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Smooth HR

Smooth HR

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.

Help URL: smoothhiring.com/help/hrms/attendance/shift-type


Table of Contents

  1. Overview
  2. Where to find it
  3. Creating a shift type
  4. Key fields
  5. Grace, late entry, and early exit
  6. Holiday and overnight shifts
  7. Assigning shifts to employees
  8. Shift schedules and rotation
  9. Tips
  10. Troubleshooting
  11. 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

  1. Shift TypeAdd Shift Type.
  2. Name — clear label (e.g., "Office Day Shift").
  3. Start Time — shift begin (09:00:00).
  4. End Time — shift end (18:00:00).
  5. Working Hours — expected hours (may auto-calculate).

Step 2: Rules

Configure attendance behavior:

  1. Enable Auto Attendance — process check-ins for this shift.
  2. Determine Check-in and Check-out — rules for first IN / last OUT.
  3. Working Hours Threshold for Half Day — minimum hours for full day vs half.
  4. 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):

  1. Do not edit Shift Type if hundreds of historical assignments exist — late/early analytics distort.
  2. Prefer new Shift Type "Office 9-6 Summer" with new times.
  3. Update Roster from effective date forward.
  4. Communicate to employees — check-in grace changes affect Late Entry flags immediately.

Cancel obsolete shift types only when no active assignments reference them.



Last updated: May 2026

Last updated 1 week ago
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