How to Batch Swap between 2 shifts in Daily Roster Scheduling in xPortal2007 Software

• xPortal2007

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• To swap the Daily Shift using Batch Swap feature:

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 Swap.

Figure 1: Batch Swap Button on Daily Roster Scheduling : Month Calendar Window

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Step 2: The Batch Swap Daily Shift window will be shown. Refer to the table that follows for more description of the relevant fields. Click Daily Shift to select the shift to be assigned to the staffs.

Figure 2: Batch Swap Daily Shift Window

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Step 3: The Select Daily Shift window will then be shown. Select the correct Daily Shift to be assigned to the staffs and click OK to save the changes.

Figure 3: Select Daily Shift Window

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Step 4: Back at the Batch Swap 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 to be re-occur, skip to Step 6.

Figure 4: Recurrence Button in Batch Update Daily Shift Window

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

Figure 5: Daily Shift Recurrence Window

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Step 6: The Batch Swap Daily Shift window will then be shown again. Click OK to update the rostering changes or Cancel to cancel the changes.

Figure 6: Batch Swap Daily Shift Window

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

Figure 7: 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 8: 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 9: Show View Options in 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 Get Roster to get the selected daily roster scheduling.

Figure 10: Get Roster Button in Daily Roster Scheduling : Month Calendar Window

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