> For the complete documentation index, see [llms.txt](https://docs.coreway.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coreway.com/yoov-work/attendance-management/roster-management-upgraded/roster-management.md).

# Roster Management

YOOV WORK has enhanced and strengthened its scheduling features to meet the scheduling needs of different industries. The system supports flexible scheduling with multiple shifts in a day, allowing businesses to adjust employees' working hours based on real-time business demands.

## **1. Function Description**

* **Operation Steps:**\
  ① \[Attendance] > \[Roster Management] > \[Rostering]
* First, select the department, choose the scheduling group, and the month for scheduling.\
  Note: The scheduling group must be set up in \[[Team Settings](https://docs.coreway.com/yoov-work/attendance-management/roster-management-upgraded/pages/1ti6LP8R4xEKxwsktUbA#id-2.-team-settings)].
* In addition to scheduling employees directly in the table, administrators can also copy the previous month’s schedule and import/export schedules for easier preparation.
* Shift management supports a maximum of 10 start and end times for a single shift, but overlapping shift times are not allowed to prevent double scheduling of employees.
* There is no limit to the number of new shifts that can be created; new shift times can be created at any time.
* A full-screen scheduling feature has been added.

<figure><img src="/files/15xPalUSbHkLfrP9gm6H" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Ke5j6vnxnN75tph7uht4" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/a87GvXrag7hqPMxb1U99" alt=""><figcaption></figcaption></figure>

## **2. Copy Last Month’s Schedule**

* **Operation Steps:**\
  ① \[Attendance] > \[Roster Management] > \[Rostering] > First select the month you want to copy > Then click \[Copy Last Month Schedule]\
  ② In the pop-up window, click \[Confirm]\
  ③ After copying, you need to click \[Submit] to save the changes.

<figure><img src="/files/EXLbStExmQW0T18RnwFO" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/pLVbHqYlGEFQmUVYAev3" alt=""><figcaption></figcaption></figure>

## **3. Export and Import Schedule**

* Administrators can also choose to export and import schedules to facilitate the preparation of schedules.

<figure><img src="/files/t3W3UvVxT6vgcnyFMec3" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/uoafozRiDXQWckROuSgF" alt=""><figcaption></figcaption></figure>

## **4. Scheduling Operations**

* Firstly, select the department, then choose the scheduling group, and the month for scheduling.
* The scheduling group must be set up in \[Scheduling] > \[[Team Settings](https://docs.coreway.com/yoov-work/attendance-management/roster-management-upgraded/pages/1ti6LP8R4xEKxwsktUbA#id-2.-team-settings)] and linked to \[Attendance Group Management].

### **4.1. Steps for Scheduling Operations**

* ① Select the cell (click the cell directly) » ② Choose the attendance shift » ③ Confirm » ③ Submit and Publish&#x20;
* Admin can choose to Save down the set schedule and get approval from team head before publish.

<figure><img src="/files/jzfH5XjZvmXGhCfzyOku" alt=""><figcaption></figcaption></figure>

### **4.2. Description of Operation Function Keys**

* **Left Click to Select Cells**\
  Similar to Excel operations, there are three ways to select: click, select entire column/row, and box selection.
* ① **Select Entire Column and Row** - Selecting Cells\
  Click the starting cell with the mouse and drag to the ending cell.

<figure><img src="/files/RQOPbJ11Aqm5K7i1dzrg" alt=""><figcaption></figcaption></figure>

* ② **Box Selection - Select Cells by Dragging**\
  Click the starting cell with the mouse and drag to the ending cell to quickly select a range of cells.

<figure><img src="/files/jCXb0Gg99rGsiT0EMg8N" alt=""><figcaption></figcaption></figure>

* ③ **Red Flag**\
  Indicates that the scheduling information has not been successfully saved; you need to click \[Save]/ \[Submit and publish] to save the information.

<figure><img src="/files/h2GkGYx9nkuQQxXtTVZU" alt=""><figcaption></figcaption></figure>

2. **Right Click Function Description**\
   Firstly, select the cell, then right-click on the cell to perform actions such as requesting leave and adjusting shifts.

<figure><img src="/files/t5JTGkvNuHGAlYNEj8Vg" alt=""><figcaption></figcaption></figure>

① **Leave Request**\
For specified employees in the schedule, quickly add leave records. The leave records will automatically sync to \[Attendance] > \[Attendance Of The Month] > \[Leave Record].

<figure><img src="/files/Uw0Ci4p6ZsBwbz6mjA55" alt=""><figcaption></figcaption></figure>

② **Shift Adjustment**\
For specified employees in the schedule, quickly adjust shifts. The adjustment records will automatically sync to \[Attendance] > \[Roster Management] > \[Transfer Management].

<figure><img src="/files/qQ1JBJG1QShIicgz14Fd" alt=""><figcaption></figcaption></figure>

## 5. Scheduling Categories

### 5.1 Scheduling by Employee

* Assign appropriate working hours based on each employee's schedule.
* **Operation steps:**\
  ① Select the cell » ② Choose the attendance shift » ③ Submit
* Make sure to click \[Submit] to save the changes.

