Shift Schedule Assignment in Frappe HR: Assigning Recurring Schedules to Employees
A Shift Schedule Assignment assigns a Shift Schedule to an employee and creates the repeating shift assignments from it. It’s the bridge between a schedule definition and the actual day-by-day Shift Assignments that get generated for a person.
BEFORE YOU START
Create these first: the Employee and the Shift Schedule. A Shift Location is optional, used if you want the schedule’s shifts tied to a location.
How to create a Shift Schedule Assignment
Go to Frappe HR > HR > Shift & Attendance > Shift Schedule Assignment:
- Click Add Shift Schedule Assignment.
- Select the Employee, the Shift Schedule, and a Shift Location if any.
- Set the Shift Status – the shift assignments created from this will carry this status.
- Tick Enabled to have shifts keep being created automatically by the scheduler; deselect it to stop.
- Set Create Shifts After – shifts are created after this date. The field updates automatically as assignments are generated by the scheduler.
- Click Save.
NOTE
The Enabled flag is your on/off switch for ongoing generation: while it’s ticked, the scheduler keeps producing new shift assignments from the schedule. Because Create Shifts After advances automatically as shifts are created, you normally don’t need to touch it again after setup.
TIP
When an employee comes off a recurring schedule, deselect Enabled rather than deleting the assignment. That stops new shifts from being generated while leaving the existing record (and its history) intact.
Related Topics
- Shift Schedule
- Shift Type
- Shift Assignment
- Shift Assignment Tool
- Roster
SUMMARY
A Shift Schedule Assignment links an employee to a Shift Schedule and generates repeating shift assignments from it. Create the Employee and Shift Schedule first (Shift Location optional), then add the assignment by selecting the employee, schedule, and optional location, setting the Shift Status, ticking Enabled for ongoing automatic creation, and setting Create Shifts After. Enabled controls whether the scheduler keeps generating shifts, and Create Shifts After advances on its own as they’re created.
