Operations

Shifts and roster

Define shifts, roster each person on a shift at a site for each day, and manage attendance records by hand on the Attendance page.

Sidebar → Attendance (route /attendance) has three lists:

  • Shifts: the time slots, e.g. Day 07:00–19:00, Night 19:00–07:00, General 09:00–18:00.
  • Roster Assignments: one person, one shift, one site, one date.
  • Attendance Records: what actually happened each day. Most are created by guards checking in on Field Attendance; you can also add or fix them here.

Who can do this: Admin, Ops Manager, Supervisor (rosters.manage, attendance.manage).

Add a shift

Attendance: the Shifts list, with Add shift

Shifts → Add shift:

FieldRequiredNotes
SiteLeave empty for a shift used at every site, or pick one site
Shift NameYese.g. Day
Starts AtYes24-hour, e.g. 07:00
Ends AtYese.g. 19:00
Crosses MidnightYes for night shifts (19:00 → 07:00)
Break Minutese.g. 30. Subtracted from worked time.
Statusdraft, published, locked, cancelled. Use published.

Add shift: (1) name, (2) start and end, (3) Save

A check-in is late when it's more than the late-after grace (15 minutes by default) past the shift start. Set the grace in Field Attendance → Setup.

Roster someone

Roster Assignments → Add roster assignment:

FieldRequiredNotes
EmployeeYes
DeploymentPick the person's deployment. This link gives the day a pay rate and a bill rate. Without it, payroll counts the day at ₹0 and flags it.
ShiftYes
SiteYesWhere they work that day
Roster DateYesOne row per day
StatusUse published
Notes

Add roster assignment: (1) the deployment, which gives the rates, (2) one row per day, (3) Save

Workers placed with Approve & Deploy are rostered automatically for the next days (31 by default), linked to their deployment.

A guard with no roster entry for today sees "No shift rostered" and can't check in. The phone takes the site (for the location check) and the shift (for on-time or late) from today's roster.

The Deployment dropdown shows each deployment as "role · start date" without the person's name. If several people share a role and start date, open the Deployment page to tell them apart.

Attendance records by hand

Attendance Records → Add attendance record creates a day manually, for staff who don't use the app or for corrections. Prefer the muster for day-to-day marking and corrections: it keeps an audit trail and the original punches.

How it connects