AttendProWorkforce Documentation
Static docs Changelog
Shift planning

Rosters

Explains roster filters, calendar planner, publish/lock actions, bulk assignment, day override, and shift swap queue.

PlannerBulk assignDay overrideSwap queuePublish
Workflow

Workflow

  1. PlanManager / Admin: Choose period, branch, department, and visible employees.
  2. AssignManager / Admin: Bulk assign shifts/off days or override a single date.
  3. PublishManager / Admin: Publish or lock the period after review.
  4. AdjustEmployee / Manager: Submit and review swap requests or day changes.
Stage Actor Action Result
Plan Manager / Admin Choose period, branch, department, and visible employees. The roster planner has the right scope.
Assign Manager / Admin Bulk assign shifts/off days or override a single date. Employees get schedule expectations.
Publish Manager / Admin Publish or lock the period after review. Attendance uses the roster assignment.
Adjust Employee / Manager Submit and review swap requests or day changes. Roster changes remain traceable.
Roster planner screenshot illustration
Roster planner combines period filters, calendar cells, assignment forms, and workload charts.
Essential fields

Roster planner filters

Admin / Manager

Changes the planning window and visible employees.

Essential field Plain meaning Example Required / notes
Anchor date Date used to find the period. 2026-06-08 Required.
Branch Limit employees by branch. Head Office Optional.
Department Limit employees by department. Operations Optional.
Essential fields

Bulk assignment form

Admin / Manager

Assigns shifts or off days to many employees over a date range.

Essential field Plain meaning Example Required / notes
Start / end date Range to fill. 2026-06-10 to 2026-06-16 Required.
Employee One employee or all visible employees. All visible Optional.
Branch / department Target group. Operations Optional but useful.
Assignment type Work shift or off day. work Required.
Shift Shift to assign for work days. General 9 to 6 Required for work type.
Notes Reason for the assignment. Weekly roster setup Recommended.
Essential fields

Day override and swap review forms

Admin / Manager / Employee

Changes one employee's assignment on one day or reviews employee swap requests.

Essential field Plain meaning Example Required / notes
Employee Person whose day changes. Sara Khan Required.
Assignment date Specific day. 2026-06-12 Required.
Shift Shift if work day. Evening 1 to 10 Conditional.
Swap reason Why employee requested a swap. Need evening coverage Required for swaps.
Decision notes Manager approval/rejection reason. Approved Recommended.
Essential table

Roster planner and swap queue tables

Database listing

Shows assignments, periods, review state, and manager actions.

Filters: Period, Branch, Department, Status
Column What it means Where it comes from Example interpretation
Employee Person scheduled. roster assignment relationship. Ali Ahmed.
Date / period Calendar day or planning period. roster period fields. Week of 08 Jun.
Assignment Shift or off day. roster_assignments. General 9 to 6.
Source How assignment was created. source field. bulk or override.
Swap target Requested exchange employee/day. swap relationship. Sara covers evening.
Status Current workflow state for the row. The record status field or computed workflow state. Pending means someone still needs to act.
Available actions
  • Open or edit the record when permission allows it.
  • Filter the list without losing the current page context.
  • Use status badges to decide which item needs attention first.
Full field appendix

Main docs show essential fields only. Open Documentation Coverage for every detected source field, action, column, route hint, controller hint, and test hint.