Shift Type
Shift Type defines the rules of a work shift — start time, end time, working hours, grace periods, and holiday handling. Shift types are assigned to employees via Shift Assignment, Roster, or Shift Schedule, and they govern how Employee Checkin punches convert to Attendance status.
Table of Contents
- Overview
- Where to find it
- Creating a shift type
- Key fields
- Grace, late entry, and early exit
- Holiday and overnight shifts
- Assigning shifts to employees
- Shift schedules and rotation
- Tips
- Troubleshooting
- Related guides
Overview
| Aspect | Detail |
|---|---|
| DocType | Shift Type |
| Desk path | /app/shift-type |
| Setup location | Shift & Attendance sidebar → Setup |
| Used by | Shift Assignment, Roster, Employee Checkin, Auto Attendance |
Examples: "General 9–6", "Night Warehouse 10pm–6am", "Retail Weekend 10–4".
Where to find it
| Access | Path |
|---|---|
| Sidebar → Setup → Shift Type | /app/shift-type |
| Workspace → Shifts card | Shift Type |
| Related | |
| Shift Assignment | /app/shift-assignment |
| Shift Schedule | /app/shift-schedule |
| Shift Location | /app/shift-location |
| Roster | /hr/roster |
Creating a shift type
Step 1: New shift type
- Shift Type → Add Shift Type.
- Name — clear label (e.g., "Office Day Shift").
- Start Time — shift begin (09:00:00).
- End Time — shift end (18:00:00).
- Working Hours — expected hours (may auto-calculate).
Step 2: Rules
Configure attendance behavior:
- Enable Auto Attendance — process check-ins for this shift.
- Determine Check-in and Check-out — rules for first IN / last OUT.
- Working Hours Threshold for Half Day — minimum hours for full day vs half.
- Working Hours Threshold for Absent — below this → Absent.
Step 3: Holiday list
Link Holiday List — shifts on holidays flagged for comp-off or overtime policies.
Step 4: Save
Shift type is now available in Shift Assignment, Roster, and Shift Schedule.
Key fields
| Field | Description | Required |
|---|---|---|
| Name | Shift label | Yes |
| Start Time | Scheduled start | Yes |
| End Time | Scheduled end | Yes |
| Working Hours | Expected duration | Yes |
| Holiday List | Holidays for this shift | Recommended |
| Enable Auto Attendance | Auto-create attendance | Recommended |
| Allow Check Out After Shift End | Minutes after end allowed | No |
| Mark Auto Attendance on Holidays | Present on holiday punch | No |
| Enable Late Entry Marking | Flag late arrivals | No |
| Late Entry Grace Period | Minutes after start still on-time | No |
| Enable Early Exit Marking | Flag early departures | No |
| Early Exit Grace Period | Minutes before end still on-time | No |
| Determine Check-in and Check-out | Algorithm selection | If auto enabled |
| Working Hours Threshold for Half Day | Hours for half day | If auto enabled |
| Working Hours Threshold for Absent | Minimum hours | If auto enabled |
Grace, late entry, and early exit
Example: 9:00 AM start, 15-minute grace:
| Arrival | Flag |
|---|---|
| 8:55 AM | On time |
| 9:10 AM | On time (within grace) |
| 9:16 AM | Late Entry |
Early exit symmetric — leaving before End Time minus grace flags Early Exit.
Late/Early flags appear on Attendance and Shift Attendance report — use for discipline analytics, not automatic pay deduction unless payroll formula references them.
Holiday and overnight shifts
Holidays
| Setting | Behavior |
|---|---|
| Holiday List linked | Dates in list treated as holidays |
| Mark Auto Attendance on Holidays | Check-in on holiday → Present (comp-off eligible) |
Overnight shifts
When End Time < Start Time (crosses midnight):
- End time assigned to next calendar day automatically.
- Check-ins after midnight attributed correctly.
- Test thoroughly before rollout — common source of Absent false positives.
Assigning shifts to employees
| Method | record / Page | When |
|---|---|---|
| Direct assignment | Shift Assignment | Fixed shift for date range |
| Visual roster | /hr/roster |
Weekly planning |
| Rotating pattern | Shift Schedule + Shift Schedule Assignment | Alternating shifts |
| Bulk | Shift Assignment Tool | Department-wide default |
Each assignment row: Employee, Shift Type, Start Date, End Date, optional Shift Location.
Shift schedules and rotation
Shift Schedule (/app/shift-schedule) defines repeating patterns:
| Example pattern | Use case |
|---|---|
| Week A: Day, Week B: Night | Two-week rotation |
| Mon–Fri Day, Sat Half | Retail |
Shift Schedule Assignment links employee to schedule template — system generates Shift Assignments per pattern.
Combine with Roster for overrides on specific dates.
Tips
- Name shifts by time + site — "HQ 9-6" vs "Warehouse Night".
- Start with generous grace — tighten after observing check-in data.
- One shift type per distinct rule set — avoid over-merging unlike schedules.
- Link correct holiday list — country/region specific.
- Test overnight shift with manual check-ins before go-live.
- Document half-day thresholds in employee handbook matching system config.
Troubleshooting
| Issue | What to do |
|---|---|
| Everyone marked Absent | Threshold too high; missing OUT punches; auto attendance off |
| Late Entry too aggressive | Increase grace period |
| Overnight shift wrong day | Verify start/end times cross midnight setting |
| Holiday not recognized | Holiday List not linked or assignment missing |
| Roster shows wrong hours | Edit Shift Type times — assignments pull from type |
| Half day when full day worked | Lower half-day threshold hours |
Example shift configurations
Standard office (9 AM – 6 PM)
| Setting | Value |
|---|---|
| Working Hours | 8 |
| Late Entry Grace | 15 minutes |
| Early Exit Grace | 15 minutes |
| Half Day Threshold | 4 hours |
| Absent Threshold | 2 hours |
Retail closing shift (2 PM – 10 PM)
| Setting | Value |
|---|---|
| Working Hours | 8 |
| Late Entry Grace | 5 minutes (customer-facing) |
| Holiday List | Store regional list |
| Mark on Holidays | Enabled for comp-off tracking |
Night shift (10 PM – 6 AM)
| Setting | Value |
|---|---|
| Start Time | 22:00 |
| End Time | 06:00 (next day) |
| Allow Check Out After Shift End | 60 minutes |
| Test overnight | Mandatory before production |
Document your site's values in an internal runbook so new HR admins replicate correctly.
Changing shift rules mid-year
When business hours change (e.g., summer schedule):
- Do not edit Shift Type if hundreds of historical assignments exist — late/early analytics distort.
- Prefer new Shift Type "Office 9-6 Summer" with new times.
- Update Roster from effective date forward.
- Communicate to employees — check-in grace changes affect Late Entry flags immediately.
Cancel obsolete shift types only when no active assignments reference them.
Related guides
Last updated: May 2026