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Working calendar, shifts and attendance rules

Holidays that move follow-ups, shifts that make "late" meaningful, and what counts as a full day.

Length 4:58Published 28 рд╕рд┐рддре░ 2026рднрд╛рдЧ рджреЛ тАФ рдЗрд╕реЗ рдЪрд▓рд╛рдПрдБWatch on YouTube

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Step by step

After this video your working calendar, shifts and attendance rules are set, so follow-ups skip holidays, late and absent days mean something, and a full day is defined by time worked.

  1. 1

    Set the working week

    Settings тЖТ Working days & holidays. Choose the day the week starts on and tick your working days.

  2. 2

    Add the holidays

    Add a holiday with its date and, if you like, a name. Holidays are kept per financial year, so each year gets its own list. Import sheet takes a sheet with Date and Holiday columns, and Download template gives you one to fill in.

  3. 3

    Carry the list into next year

    Carry forward to next year copies this yearтАЩs holidays onto the same calendar dates. Adjust the ones that move each year afterwards.

  4. 4

    How holidays move follow-ups

    Follow-ups scheduled on a holiday move to the next working day, so nobody comes back to a pile of callbacks that fell due while the office was closed.

  5. 5

    Decide whether calling is allowed on holidays

    With Allow calling on holidays off, agents cannot dial from the app on a holiday. Any single day can be turned back on in the list, which helps when one team works through a festival.

  6. 6

    Create a shift

    Team тЖТ Shifts тЖТ Add shift. Give it a name, the time it Starts and Ends, a Grace in minutes and its working days. Leave the time zone empty to use the organisationтАЩs. Assign it to teams, or to people directly; a direct assignment wins over a teamтАЩs shift.

  7. 7

    What a shift makes possible

    A check-in after the start plus the grace counts as late, a check-out before the end counts as leaving early, and a scheduled day with no check-in is marked absent. Without a shift, attendance still records check-ins but cannot flag late or absent days.

  8. 8

    Define a full day and a half day

    Attendance in the sidebar тЖТ Attendance settings. Full day from and Half day from are minutes worked, on-site time minus breaks. Below the half-day mark the day counts as absent; between the two it is a half day.

Tips

  • Financial year starts in sets the month each holiday list begins, such as April in India and the UK, or January in most other countries.
  • Check-in and check-out reminders are sent when someone has not checked in after their shift starts, or is still checked in after it ends.

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