matrix technical support mailer – 63 how to configure shifts and

Matrix Technical Support Mailer – 63

How to configure Shifts and Schedules in COSEC V6

Dear Friends,

This mailer will help you to configure shifts and schedules in COSEC V6

Introduction:

Shift scheduling is very important part of any organization. COSEC provides multiple

shift configurations and scheduling of same.

COSEC includes shifts and schedules module which is part of time and attendance

licence.

User can configure maximum 255 shifts and 99 schedules.

In a schedule group user can add 32 shifts.

To configure shift follow mentioned steps:

1) Shift Configuration

2) Schedule Configuration

3) Schedule assignment

4) Process Monthly schedule

Configuration Steps:

1) Shift Configuration:

1. Go to Shifts and Schedules module for Shift configuration

2. Click on Shift Configuration option inside Shifts and Schedules module

3. Click on new (+) to add new Shift

4. Configure shift parameters:

Enter 2 char shift ID and assign desired Name to shift

Select shift type as Normal, Field Break or Rest Day

Normal: It is normal shift with break configurations

- For instance, Normal Shift- XX:XX to YY:YY with specific Break of

XX:XX duration

Field Break: This is a break shift used when people work for around x

days in continuity and after that they get y days break

- User doesn’t need to configure time and break details.

Rest Day: This shift type is used to give one week off after working of

10-12 days

- User doesn’t need to configure time and break details.

Enter Shift Start and End Time

Enter Minimum Requiring Working Hours for half day and full day

Min Hours Required Within Shift Duration: Check this flag to allow minimum

working hours for half/full day within the shift working time allotted to the

employee

Please note that an Employee needs to work within shift with the above option

enabled, if he/she works extra hours also but not within shift time, he/she will be

marked absent.

Activate Shift Allowance option to add allowance of shift in salary calculation

5. Configure Break Parameters

Enter Break Start and End Time

Check Break Deviation Allowed flag to allow break any time within shift

hours

For instance, user can take break any time within shift.

5. Break Deduction Configuration

For 2 punch attendance system: system will deduct configured break(as

per Break Details Basic)

For 2+ punch attendance system: system will deduct as per selected

option

- For instance, here 1 hour is configured (13:00 to 14:00)

Actual Break Duration: system will deduct actual break time as per

the punch timing

- If user takes 1.5 hours break then system will deduct actual break

time of 90 minutes

Time Exceeding Break Duration: system will deduct only exceeded

break time

- System will deduct exceeded 30 minutes break time

Configured Break If Less, Else Actual Break: System will deduct

configured break in case of less time taken else deduct actual break

time.

- If user takes 45 min then system will deduct actual configured break

time (1 hour)

Check the flag Add Break Late-In In Total Late-In to add Break Late-In period

in total Late-In time

Check the flag Add Break Early-Out in Total Early-Out to add Break Early-Out

period in total Early-Out time

6. Grace-Time Configuration:

Check the flag Consider Grace Time In Working Hours to add grace time in

total working hours

Enter Grace Time period for Shift Late-In and Early-Out

Check the flag to add grace period to Late-In and Early-Out period

Enter Grace Time period for break Late-In and break Early-Out

Check the flag to add grace period to break Late-In and break Early-Out

7. Click Save to save configuration

8. System will show message “Saved Successfully”

In this way user can create multiple shifts

Now, add this shift to schedule group.

2) Schedule Configuration:

1. Open Shift Schedule

2. Click on new (+) to add new Shift Schedule

3 Configure Schedule parameters

Enter Schedule ID and desired Name to schedule

Configure start date of schedule

4 Check Enable Shift flag to add shift in schedule

Shift will be added to the schedule group without enabling the flag, but

enabling the flag will put the configured shift in active mode

Select member to add shift

Click list icon to select shift

Select shift from the list

Enter days to replicate shift in Repeat days option

5 Click Update to save settings

6 Click Preview Schedule option to view schedule

7 Off Day Configuration

User can configure two off days

Select Off Day1 and Off Day 2 using dropdown button

For Off Day 2 user can select either week selection or Rotation option

User can rotate Off Day 2 by enabling Week Off Rotation option

Specify count for off day in Rotation Count option

8 Shift based Access Rules

User can set rule for access allow/deny in the shift under shift based access rule

Check the flag Allow Access In Multiple Shifts to allow access on multiple shifts

Check the respective flags to deny access on the Holiday, Week off, Field Break and Rest Day

9 Click Save to save configuration

10 System will show message “Saved Successfully”

In this way user can configure multiple shifts and schedules in COSEC

3) User Assignment:

Now assign this schedule to the user

1. Open Users Module

2. Select desired User from the list

3. Click Access Control option

4. Click Edit option

Here, default schedule is selected in Shift Schedule option

5. Select Shift Schedule from the list

6. Select Start Shift from the list

7. Click Save to save changes

8. System displays message “Saved Successfully”

4) Process: Now, user has to process Shift and schedule at starting of every month

1. Open Shifts and Schedules module

2. Click Monthly Schedule under Process option

3. Select Month and User using filter

4. Click Process option

System will show message “Process Completed”

In this way user can configure and assign Shift Schedules in COSEC V6 Technical Training Team Training@MatrixComSec.com Disclaimer: The information contained in this e-mail and/or attachment may contain confidential or privileged information. Unauthorized use, disclosure or copying is strictly prohibited and may constitute unlawful act and can possibly attract legal action, civil and/or criminal. The contents of this message need not necessarily reflect or endorse the views of Matrix Comsec Pvt Ltd on any subject matter. Any action taken or omitted on this message is not entirely at your risk and the originator of this message nor does Matrix Comsec Pvt Ltd take any responsibility or liability towards the same. If you are not the intended recipient, please notify us immediately and permanently delete the message.