¶ Purpose
The purpose of the Shift Master is to define and manage shift details for specific departments and locations within the organization. It enables accurate production planning, workforce scheduling, machine utilization, attendance tracking, and reporting by establishing standardized shift timings and attributes. Shift Master serves as a foundational setup for ERP transactions involving production execution, labor reporting, and capacity planning.
¶ Prerequisites
- The Company Location master must be defined.
- The Department master must be defined.
- Access rights must be assigned to the user responsible for adding, editing or deleting shift details.
¶ Add Shift Details
The Shifts Master- Mode: New screen allows the user to add shift details for the corresponding location and department.
Navigation: Main – Menu → Masters → Master -General → Locations → Departments → Shifts → Add
- The user can search for particular details based on the Location, Department, Shift and Start Date.
- The Shifts screen displays details of the shift such as the Location, Department, Start Date, Shifts and Shift Time (Shift, Start Time, End Time, Break Start and Break Time).
- Click Add to add the new shift details, and the screen will appear as shown below.
- The Shifts Master- Mode: New screen is divided into two sections as listed below.
- Details
- Shift Time
- The Details section allows the user to add shift details such as the Location, Department, Start Date and Shifts.
- The user must select the appropriate Location, Department and Start Date from the dropdown list.
- The user must enter details such as the Shifts.
- Click Save, the following message will appear.
- Click Yes, to add shift time details.
¶ Add Shift Time
The Shift Time Master - Mode: New screen allows the user to add shift timing and break details.
Navigation: Main – Menu → Masters → Master -General → Locations → Departments → Shifts → Select Start Date /Department → Edit → Shift Master-Mode: Edit → Shift Time → Add
- The user must select the appropriate shift from the left panel of the screen.
- Once the user selects the shift, the shift details will appear automatically.
- Click Edit, the following screen will appear.
- Click Add, and the following screen will appear.
- The user must enter details such as the Shift.
- The user must enter details such as the Start Time, End Time, Break Start and Break Time (minutes).
- The Start Time and End Time represent the time in Hours: Minutes: Seconds (AM/PM) format. The user can adjust the time using the Upward and Downward arrows.
- Click Save, the added details will appear as shown below.
- Click Save.
- The user can view or edit or delete the added details.
- The user must select the appropriate shift time to view or edit or delete details.
¶ Edit or Delete Shift Details
The Shifts Master - Mode: Edit screen allows the user to edit or delete the added or existing shift details if required.
Navigation: Main – Menu → Masters → Master -General → Locations → Departments → Shifts → Select Start Date /Department → Edit
- The user must select the appropriate shift from the left panel of the screen.
- Once the user selects the shift, the shift details will appear automatically.
- Click Edit, the following screen will appear.
- The user can edit shift details such as the Location, Department, Start Date, Shifts and Shift Time.
- Click Save, to save the edited details.
- Click Delete and the following message appears.
- Click Yes.
- Click Close, and the deleted details will disappear from the left panel of the screen.
Note: The user can delete the area details only if they are not used in any transactions or masters.
¶ View Details in Tree or Grid
The Grid View and Tree View options allow the user to view shift details either in a tabular format or in a hierarchical structure for easier navigation and understanding.
- Click Grid View to view details in tabular format (rows and columns), as shown below.
- Click Tree View to display data hierarchically (parent-child structure), as shown below.
- The user can expand or collapse nested items to view relationships or categories.
¶ Search Shift Details
The Search option allows the user to search for shifts based on the company locations or branches.
- Click Search, and the following screen will appear.
- The user must select the appropriate Filter On and Filter Text from the dropdown list.
- The user must enter the corresponding filter value and press Enter key.
- Once the user presses Enter key, the corresponding list will appear on the left panel of the screen.
¶ Print Shift Details
The Print option allows the user to print the added or existing shift details.
- Click Print, the following screen will appear.
- Click Filter, to search for details.
- Click Sort, to arrange details in either ascending or descending order.
- Click Export to Excel, to view details in Excel.
- Click Settings, to adjust Columns, Fonts, Row Height, Fit To Page, Page Setup and Printer Setup.
- The Set Col Details option allows the user to adjust column width as required.
- The Font option allows the user to edit Font Family, Font Style, Size, Effects and Scripts as required.
- The Auto Row Height option allows the user to adjust row height if required.
- The Fit to Page option allows the user to scale the content to fit the page if required.
- The Printer Setup option allows the user to configure the Printer, Print Range and Copies details if required.
- The Page Setup option allows the user to set the Paper Size, Orientation (Portrait or Landscape) and Margins in Inches (Left, Right, Top and Bottom) details as required.
- Click Print, to print details.
- Click Print Preview, to view details before printing.
- Click Close, to navigate to the Shifts screen.
¶ Where Used
The Where Used option provides a list of transactions or tables where a specific shift is used in the application.
- The user must select the Start Date and Department from the left panel of the screen.
- Click Where Used, and the following screen will appear.
- The Where Used screen displays details such as SL No., Where Used and Details.
¶ Functional Use Case
| Sl. No. | Use Case | Business Scenario | Functional Outcome in ERP / MES |
|---|---|---|---|
| 1 | Create Shift | Organization needs to define working shifts for departments and locations. | Shift is created with defined timings and attributes. |
| 2 | Assign Shift to Department & Location | Different departments follow different shifts. | Shift is mapped to the selected department and location. |
| 3 | Define Shift Timings & Breaks | Accurate production and attendance tracking is required. | Shift timings and breaks are recorded correctly. |
| 4 | Night / Cross‑Day Shift Setup | Shifts extend beyond midnight. | System handles cross‑day shift calculations. |
| 5 | Use Shift in Transactions | Production, attendance, and machine usage depend on shifts. | Shift data is used in MES/ERP transactions and reports. |
¶ Use Case Scenario
- Click here for a detailed use case scenario.
¶ Transaction Checklist
| Steps | Checklist Item | Details / Purpose |
|---|---|---|
| 1 | Location Setup | Ensure the location/plant is created and active. |
| 2 | Department Setup | Confirm departments are defined and mapped to locations. |
| 3 | Shift Code Definition | Decide unique and standardized shift codes. |
| 4 | Shift Name | Define clear shift names (e.g., General, Morning, Night). |
| 5 | Shift Timings | Confirm start time and end time of the shift. |
| 6 | Shift Duration | Validate total shift hours including breaks. |
| 7 | Break Time Definition | Define planned break intervals, if applicable. |
| 8 | Cross‑Day Shift Check | Identify shifts spanning across days (e.g., night shift). |
| 9 | Department Mapping | Assign shift to relevant departments. |
| 10 | Location Mapping | Assign shift to applicable locations/plants. |
| 11 | Overtime Rule Reference | Ensure overtime rules are predefined, if required. |
| 12 | Holiday & Weekly Off Alignment | Verify shift applicability on holidays or weekly offs. |
| 13 | Duplicate Validation | Check for overlapping or duplicate shifts. |
| 14 | Approval & Authorization | Ensure user has rights to create or modify shifts. |
| 15 | Audit & Traceability | Confirm audit logging is enabled for master changes. |