Managing shifts and weekly off rules

Introduction

Keka allows employers to provide employees with flexibility in managing their shift schedules and weekly offs. Using Shift & Weekly Off Rules, you can define when employees can request changes and the approval workflows required.

This feature ensures better workforce control while giving employees controlled flexibility.

Creating Shift & Weekly Off Rules

• Go to Time Attend in the left panel.

• Navigate to Shifts/Weekly Offs & Holidays.

• Open Shift & Weekly Offs.

• Click Shift & Weekly Off Rules.

• If you already have rules set up, they’ll appear here.

• To add a new rule, click + Add Rules.

  

Basic Information

When creating a new rule:

• Enter a Name for the rule.

• Optionally, add a Description.

• Click Save & Continue to move ahead.

Settings (Rules and Restrictions)

Shift Assignment Requests

If you allow employees to request shift assignments, you can configure:

• Which Shift Schedules this applies to

• When requests can be raised

• How many times employees can request changes

• Whether approval levels are required before a request is applied

Weekly Off Requests

If you allow employees to request weekly offs, you can set:

• When employees can request a weekly off

• How often they can request changes

• Any required approval levels

After defining rules and restrictions, click Save & Close to finalize.

Managing Shift & Weekly Off Rules

• Once created, your rule appears under Shift & Weekly Off Rules.

  

• From here, you can:

  • View details

  • Update existing rules

  • Delete rules (only if they are not assigned to active employees)

Notes & Warnings

• Important: A shift & weekly off rule cannot be deleted if it is linked to an active employee.

• Approval workflows ensure that changes don’t disrupt schedules without proper authorization.