Shift Assignment in Frappe HR: Assigning Shifts to Employees
A Shift Assignment is what actually puts an employee on a shift for a given date or period. It’s the record Auto Attendance looks at to know which shift an employee belongs to, so getting assignments right is central to shift-based attendance.
BEFORE YOU START
Create the Employee record and the Shift Type first an assignment links one to the other.
Two ways an assignment is created
In some organisations the company assigns shifts; in others employees request them. If employees request, they raise a Shift Request, and once it’s approved and submitted, a Shift Assignment is created automatically. You can also create one directly, as below.
How to create a Shift Assignment directly
Go to Home > Human Resources > Shift Management > Shift Assignment:
- Click New.
- Select the Employee.
- Select the Shift Type.
- Set the Start Date. To assign the shift for a specific period, also set an End Date.
- Save and Submit.
After submission, you can also mark the assignment as Inactive if needed. There’s a calendar view too, which lets you see the shift schedules of multiple employees at once.
NOTE
An active shift assignment runs for a fixed period if an End Date is set; with no End Date, it’s treated as an ongoing shift. You can update the End Date and the status even after the document has been submitted.
Allowing multiple shift assignments on the same date
By default an employee has one shift per date, but some operations need overlapping or back-to-back shifts. You can enable or disable multiple Shift Assignments on the same date for an employee under HR Settings.
TIP
For an employee on a permanent shift, leave the End Date blank so the assignment stays ongoing you won’t have to keep re-creating it. Use an End Date only for temporary arrangements like covering a shift for a few weeks.
Related Topics
- Shift Type
- Shift Request
- Shift Assignment Tool
- Auto Attendance
- Shift Management
SUMMARY
A Shift Assignment places an employee on a Shift Type for a date or period and is what Auto Attendance reads to determine their shift. It can be created automatically from an approved Shift Request, or directly by selecting the employee, shift type, and start date (with an optional end date), then submitting. With an end date the assignment is fixed-term; without one it’s ongoing, and the end date and status can be edited after submission. A calendar view shows multiple employees’ schedules, and HR Settings can allow multiple assignments on the same date.
