How to assign a shift to a group of employees?

This article will guide you on how to assign shifts to multiple employees at once through the Keka HR portal. To begin, ensure that the appropriate shift schedules have been set up on the portal. If you need assistance with this step, refer to this article.

To assign shifts to a group of employees on the Keka portal, first, locate the Time Attend (1) on the left panel. Next, navigate to the Shift/Weekly Offs & Holidays (2) section, and find the Assignments (3) tab.

Once you have located the Assignments tab, select the employees you wish to assign the new shift to and click on the Update Shift button. 

A pop-up window will appear, where you will need to specify the effective date range and choose the type of shift you wish to assign. You can also choose to make this assignment permanent by selecting the "This shift doesn't have an end date yet" option. Finally, click on Update Shift to complete the process.

To assign shift and weekly off policies in bulk

Alternatively, you can use the Import feature to assign different shifts and weekly offs for employees for a whole month. This is especially useful when employees are to be assigned to rotational shifts.

To do so, again navigate to Time Attend (1) >> Shift/Weekly Offs & Holidays (2) >>  Assignments (3)

And under Shift & Weekly Off Assignments only, click on Import Shifts & Weekly Offs (4).

This will open up a new window, from where you can download the Excel template. This will contain the employees' information along with their shift assignments for the next month.

In the downloaded sheet, carefully assign shift or weekly off for the employees for each day. You have to use the shift codes from the drop down in each cell to do so.

After making all the assignments on the sheet, save it, go back to the portal, and use the Upload Excel File button to import the new assignments.

We hope this article has been helpful in guiding you through the process of assigning shifts to multiple employees on the Keka portal.