Shift

Introduction

The Work Shift Module is used to create and manage company shift schedules. It helps administrators define shift timings, active working days, pickup schedules, drop schedules, and booking windows that are used throughout transport operations.

The shift configuration created in this module is utilized in bookings, ride requests, employee transport scheduling, rostering, and operational reporting.

Accessing the Work Shift Module

Navigation

1. Login to the Admin Console.
2. Open the Main Menu.
3. Navigate to Masters.
4. Click Shift.

The Work Shift List page will open.

Purpose of the Work Shift Module

The Work Shift Module helps administrators:

• Define employee working shifts
• Configure pickup schedules
• Configure drop schedules
• Manage active working days
• Enable ad-hoc transport booking
• Configure booking windows
• Support roster planning
• Improve transport scheduling accuracy

Work Shift List Page

The Work Shift List displays all configured shifts.

Available Information

Field	Description
Shift Name	Name of the shift
Start Time	Shift start time
End Time	Shift end time
Active Weekdays	Days on which shift operates
Action	Edit and Delete options

Creating a New Shift

Steps

1. Open Masters > Shift.
2. Click the + Add Shift button.
3. Complete the shift form.
4. Click Save.

The shift will be created and available throughout the system.

Shift Information Fields

Shift Name

Defines the name of the shift.

Examples:

• Morning Shift
• General Shift
• Evening Shift
• Night Shift
• Morning 9 to 5
• Evening 6 to 2

Mandatory: Yes

Start Time

Specifies when the shift begins.

• Example: 09:00 AM

End Time

Specifies when the shift ends.

• Example: 05:00 PM

Overnight Shifts

The system supports shifts ending on the next day.

Example:

• Start Time: 06:00 PM
• End Time: 02:00 AM

This is useful for:

• Night Shifts
• BPO Operations
• Late Evening Operations

Weekday Configuration

Weekdays determine when the shift is active.

Available Days

Code	Day
SU	Sunday
MO	Monday
TU	Tuesday
WE	Wednesday
TH	Thursday
FR	Friday
SA	Saturday

Selecting Weekdays

1. Open Shift Form.
2. Navigate to Weekdays.
3. Click required day badges.
4. Save the shift.

Selected days appear highlighted.

Common Configurations

Monday to Friday Shift — Active Days: MO, TU, WE, TH, FR

Full Week Shift — Active Days: SU, MO, TU, WE, TH, FR, SA

Fixed Adhoc Schedule

Fixed Adhoc Schedule enables fixed transport booking based on shift timing.

Benefits:

• Controlled Booking Process
• Standardized Shift-Based Transportation
• Predictable Scheduling

Open Adhoc Schedule

Open Adhoc Schedule allows users to create bookings within configured booking windows.

Benefits:

• Flexible Transportation Requests
• Dynamic Booking Support
• Ad-hoc Trip Management

Using Both Scheduling Types

The system allows both:

• ✓ Fixed Adhoc Schedule
• ✓ Open Adhoc Schedule

to be enabled simultaneously.

Pickup Times

Pickup Times define transportation pickup schedules associated with a shift.

Example:

• Shift Start Time: 09:00 AM
• Pickup Time: 05:00 AM

Adding Pickup Times

1. Open Shift Form.
2. Click + Pickup Time.
3. Select a time.
4. Save.

Multiple Pickup Times

The system supports multiple pickup schedules.

Example:

• 05:00 AM
• 05:30 AM
• 06:00 AM

Useful for:

• Multiple Pickup Batches
• Large Employee Groups
• Multi-Route Operations

Removing Pickup Times

1. Open Shift Form.
2. Locate Pickup Times.
3. Click Remove (-).
4. Save changes.

Drop Times

Drop Times define transportation drop schedules associated with a shift.

Adding Drop Times

1. Open Shift Form.
2. Click + Drop Time.
3. Select required time.
4. Save changes.

Multiple Drop Times

Multiple drop schedules can be configured.

Example:

• 02:00 PM
• 03:00 PM
• 04:00 PM

Removing Drop Times

1. Open Shift Form.
2. Locate Drop Times.
3. Click Remove (-).
4. Save.

Open Booking Times

Open Booking Times define when transport bookings are allowed.

Components

• Start Time: Beginning of booking window.
• End Time: Closing time of booking window.

