How to Create Shift Rostering in xPortal2007

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• xPortal2007

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• Create Daily Shift Settings:

Step 1: Go to xPortal2007 Client > Reports > Staff Attendance Report > Shift Setup > Daily Shift Settings. The Daily Shift Settings Setup window will be shown. Click Add to add new Daily Shift Settings.

Figure 1: Daily Shift Settings Setup Window

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Step 2: Users can configure the shift settings according to the desired shift times. Click OK to save the changes.

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• Create Daily Shift Rostering:

Step 1: Go to xPortal2007 Client > Reports > Staff Attendance Report > Daily Shift Rostering. The Daily Roster Scheduling : Month Calendar window will be shown. Click Batch Add to start batch adding the daily shift to the relevant staffs.

Figure 2: The Batch Add icon on the Daily Roster Scheduling : Month Calendar

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Step 2: The Batch Add Daily Shift window will then be shown. Configure the setting fields in the window accordingly. The explanation of the various fields in the window is found in the table that follows.

Figure 3: Batch Add Daily Shift Window

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Step 3: When users clicked on the Daily Shift field, the Select Daily Shift window will be shown. Select the pre-configured daily shift for the respective staffs.

Figure 4: Select Daily Shift Window

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Step 4: Back at the Batch Add Daily Shift window, if the rostering is to be repeated over a period, click Recurrence to configure the recurrence pattern. If the rostering is not be re-occur, skip to Step 6.

Figure 5: Recurrence Button on the Batch Add Daily Shift Window

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Step 5: The Daily Shift Recurrence window will then be shown. Configure the recurrence pattern accordingly and click OK to save the changes.

Figure 6: Daily Shift Recurrence Window

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Step 6: If this roster is to override an already existing daily roster that has been assigned to a staff, tick the Override Existing Roster checkbox. Click OK to save the changes.

Figure 7: Override Existing Roster Checkbox in Batch Add Daily Shift Window

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Step 7: Wait until the software process the roster settings to all affected staffs.

Figure 8: Software Processing the Roster Settings

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Step 8: The following message window will be prompted by the software once the processing has been completed.
 
Figure 9: Processing daily roster is done! Message

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Step 9: The Daily Roster Scheduling : Month Calendar window will then be updated to indicate the Shift Rostering as configured. Users can now change the view according to the available Show View options.

Figure 10: Updated Daily Roster Scheduling : Month Calendar Window

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Step 10: If the roster does not update automatically, users can highlight the date from the calendar on the right and click the Get Roster icon to get the selected daily roster scheduling.

Figure 11: Get Roster Icon

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Step 11: Users can now rebuild the daily attendance again and get the report.