Employee Shift Schedule Documentation

Part 1: USER GUIDE - Shift Schedule


Table of Contents


1. Overview

The Shift Schedule Module is your personal shift management center. It displays your assigned work shifts for the current and next month, provides shift details, and allows you to request shift swaps with colleagues.

What is the Shift Schedule?

Your shift schedule shows:

  • 📅 Your assigned shifts for the current month
  • 📅 Your scheduled shifts for the next month
  • 🕐 Exact shift times and duration
  • 📍 Workplace location and workstation
  • 👥 Required colleagues or team members
  • 🔔 Shift change notifications
  • 🔄 Approved shift swaps

Key Features

View Current & Next Month - Plan ahead for 2 months
Detailed Shift Information - Time, location, requirements
Request Shift Swaps - Exchange shifts with colleagues
Swap Status Tracking - Monitor pending swap requests
Shift Reminders - Get notified before your shift
Export Schedule - Download to personal calendar
Print Schedule - Physical copy for reference
Real-Time Updates - Changes appear instantly

Why Use Shift Schedule?

BENEFITS OF USING SHIFT SCHEDULE:

📋 PLANNING
├─ Know your schedule in advance
├─ Plan personal commitments
├─ Prepare for shift changes
└─ Manage work-life balance

🔄 FLEXIBILITY
├─ Request shift swaps
├─ Accommodate special needs
├─ Coordinate with teammates
└─ Get approval quickly

📱 ACCESSIBILITY
├─ Access from anywhere
├─ Mobile-friendly interface
├─ Download to calendar apps
└─ Set phone reminders

✅ TRACKING
├─ Monitor swap status
├─ View approval history
├─ Track shift changes
└─ Maintain records

2. Understanding Your Schedule

2.1 Shift Types & Times

Morning Shift (Day Shift)

TIME DETAILS
═════════════════════════════════════════

Shift Name:     Morning Shift / Day Shift
Start Time:     08:00 AM
End Time:       05:00 PM (17:00)
Total Duration: 9 hours (including break)
Working Hours:  8 hours
Break Time:     12:00 PM - 1:00 PM (1 hour)

SCHEDULE BREAKDOWN
─────────────────────────────────────────
08:00 - 12:00   Morning work block (4 hours)
12:00 - 13:00   Lunch break
13:00 - 17:00   Afternoon work block (4 hours)
17:00           Shift end / Check-out time

CHARACTERISTICS
─────────────────────────────────────────
✅ Standard business hours
✅ Best for work-life balance
✅ Majority of team working
✅ Good for meetings & collaboration
❌ Early morning wake-up required
❌ Least flexible for evening plans

IDEAL FOR
─────────────────────────────────────────
• Sales & customer service
• Administrative work
• Team coordination
• Client-facing roles

Afternoon Shift (Swing Shift)

TIME DETAILS
═════════════════════════════════════════

Shift Name:     Afternoon Shift / Swing Shift
Start Time:     02:00 PM (14:00)
End Time:       11:00 PM (23:00)
Total Duration: 9 hours (including break)
Working Hours:  8 hours
Break Time:     05:00 PM - 6:00 PM (1 hour)

SCHEDULE BREAKDOWN
─────────────────────────────────────────
14:00 - 17:00   Afternoon work block (3 hours)
17:00 - 18:00   Dinner break
18:00 - 23:00   Evening work block (5 hours)
23:00           Shift end / Check-out time

CHARACTERISTICS
─────────────────────────────────────────
✅ Later start time (sleep in)
✅ Overlaps with morning shift
✅ Good for evening people
✅ More flexible mornings
❌ Late night finish
❌ Can affect sleep schedule
❌ Less time for evening activities

IDEAL FOR
─────────────────────────────────────────
• Support & monitoring roles
• Second shift coverage
• Customer service
• IT & technical support
• 24/7 operations

Night Shift (Graveyard Shift)

TIME DETAILS
═════════════════════════════════════════

Shift Name:     Night Shift / Graveyard Shift
Start Time:     11:00 PM (23:00)
End Time:       08:00 AM (next day)
Total Duration: 9 hours (including break)
Working Hours:  8 hours
Break Time:     02:00 AM - 3:00 AM (1 hour)

SCHEDULE BREAKDOWN
─────────────────────────────────────────
23:00 - 02:00   Evening work block (3 hours)
02:00 - 03:00   Midnight break
03:00 - 08:00   Early morning block (5 hours)
08:00           Shift end / Check-out time

CHARACTERISTICS
─────────────────────────────────────────
✅ Premium pay (night differential)
✅ Quiet work environment
✅ Less crowded office
✅ Excellent for night owls
❌ Sleep disruption
❌ Affects social life
❌ Health considerations
❌ Difficult schedule adjustment

IDEAL FOR
─────────────────────────────────────────
• 24/7 monitoring & support
• Night operations
• Data processing
• Maintenance work
• Security roles
• IT support

