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Shift Schedule Assignment

How to use Shift Schedule Assignment in Attendance & Shifts: access, working steps, fields, related records and troubleshooting.

Human ResourcesUpdated 12 October 2026Configuration-aware guidance
Open Shift Schedule Assignment ↗Module guide

Purpose and access

Set shifts and attendance rules, configure approved worksites, and review check-ins before producing attendance records. Geolocation accuracy and the allowed radius affect check-in acceptance; the worksite radius is configurable in HR.

This page is a record page in Human Resources → Attendance & Shifts. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Prepare the required information: Employee, Shift Schedule.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Shift Schedule Assignment from Human Resources → Attendance & Shifts, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
EmployeeemployeeLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Employee

Employee Nameemployee_nameData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
CompanycompanyLink
Required · Read-only		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Company

Shift Scheduleshift_scheduleLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Shift Schedule

Shift Locationshift_locationLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Shift Location

Shift Statusshift_statusSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Active
  • Inactive
EnabledenabledCheck
Optional		Select this if you want shift assignments to be automatically created indefinitely.
Create Shifts Aftercreate_shifts_afterDate
Optional		New shift assignments will be created after this date.

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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