Shift and Shift Planner (Mobile App)

There’s 2 modules in our MENU for SHIFT MANAGEMENT.

1. SHIFT

• Capture attendance or check in/out
• Check upcoming shift scheduled
• Request shift swap with another shift or off day
• Check the approval status of shift swap request
• Check the attendance log or timesheet

2. SHIFT PLANNER

• View and check shift scheduled in calendar view
• Find a replacement and assign shift

SHIFT - Capture attendance or Check in/ out

Employee that is on shift basis will check in/out and start/end break at Shift. 

To check in, tap on START SHIFT to capture selfie/take photo, details will be captured, you can add a remarks if necessary. Click Start Shift again to submit the record.

For break session and check out, the same steps applied but instead of START SHIFT, you will click on START BREAK/END BREAK/END SHIFT.

SHIFT - View Upcoming Shift/ Swap Shift

Go to Upcoming Shift to check your upcoming shift. You can click on the shift to see the details record.

If you cannot work on the assigned shift, select Swap Shift/ Swap Off Day to swap it with others, at least 30 minutes before scheduled start time. Select the staff and key in the reason and submit for approval.

You can check the status of swap request at the upcoming shift as well

Click on the Swap Request to check the details, status or cancel request. If the swap request is approved, the cancellation button will not be available.

Click on the view icon to check the status of the approval.

SHIFT - Approve/ Reject Swap Request

Approver will receive email & push notification in the mobile app.

Go to Alert or Menu - Approval – Shift.

Click on the request to view the details. Click APPROVE / REJECT. If reject, popup window will appear to update the reject reason.

Requestor will receive Email & Push notification immediately once the request has been approved.

The approval workflow can be configured according to requirement.

SHIFT – View Team

Go to Team to view shift status. Tap on the shift record for more details.

SHIFT – View Timesheet

Go to Timesheet to view your subordinate including your own timesheet. Click to view the Timesheet of the selected employee.

You can select a date or switch the view to Daily, Weekly or Monthly view.

Go for a quick video tour and discover more how PeopleX Shift can help you manage your workforce requirements easily while reducing workload. 

SHIFT PLANNER - View & Find Replacement

Go to Shift Planner to view the scheduled shift.

Shift assignment is not allowed in the mobile app, but subsequent changes can me made from mobile app. 

If someone can’t make their shift, manager/shift planner can find a qualified replacement in this screen.

Tap on the shift record for details and you can click on Find Replacement if needed.

Select the replacement and click replace.

Go for a quick video tour and discover more how PeopleX Shift Planner can help you manage your workforce requirements easily while reducing workload.