<figure><img src="/files/45Y5W168X9nV3HG0B9Sb" alt=""><figcaption></figcaption></figure>

### 5.2 Scheduling by Team

Scheduling by team refers to dividing employees into different teams based on specific rules and requirements, and then scheduling each team accordingly.

* If scheduling by team is required, pre-setup of \[[Team Settings](https://docs.coreway.com/yoov-work/attendance-management/roster-management-upgraded/pages/1ti6LP8R4xEKxwsktUbA#id-2.-team-settings)] is necessary. \
  **Note:** Before process Team Settings, please ensure the Rostering staff are under the correct Attendance Group. If not, the system will not recognize the team member after set up.
* **Operation steps:**\
  ① ［Attendance］>［Roster Management］>［Shift settings］>［Team settings］> then click ［Add New Team］\
  ② Enter the required information such as team name, applicable attendance group, etc., and click \[Submit]
* In the team name, clicking the arrow will show the employees in the team and the scheduled times.
* Make sure to click \[Submit] to save the changes.\
  **Note:** Scheduling by team requires daily confirmation of shift arrangements; mouse drag-and-drop scheduling is currently not supported to reduce errors.

<figure><img src="/files/2UVyiSAAiQo9xMVFBMOF" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/5m6k2LbhWSY0QKiUlxIP" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/kRvcz9Yb3tC0z1Z7EgZA" alt=""><figcaption></figcaption></figure>

### 5.3 Scheduling by Shift

Shifts can be automatically associated with employees, reducing the tediousness and errors of manual operations.

* **Operation steps:**\
  ① First, select the department, select the scheduling group, and the month for scheduling.\
  **Note:** The scheduling group must be set up in \[[Team Settings](https://docs.coreway.com/yoov-work/attendance-management/roster-management-upgraded/pages/1ti6LP8R4xEKxwsktUbA#id-2.-team-settings)].\
  ② Click on the selected shift, and you will see the available employees for that shift on that day.\
  ③ After selecting the appropriate employees, click \[Confirm].\
  ④ Once the required shifts are arranged, click \[Submit] to save.

<figure><img src="/files/nqRcW4j97256lJy9fX2G" alt=""><figcaption></figcaption></figure>

### 5.4 Periodic Scheduling

Periodic scheduling is a method based on the regular demand for employee work hours. Scheduling typically involves periodic and repetitive arrangements of employees' work hours, shifts, and rest days.

* Administrators can follow these steps to set up regular weekly schedules:\
  ① First, set up the periodic data in \[Roster Management] > \[Shift settings] > \[Periodic Shift Scheduling]\
  ② \[Attendance] > \[Roster Management] > \[Rostering] > Scheduled by \[Employees], then select the date and click on \[Schedule by cycle]\
  ③ After setting up the periodic schedule, click \[Confirm] to save.

<figure><img src="/files/KXycNV3ASCZFmR238Y9Z" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/a1dzOhWonVs4IZAFDTjl" alt=""><figcaption></figcaption></figure>

### 5.5 Temporary Scheduling (Mainly Handles Same-Day Temporary Shifts)

Temporary shifts can be scheduled quickly through strikethroughs without needing to add shift information, efficiently achieving the personnel configuration to meet business peak demands.

* Operation Steps:\
  First, "enable the Temporary Scheduling" feature, then go to \[Employee Schedule] for scheduling.\
  ① \[Attendance] > \[Roster Management] > \[Shift Settings] > \[Scheduling Rules] > \[Add New Scheduling Rules] > \[Enable temporary shift scheduling] and set whether to configure shift names and attendance duration calculation rules.\
  ② Under \[Rostering] > \[Day] View > click on the temporary scheduling time > \[Save] > \[Submit and Publish].

<figure><img src="/files/dlozgpvU5kd3QeMcyxcO" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/mtloEsrR3OLZLbrh7V0G" alt=""><figcaption></figcaption></figure>

## 6. Transfer Management

There are two methods for adjusting employee shifts: Transfer Management and adjustments within the schedule.

1. **Transfer Management for Shift Adjustments**

* Operation Steps:\
  ① \[Attendance] > \[Roster Management] > \[Transfer Management] > \[Add Transfer]\
  ② Select the employee, transfer time, transfer attendance group, and attendance shift. You can also set the work location for the attendance shift, then click "Save."

<figure><img src="/files/HUmL0SacE28opPVKpoeq" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/povolQuCfU5l95re9qaS" alt=""><figcaption></figcaption></figure>

#### 2. Adjustments within the Schedule

* Operation Steps:\
  ① \[Attendance] > \[Roster Management] > \[Employee Schedule] > right-click on the cell for the selected employee and date, then click "Transfer."\
  ② Adjust the employee's attendance group and attendance shift, set the work location for the attendance shift as needed, then click "Save."\
  ③ After the transfer, the schedule will show that the employee has been transferred out.

<figure><img src="/files/XX0JIZqFOc1gtvgNloA9" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/iD0LlMRHM5V0z2bvbvbV" alt=""><figcaption></figcaption></figure>


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