HEALTH TIPS FOR NIGHT SHIFT
─────────────────────────────────────────
• Maintain consistent sleep schedule
• Blackout windows during day sleep
• Stay hydrated
• Avoid caffeine after shift
• Get sunlight exposure
• Exercise before/after shift

Off Days / Rest Days

TIME DETAILS
═════════════════════════════════════════

Shift Name:     OFF / Rest Day
Status:         No work scheduled
Duration:       24 hours
Pay:            Regular daily rate (depends on contract)

WHAT YOU CAN DO
─────────────────────────────────────────
✅ Rest and recuperate
✅ Personal activities
✅ Family time
✅ Hobbies and sports
✅ Errands and appointments
✅ Available for emergency OT (with notification)

IMPORTANT NOTES
─────────────────────────────────────────
• Not liable for work unless emergency
• Can decline voluntary OT
• Should inform if unavailable
• Can request swap for another day off
• Holiday pay if on holiday

2.2 Schedule Patterns

Rotating Schedule (Most Common)

ROTATING SHIFT PATTERN - 28 DAY CYCLE

Week 1 (Dec 1-7):
─────────────────────────────────────────
Mon Dec 1   Morning   08:00-17:00 ✅
Tue Dec 2   Morning   08:00-17:00 ✅
Wed Dec 3   Morning   08:00-17:00 ✅
Thu Dec 4   OFF       No work
Fri Dec 5   OFF       No work
Sat Dec 6   Afternoon 14:00-23:00 ✅
Sun Dec 7   Afternoon 14:00-23:00 ✅

Week 2 (Dec 8-14):
─────────────────────────────────────────
Mon Dec 8   Night     23:00-08:00 ✅
Tue Dec 9   Night     23:00-08:00 ✅
Wed Dec 10  Night     23:00-08:00 ✅
Thu Dec 11  Night     23:00-08:00 ✅
Fri Dec 12  OFF       No work
Sat Dec 13  OFF       No work
Sun Dec 14  Morning   08:00-17:00 ✅

Week 3 (Dec 15-21):
─────────────────────────────────────────
(Similar pattern continues)

Week 4 (Dec 22-28):
─────────────────────────────────────────
(Pattern completes, then repeats)

PATTERN BENEFITS
─────────────────────────────────────────
✅ Fair distribution of shifts
✅ Everyone gets variety
✅ No one stuck on night shift
✅ Predictable pattern
✅ Easy to plan ahead

Fixed Schedule

FIXED SHIFT PATTERN - SAME EVERY WEEK

Monday      Morning   08:00-17:00 ✅
Tuesday     Morning   08:00-17:00 ✅
Wednesday   Morning   08:00-17:00 ✅
Thursday    Morning   08:00-17:00 ✅
Friday      Morning   08:00-17:00 ✅
Saturday    OFF       No work
Sunday      OFF       No work

ADVANTAGES
─────────────────────────────────────────
✅ Predictable schedule
✅ Easy to plan personal life
✅ Same time every day
✅ Better sleep consistency
✅ Good for family planning

DISADVANTAGES
─────────────────────────────────────────
❌ Less flexibility
❌ No variety
❌ Harder to swap
❌ Can be boring

Flexible Schedule

FLEXIBLE SCHEDULE - VARIES BY WEEK

Example:
─────────────────────────────────────────
Week 1:  Morning, Morning, Afternoon, OFF, OFF, Night, Night
Week 2:  Afternoon, OFF, Morning, Night, Afternoon, OFF, Morning
Week 3:  Night, Night, Morning, OFF, Afternoon, Afternoon, OFF

CHARACTERISTICS
─────────────────────────────────────────
✅ Adapts to business needs
✅ More variety
✅ Challenging but interesting
❌ Harder to plan ahead
❌ Requires checking regularly
❌ Less predictable

3. Accessing the Schedule

3.1 How to Access

Method 1: From Main Menu

Main Dashboard
    ↓
Left Navigation Menu
    ↓
🕐 Shift Schedule (Click)
    ↓
Shift Schedule Page Opens

Method 2: Direct Link

https://dtr.company.com/employee/shift-schedule

Method 3: From Top Menu

[Employee Menu ▼]
    ├─ Dashboard
    ├─ Attendance
    ├─ Calendar
    ├─ Shift Schedule ← Click here
    ├─ Leave Request
    ├─ Overtime Request
    └─ Notifications

Method 4: From Dashboard

Dashboard Widget
    ↓
Upcoming Shifts Card
    ↓
[View Full Schedule] button
    ↓
Shift Schedule Page Opens

3.2 Page Load

When you first access the schedule:

LOADING SCREEN
═════════════════════════════════════════

┌─────────────────────────────────────┐
│   Loading Shift Schedule...         │
│                                     │
│   ⏳ Fetching current month shifts  │
│   ⏳ Loading next month shifts      │
│   ⏳ Fetching workplace details     │
│   ⏳ Loading your preferences       │
│                                     │
│   [Please wait 2-5 seconds]         │
│                                     │
└─────────────────────────────────────┘

