Anviz - Guide on creating shifting schedules on Crosschex standards
CrossChex Standard allows you to create shift schedules and assign them to employees based on their working hours.
This guide explains how to configure a timetable, create a shift, assign working days, and schedule employees in CrossChex Standard.
Requirements
CrossChex Standard installed on your computer.
Employee or user records already added to the software.
The employees' work schedules, including their expected clock-in and clock-out times.
1. Open Shift Management
Step 1: Access Shift Settings
Open CrossChex Standard and navigate to:
Settings > Shift Management or Settings > Shift Setting
This section allows you to create and manage employee shift schedules.
2. Create a Timetable
Step 1: Open Timetable Settings
From the Shift Settings section, navigate to:
Timetable Setting
This is where you configure the working hours and attendance rules for a timetable.
Step 2: Configure the Timetable Information
Enter the required information based on the employee's work schedule.
| Setting | Description |
|---|---|
| Timetable Name | Enter a name for the timetable. |
| On Duty Time | Set the expected clock-in time. |
| Off Duty Time | Set the expected clock-out time. |
| Begin Clock In Time | Set the start of the period during which employees can clock in. |
| End Clock In Time | Set the end of the period during which employees can clock in. |
| Begin Clock Out Time | Set the start of the period during which employees can clock out. |
| End Clock Out Time | Set the end of the period during which employees can clock out. |
| Late Error | Set the allowed lateness threshold before a clock-in is considered late. |
| Early Error | Set the allowed early-departure threshold before a clock-out is considered an early out. |
| Count as Workday | Specify how many workdays the timetable counts toward. |
| Count as Worktime | Specify how many minutes of work time the timetable counts toward. |
| Must C In | If checked, the attendance record must have an IN status to be included in the attendance report. If unchecked, records can be included regardless of status. |
| Must C Out | If checked, the attendance record must have an OUT status to be included in the attendance report. If unchecked, records can be included regardless of status. |
| Free Time | Enable this option if you want the attendance report to calculate free time. |
| OT Time | Enable this option if you want the attendance report to calculate overtime. |
Important: According to the original guide, clock-in records outside the configured clock-in period and clock-out records outside the configured clock-out period will not be generated in the attendance report.
Step 3: Save the Timetable
After entering the timetable details, click Add to save it.
3. Create a Shift Schedule
Step 1: Open Shift Settings
Return to the Shift Settings section to create a shift using the timetable you configured.
Step 2: Enter the Shift Information
Enter the following details according to your scheduling requirements:
Shift Name: Enter a name for the shift.
How Many Cycles: Specify the number of cycles for the shift.
Cycle Device: Select the appropriate cycle device setting according to your requirements.
Step 3: Add a Timetable
Click Add Timetable to assign a timetable to the shift.
Step 4: Select the Timetable and Working Days
Choose the timetable you want to use.
Select the days on which the timetable should apply, then click OK.
Step 5: Save the Shift
Click Add to save the shift configuration.
4. Assign the Shift Schedule to Employees
Step 1: Open User Scheduling
After creating the shift, navigate to User Scheduling to assign the schedule to employees.
Step 2: Select the Employees
Select the employees or users who need to follow the shift schedule.
To select multiple employees, click each employee while holding Ctrl. To select all employees, press Ctrl + A.
After selecting the employees, click Arrange.
Step 3: Select the Scheduling Type
Under Not Scheduled, select Normal Scheduling.
Step 4: Configure the Employee's Schedule
Select the shift name you created.
Then specify the beginning and ending dates of the shift schedule.
Click Add to apply the schedule.
Step 5: Save the Schedule
Click Save to save the employee scheduling settings.
The selected employees should now have the assigned shift schedule.
Quick Reference
| Task | Menu or Action |
|---|---|
| Open shift management | Settings > Shift Management or Shift Setting |
| Configure working hours | Timetable Setting |
| Save a timetable | Click Add |
| Create a shift | Enter the shift name, number of cycles, and cycle device |
| Assign a timetable | Click Add Timetable, select a timetable and working days, then click OK |
| Save the shift | Click Add |
| Open employee scheduling | User Scheduling |
| Select employees | Use Ctrl for multiple selections or Ctrl + A for all |
| Arrange the schedule | Click Arrange |
| Assign a shift | Select Normal Scheduling, choose the shift, and set the beginning and ending dates |
| Save employee schedules | Click Save |
Important Notes
Configure and save the timetable before creating a shift that uses it.
Make sure the clock-in and clock-out periods match the intended work schedule. Records outside these periods may not appear in the attendance report.
You can add multiple timetables to a shift when employees need multiple clock-in and clock-out periods.
Select the correct employees and verify the shift name and scheduling dates before saving.
The original guide does not explain the available cycle device options or the exact calculation rules for Late Error, Early Error, Count as Workday, and Count as Worktime. Refer to the software's available settings when configuring these fields.
Menu names and available options may vary depending on the CrossChex Standard version.