo.co\/en\/?post_type=ufaq&#038;p=6924"},"modified":"2022-01-14T07:44:27","modified_gmt":"2022-01-14T07:44:27","slug":"1115","status":"publish","type":"ufaq","link":"https:\/\/portal.workdo.co\/en\/ufaqs\/1115\/","title":{"rendered":"The Shift tool setup."},"content":{"rendered":"<p><span style=\"color: #aaaaaa;\">FAQ-ID\uff1a1115<\/span><br \/>\n<span>Shift scheduling is an integral part of any business that operates on shift work. Effective scheduling helps businesses reduce labor costs, boost staff morale, improve efficiency, and much more.<\/span><\/p>\n<p>But creating shift schedules can be a challenging and time-consuming process with many businesses also struggling to track, and even maintain them.<\/p>\n<p>So if your team operates on a shift schedule, then Shift is the tool for your team! The Shift tool simplifies the managing and scheduling processes and offers flexibility and efficiency that will surely amaze your team!<\/p>\n<p><b><span style=\"color: #0000ff;\">\u2502 What Shift can do for your team?<\/span><\/b><\/p>\n<p><!--more--><\/p>\n<ul>\n<li>Employees \u2502 View shifts and upcoming schedule and leave comments and to communicate details.<\/li>\n<li>Managers \u2502 Schedule, maintain employee work shifts, and export shift schedules.<\/li>\n<\/ul>\n<p>Once you have activated the Shift tool, be sure to complete the settings in <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1019\/\" target=\"_blank\" rel=\"noopener noreferrer\">Start WorkDo in 5 Steps<\/a>, especially <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1113\/\" target=\"_blank\" rel=\"noopener noreferrer\">set who are the Shift tool Managers<\/a>.<br \/>\n&nbsp;<br \/>\n<img loading=\"lazy\" class=\"alignnone wp-image-7169 size-full\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2021\/08\/shift-procedure.png\" alt=\"\" width=\"1365\" height=\"765\" data-wp-pid=\"6928\"><\/p>\n<p style=\"text-align: center;\">\u2502 Read the <a id=\"faqs-link\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideSft\/en\" target=\"_blank\" rel=\"noopener noreferrer\">WorkDo Shift Tool Manual<\/a>\u2502<\/p>\n<p>&nbsp;<\/p>\n<div class=\"primary\">\n<h5><img src=\"https:\/\/portal.workdo.com.cn\/wp-content\/uploads\/2019\/01\/ic-recommend.png\">Companion Tools<\/h5>\n<ul>\n<li>Attendance | Shift employees could use <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideCcn\/en\" target=\"_blank\" rel=\"noopener noreferrer\">Attendance<\/a> to clock in\/out on specified locations.<br \/>\nUse <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideCkn\/en\" target=\"_blank\" rel=\"noopener noreferrer\">Check In<\/a> if certain employees move from location to location.<\/li>\n<li>Leave \u2502 We recommend shift employees use <a class=\"ewd-ufaq-post-margin\" id=\"faqs-link\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideLve\/en\" target=\"_blank\" rel=\"noopener noreferrer\">Leave<\/a> for leave applications.<\/li>\n<\/ul>\n<\/div>\n<p>&nbsp;<\/p>\n<div class=\"secondary\">\n<h5>Shift Tool Setting<\/h5>\n<div class=\"icon\">Plan\uff1a<span class=\"disable\">Free<\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/pricing\/\" target=\"_blank\" rel=\"noopener noreferrer\">Paid<\/a><\/span><\/div>\n<div class=\"icon\">Permission\uff1a<span class=\"disable\">Member<\/span><span class=\"disable\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\/\" target=\"_blank\" rel=\"noopener noreferrer\">Workplace Admin<\/a><\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tool Admin<\/a><\/span><\/div>\n<div class=\"icon\">Role\uff1a<span class=\"disable\">Employee<\/span><span class=\"disable\">Manager<\/span><span class=\"active\">Tool Admin<\/span><\/div>\n<div class=\"icon\">Interface\uff1a<span class=\"active\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<p>&nbsp;<\/p>\n<div><b>STEP 1 \u2502 Set the HR Tool<\/b><br \/>\n<a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideHrs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">A necessary tool<\/a> for teams that require employees to clock in\/out, else can be bypassed.