Setup Payroll Shifts
Available on: Desktop · Web · Phone
Navigate to Payroll Setups and click on "Setup Payroll Shifts".
Setup Payroll Shifts lists the shifts employees work: each with its name, its time in and time out, and its grace time. With the shift roster, each shift can also have its usual week-offs, and a shift no longer used can be made inactive.
The columns
Shift Name
The shift's name, for example GENERAL SHIFT or NIGHT SHIFT. Two shifts cannot have the same name (capitals and spaces are ignored).
Shift Time In
When the shift starts, for example 09:30 AM.
Shift Time Out
When the shift ends. It can be earlier than Time In for a night shift, for example 10:00 PM to 06:00 AM.
Grace Time(Min)
Minutes taken off an employee's late minutes. With 10 minutes' grace, an employee who comes 15 minutes late is counted 5 minutes late.
Week-off Pattern
The shift's usual week-offs, picked from Setup Week-off Patterns. Pick (NONE) — the cell then stays blank — for a shift with no fixed week-offs.
Inactive
Yes for a shift no longer used.
Week-off Pattern and Inactive appear only once your company has the roster update.
How late minutes count towards late days in payroll also depends on your payroll settings, such as whether grace time is deducted there.
Set up a shift
Step 1: Enter the shift
On the blank last line, type the Shift Name, Shift Time In, Shift Time Out and Grace Time(Min).
Press Enter after each cell.
Step 2: Week-offs and status
Choose the shift's Week-off Pattern. Only active patterns are offered; an inactive pattern already on a shift stays until you pick another.
Set Inactive to Yes for a shift that is no longer used.
Step 3: Save
Press Save and confirm.
Example — A shop's staff work 9:30 am to 6:30 pm with every Sunday off, with 10 minutes' grace.
Shift Name GENERAL SHIFT, Shift Time In 09:30 AM, Shift Time Out 06:30 PM, Grace Time(Min) 10.
Week-off Pattern SUNDAY OFF (made in Setup Week-off Patterns).
Every employee rostered on GENERAL SHIFT with the shift's own week-offs then gets Sundays off.
How the roster uses a shift
A roster line or rotation step set to (SHIFT'S OWN) week-offs uses the shift's Week-off Pattern. A shift on (NONE) gives those employees no week-offs.
An inactive shift stays on the records that already use it, but is not offered for new roster lines or rotation steps.
Changing a shift's pattern does not change rosters already generated. Generate again for the employees on that shift — see Generate Roster.
Deleting a shift
Payroll shifts cannot be deleted: deleting a line does nothing. Set Inactive to Yes instead.
Setup Shifts for POS (under Configurations) is the same screen for POS shifts. It has no Week-off Pattern or Inactive column, and a POS shift can be deleted when nothing uses it — after Confirm Deletion, it is removed when you Save.
Messages you may see
Enter Shift Name
The line has no name
Type the name
Shift Name '…' already exist
Two shifts with one name
Use another name
Invalid Time In / Invalid Time Out
The time could not be read
Enter a time such as 09:30 AM
Modification rights not available.....
On Save: your user may only view this menu
Ask for modify rights in User Access
Shift: … Can not be Deleted. Linked with another table.
Setup Shifts for POS: the POS shift is in use
Leave it
On the web
The same screen is on the web. Shift Time In and Shift Time Out open a list of times in 15-minute steps; pick a time or type one — 9:30 pm is accepted.