Harmony T&A - Shifts
Shifts are used to ensure that your employees clock in and out at the correct times, taking into consideration any grace times, breaks, and overtime. You can review the setup for your shifts by navigating to Setup > Shifts.
Creating a Shift
- Click “+ New” to create a new shift.
- Enter the required fields. You can also assign this shift to employees on the right side of the window.
Field Name | Description |
“Code” | A short name for the shift. |
“Name” | The name of the shift. |
“Location” | Where the shift will be worked. |
“Shift Type” | The type of shift – either flexible or fixed. If flexible, your employees can start at any time as long as they work the defined number of hours. If fixed, you can identify when your employees must start and end their day, with the ability to include grace in/out times. |
“Apply to” | The days of the week that this shift applies to. |
“Description” | An optional field that describes the shift. |
“Breaks Allowed” | Identifies if breaks are allowed for your employees working this shift. If ticked, you must select at least one break. |
“Automatically Clock Out” | Automatically clocks your employees out after a defined period of time or at a certain time of day. |
“Overnight” | Identifies if your employees working this shift will be an overnight shift (past 12AM). |
- Click the save button to save your changes.
Editing a Shift
- From the list of shifts, click the shift you want to edit.
- Edit the fields as required.
- Click the save button to save your changes.
Deleting a Shift
If the shift is already assigned to an employee, you cannot delete the shift. You must assign the employee(s) to a different shift before attempting to delete it.
- From the list of shifts, click the shift that you want to delete.
- Click the delete button to delete the shift.
- Harmony will ask for your confirmation that you want to delete the shift. Click “Delete” to delete the shift. The shift is now deleted.
If you accidentally deleted a shift, you can re-create it manually.