Adding Open Booking Times

1. Open Shift Form.
2. Click + Open Booking Time.
3. Enter Start Time.
4. Enter End Time.
5. Save.

Multiple Booking Windows

Multiple booking windows may be configured.

Example:

• 08:00 AM – 12:00 PM
• 02:00 PM – 05:00 PM

Editing a Shift

Steps

1. Open Masters > Shift.
2. Locate the shift.
3. Click the Edit (✏️) icon.
4. Update required information.
5. Save changes.

Editable Fields

Administrators can update:

• Shift Name
• Start Time
• End Time
• Weekdays
• Fixed Adhoc Schedule
• Open Adhoc Schedule
• Pickup Times
• Drop Times
• Open Booking Times

Deleting a Shift

Steps

1. Open Shift List.
2. Click Delete (🗑️).
3. Confirm deletion.

Before Deleting a Shift

Verify that the shift is not being used in:

• Employee Assignments
• Rosters
• Bookings
• Ride Requests
• Reports
• Active Transport Schedules

Shift Audit Log

The Audit Log tracks all changes made to shift records.

Information Available

• Created By
• Updated By
• Date & Time
• Changes Made

Viewing Audit Logs

1. Open Shift Record.
2. Click Audit Log.
3. Review change history.

Searching Shifts

Steps

1. Open Shift List.
2. Use Search Box.
3. Enter Shift Name.
4. Click Search.

Matching records will appear.

Three-Dot Menu Options

The Action Menu (⋮) provides additional functionality.

Available Options

• Bulk Delete
• Upload
• Download

Availability may vary depending on permissions.

Bulk Delete Shifts

1. Select shifts using checkboxes.
2. Click Action Menu (⋮).
3. Select Bulk Delete.
4. Confirm action.

Important Note

Deleting shifts may affect:

• Bookings
• Rosters
• Reports
• Ride Requests

Use carefully.

Uploading Shift Data

1. Open Shift List.
2. Click Action Menu (⋮).
3. Select Upload.
4. Choose upload file.
5. Submit.

The system validates and imports records.

Downloading Shift Data

1. Open Shift List.
2. Click Action Menu (⋮).
3. Select Download.

Shift information will be exported.

Understanding Active Day Indicators

Green Day Badges

Green indicates the shift is active on that day.

Example: MO, TU, WE, TH, FR — Shift operates Monday through Friday.

Inactive Day Badges

White or inactive badges indicate the shift is not available on those days.

Example: SU — Shift does not operate on Sunday.

Understanding Shift vs Transport Timing

Start Time vs Pickup Time

• Start Time: Official employee work start time.
• Pickup Time: Transportation pickup time before work begins.

Example:

• Shift Start: 09:00 AM
• Pickup Time: 05:00 AM

End Time vs Drop Time

• End Time: Official work completion time.
• Drop Time: Transportation drop schedule after shift completion.

Example:

• Shift End: 02:00 AM
• Drop Time: 02:30 AM

Troubleshooting

Shift Timing Incorrect

Impact:

• Incorrect bookings
• Incorrect rosters
• Incorrect reports
• Transport scheduling issues

Solution: Edit the shift and correct the timing.

Pickup Time Missing

Solution: Edit the shift and add Pickup Times.

Drop Time Missing

Solution: Edit the shift and add Drop Times.

Open Booking Not Working

Verify:

• ✓ Open Adhoc Schedule enabled
• ✓ Booking windows configured
• ✓ Weekdays selected
• ✓ Shift saved correctly

Recommended Shift Creation Process

1. Create Shift Name.
2. Configure Start Time.
3. Configure End Time.
4. Select Active Weekdays.
5. Configure Pickup Times.
6. Configure Drop Times.
7. Configure Booking Windows.
8. Enable Adhoc Scheduling if required.
9. Save the shift.
10. Verify configuration.

Best Practices

Always verify:

• ✓ Shift Name
• ✓ Start Time
• ✓ End Time
• ✓ Active Weekdays
• ✓ Pickup Times
• ✓ Drop Times
• ✓ Open Booking Windows
• ✓ Adhoc Scheduling Options
• ✓ Shift Usage Before Deletion

Module Summary

The Work Shift Module serves as the foundation for transport scheduling and workforce planning. It allows administrators to create and manage shift structures, define operational timings, configure pickup and drop schedules, control booking windows, and ensure accurate transport planning across bookings, ride requests, rosters, and reporting.