Shift Assignment Tool in Frappe HR: Bulk Shift Assignment & Request Processing
The Shift Assignment Tool lets you assign shifts or process shift requests in bulk. Rather than handling one employee at a time, you pick a shift (or schedule), filter down to the right people, and assign everyone in a single action.
You will find it under Home > Human Resources > Shift Management > Shift Assignment Tool.
BEFORE YOU START
It is advisable to create the following first: Employee records, the Shift Type you’ll assign, and any Shift Requests you intend to process.
The tool works in three modes, chosen by the Action field.
Assigning shifts
- Set Action to Assign Shift and select a Company if one isn’t already chosen.
- Select the Shift Type and the dates to assign it. This loads all employees without overlapping active Shift Assignments into the Select Employees table.
- To assign inactive shifts, set Status to Inactive in this case pre-existing overlapping shifts are ignored.
- Narrow the list with Quick Filters, or add Advanced Filters for custom criteria.
- Select the employees you want, then click Assign Shift at the top.
Shift Assignments are then created for everyone you selected.
Assigning shift schedules
- Set Action to Assign Shift Schedule and select a Company if needed.
- Select the Shift Schedule and the date range. This loads employees without overlapping enabled Shift Schedule Assignments.
- The End Date matters here: if you set an End Date, the created schedule assignments are disabled; if you leave it blank, they’re Enabled, so shift assignments keep being created automatically by the scheduler.
- Apply Quick or Advanced Filters, select your employees, and click Assign Shift Schedule.
This creates Shift Schedule Assignments and their corresponding Shift Assignments for the selected employees.
Processing shift requests
- Set Action to Process Shift Requests and select a Company if needed.
- Filter by Shift Type or Approver, and optionally set a From Date and To Date to include only requests in that range.
- Apply Quick or Advanced Filters as needed.
- Select the requests from the Select Shift Requests table.
- Click Process Requests and choose Approve or Reject.
The selected Shift Requests are approved or rejected and submitted accordingly letting you clear a batch of pending requests at once.
TIP
Lean on the Quick and Advanced Filters before selecting narrow to a department, branch, or designation first, then select all. It’s much faster and safer than scanning a long employee list and ticking people one by one.
Related Topics
- Shift Type
- Shift Assignment
- Shift Request
- Shift Schedule
- Roster
SUMMARY
The Shift Assignment Tool handles shifts in bulk through three actions. Assign Shift creates Shift Assignments for selected employees for a shift type and dates (with an option for inactive shifts). Assign Shift Schedule creates Shift Schedule Assignments and their shift assignments disabled if an End Date is set, otherwise Enabled for ongoing creation. Process Shift Requests lets you approve or reject a filtered batch of requests at once. Quick and Advanced Filters help you target the right employees in every mode.
