Hold the people once
Set the shifts and the onboarding checklist
Why this step
Working schedules are what make an hour mean something — a timesheet without a shift behind it cannot show overtime. The onboarding checklist is the cheaper half: a new fabricator gets the same start every time.
What this does
Configures automated onboarding and offboarding task plans, factory multi-shift working schedules (Day Shift, Night Fabrication Shift), departure reasons, and corporate HR policies.
Before you start
- System Administrator or HR Director permissions.
Steps
Important
Configuring distinct Working Schedules for Factory Shopfloor (48 hrs/week) versus Engineering Office (40 hrs/week) ensures precise overtime calculation.
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01
Open Employees › Configuration › Onboarding / Offboarding to define automated equipment checklists (safety boots, factory badge, measuring laser).
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02
Configure factory shift hours in Working Schedules.
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03
Manage standard job titles in Recruitment › Job Positions and Employment Types.
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04
Standardize corporate contracts in Contract Templates.
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05
Review Departure Reasons and adjust global policies in Settings.
Common mistakes
- Offboarding an employee without completing asset return checklists for specialized measuring instruments.
- Changing working schedules mid-month without recalculating pending timesheet allocations.
Checkpoint
A new employee's first week is a checklist somebody owns, and their shift pattern is on file.