<\/div>\n<p><b>STEP 2 \u2502 Set the Attendance Tool<\/b><br \/>\n<a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideCcn\/en\" target=\"_blank\" rel=\"noopener noreferrer\">Another necessary tool<\/a> for teams that require employees to clock in\/out, else can be bypassed.<\/p>\n<p><b>STEP 3 \u2502 Set Shift Work Hours<\/b><br \/>\nA necessary setting for shift employees and teams that require employees to clock in\/out, else can be bypassed.<br \/>\nThink of it as a schedule or shift table, managers could create multiple schedules with multiple shifts to manage different teams and departments.<\/p>\n<p><b>STEP 4 \u2502 Set Duty Rosters<\/b><br \/>\nDuty Rosters are more geared towards specific tasks, duties, or departments that require rotating employees to handle on a day-to-day basis, which is not the same as shift employees. Managers could create multiple schedules with multiple shifts to manage different tasks and duties.<\/p>\n<p>The two likely scenarios for teams that might need duty rosters are:<\/p>\n<ul>\n<li>Teams that do not require emloyees to clock in\/out using the Attendance tool but still need a shift schedule to operate.<\/li>\n<li>Tasks and duties that require rotating employees to manage and monitor.<\/li>\n<\/ul>\n<\/div>\n<div>\n&nbsp;<\/p>\n<h5><img src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2018\/07\/ic-price-lightning-yellow-24.png\">Reminders<\/h5>\n<ul>\n<li>Wanna know how to create shift schedules, manage shifts, switch shifts and notify employees of their upcoming shift schedules? Well, have a look at the Shift Tool Manual for details.<\/li>\n<\/ul>\n<\/div>\n<p><a id=\"faqs-btn\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideSft\/en\" target=\"_blank\" rel=\"noopener noreferrer\">Download Shift Tool Manual<\/a><\/p>\n<div class=\"secondary\">\n<h5>Relevant Questions<\/h5>\n<p><a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1113\/\" target=\"_blank\" rel=\"noopener noreferrer\">Why do I have limited tool access?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1152\/\" target=\"_blank\" rel=\"noopener noreferrer\">What settings in HR are required for new employees?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1117\/\" target=\"_blank\" rel=\"noopener noreferrer\">Understand your tool role and what it does.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/features\/#sft\" target=\"_blank\" rel=\"noopener noreferrer\">What can Shift do for my team?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/features\/#ccn\" target=\"_blank\" rel=\"noopener noreferrer\">What can Attendance do for my team?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/features\/#ckn\" target=\"_blank\" rel=\"noopener noreferrer\">What can Check In do for my team?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/features\/#lve\" target=\"_blank\" rel=\"noopener noreferrer\">What can Leave do for my team?<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>FAQ-ID\uff1a1115 Shift scheduling is an integral part of any business that operates on shift work. Effective scheduling helps businesses reduce labor costs, boost staff morale, improve efficiency, and much more. But creating shift schedules can be a challenging and time-consuming process with many businesses also struggling to track, and even maintain them. So if your<a href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1115\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[936],"ufaq-tag":[1050,1051,1052,1053,1032,1049,1029],"_links":{"self":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq\/6924"}],"collection":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq"}],"about":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/types\/ufaq"}],"author":[{"embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/comments?post=6924"}],"wp:attachment":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/media?parent=6924"}],"wp:term":[{"taxonomy":"ufaq-category","embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq-category?post=6924"},{"taxonomy":"ufaq-tag","embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq-tag?post=6924"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}