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sumHR Product Update: Shift Planner

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Ankkita Chauhan
February 5, 2017

New Year, New Update! Yes, we know we’re a month too late, but Rome wasn’t built in a day. For 2017, we’re simplifying attendance policy assignment. Since we know you’ve been loving our attendance management feature, we wanted to go one step further and make it even more interesting.

Every company has different needs. Some require employees to work on a project basis, while others have rotating shifts. To make sumHR user friendly for customers from every industry, we recently introduced a brand new feature:



Shift planner is a feature that lets the admin of a company plan and assign shifts for future dates. Admins can assign shifts, attendance policies, and weekly offs at the comfort of a single page.

How does it work?

To access shift planner:From your admin page, go to Settings > Attendance > Shift Planner.

shift planner

On this page, you need to select a start-week. For this version it has to be a date in the future. As the past dates are already gone and the shifts have been completed, you cannot change or edit those shift policies.

Shift planner

If you're having trouble assigning shifts to your employees, try sumHR's shift planner, FREE for 7 days.

Selecting the date activates the next step - filters. Filters help the admin narrow down the employees for whom the shift needs to be planned for. The filters are -

  1. Employee Name - Select a particular employee.
  2. Employee Type - Select whether the employees are full-time, part-time, etc
  3. Business Unit - Which unit they belong to.
  4. Departments - Name of the department.
  5. Office Location - Which branch of the company they are working at.
  6. Reporting Manager - Who they report to.
List of employee

With the right set of filters selected, a data table with all employees is displayed. On double-clicking on any cell in the data table, admins can change and update the policy in real-time. But be careful! Any changes you make will automatically be saved in the back-end and cannot be undone with the click of a button.

Attendance rules

If you do end up assigning a wrong shift, don’t panic. It’s not the end of the world. Simply select the particular date, and assign the correct shift. Voila! Problem solved.

Whenever there are changes made to any plan, the shift planner does not send an email by default. The admin has to click on ‘Notify Employee’ to send an email. This also helps when you make an error. Admins can quickly fix it without sending wrong/multiple notifications to the employee. The Notify Employee button also shows a count of the number of changes made during that session.


The shift planner also has a guide with nifty shortcuts that admins can use to do things easily. The guide can be accessed by clicking on "Guide to help you" below "Assign new shifts". It includes FAQs to answer all your queries.

We’re sure you already know you can still reach out to us in case of any difficulties or questions :)

If you’re interested in making your life a lot easier and uncomplicated give us a call on +91 922 221 3195 to try this feature out!In addition to this, sumHR can also help solve your payroll processing, leave tracking, and performance management issues.

Or you can simply log on to and we’ll get in touch with you.

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Written by
Ankkita Chauhan
Ankita is a content writer at SocioSquares. She has 4+ years hands-on experience in copywriting, marketing and social media.
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