After loading:
    ↓
✅ Schedule fully loaded
   Ready for interaction

4. Schedule Display & Navigation

4.1 Page Layout

SHIFT SCHEDULE PAGE STRUCTURE
═════════════════════════════════════════

┌─────────────────────────────────────────────┐
│  SHIFT SCHEDULE                    🔔 🔄   │
├─────────────────────────────────────────────┤
│                                             │
│  [Month View ▼] [Export] [Print] [Help]   │
│                                             │
├─────────────────────────────────────────────┤
│                                             │
│          SCHEDULE CALENDAR GRID             │
│                                             │
│         DECEMBER 2025                       │
│  ┌─────────────────────────────────┐       │
│  │ Sun Mon Tue Wed Thu Fri Sat    │       │
│  │                  1   2         │       │
│  │ MOR MOR MOR MOR MOR OFF AFT    │       │
│  │  3   4   5   6   7   8   9    │       │
│  │ OFF NIG NIG NIG NIG OFF OFF    │       │
│  │ 10  11  12  13  14  15  16    │       │
│  │ MOR MOR MOR MOR MOR OFF AFT    │       │
│  │ 17  18  19  20  21  22  23    │       │
│  │ OFF NIG NIG NIG NIG OFF OFF    │       │
│  │ 24  25  26  27  28  29  30    │       │
│  │ MOR MOR MOR MOR MOR OFF AFT    │       │
│  │ 31                             │       │
│  │ OFF                             │       │
│  └─────────────────────────────────┘       │
│                                             │
│  [◀ Previous] [Today] [Next ▶]             │
│                                             │
├─────────────────────────────────────────────┤
│                                             │
│  QUICK INFO PANEL                          │
│  ─────────────────────────────────          │
│  Today's Shift: Morning (08:00-17:00)      │
│  Next Shift: Dec 5 - Afternoon (14:00-23)  │
│  Upcoming Days Off: Dec 4, 8, 15, 22, 29   │
│                                             │
├─────────────────────────────────────────────┤
│                                             │
│  LEGEND                                    │
│  ─────────────────────────────────          │
│  🟢 MOR = Morning  | 🟡 AFT = Afternoon    │
│  🔵 NIG = Night    | ⬜ OFF = Day Off      │
│  🟠 ⚠️ = Pending   | 🟡 ⏳ = Swap Pending  │
│                                             │
└─────────────────────────────────────────────┘

4.2 Navigation Controls

Top Navigation Bar

CONTROL BUTTONS
═════════════════════════════════════════

[Month View ▼]
├─ Month View (Full month calendar)
├─ Week View (Single week in detail)
├─ List View (Simple list format)
└─ Agenda View (Upcoming shifts only)

[Export ▼]
├─ Export to Google Calendar
├─ Export to Outlook Calendar
├─ Download ICS File
└─ Download PDF

[Print]
├─ Printer dialog opens
├─ Print-friendly format
└─ Include all months

[Help]
├─ Show tips
├─ FAQ about schedule
└─ Contact support

Bottom Navigation Bar

MONTH NAVIGATION
═════════════════════════════════════════

[◀ Previous Month]
    ↓
Go to November 2025

[Today]
    ↓
Jump to current month (December)

[Next Month ▶]
    ↓
Go to January 2026

Month: December 2025 (Clickable to jump to specific month)

4.3 Month View

Default Calendar Display

The main calendar shows the full month with:
- All 28-31 days visible
- Shift abbreviations in each cell
- Color coding for shift types
- Clickable for details

DECEMBER 2025
        ┌──────────────────────────────────┐
        │ Sun Mon Tue Wed Thu Fri Sat      │
        ├──────────────────────────────────┤
        │               1   2              │
        │                                  │
        │  3   4   5   6   7   8   9      │
        │                                  │
        │ 10  11  12  13  14  15  16      │
        │                                  │
        │ 17  18  19  20  21  22  23      │
        │                                  │
        │ 24  25  26  27  28  29  30      │
        │                                  │
        │ 31                                │
        │                                  │
        └──────────────────────────────────┘

Each cell shows:
┌──────────────┐
│  4 (Thu)     │  ← Date & day of week
│              │
│ MOR          │  ← Shift abbreviation
│ 08:00-17:00  │  ← Shift times
│              │
│ [Click ▶]    │  ← Indicator to click
└──────────────┘

4.4 Week View

Detailed Week Display

WEEK OF DECEMBER 1-7, 2025
═════════════════════════════════════════

Time    Mon 1   Tue 2   Wed 3   Thu 4   Fri 5   Sat 6   Sun 7
────────────────────────────────────────────────────────────────
08:00   ┌─────┐ ┌─────┐ ┌─────┐ ┌─────┐ ┌─────┐
        │ MOR │ │ MOR │ │ MOR │ │ MOR │ │ MOR │ OFF     OFF
        │ ✅  │ │ ✅  │ │ ✅  │ │ 🔔  │ │ ⏰  │
12:00   │     │ │     │ │     │ │     │ │     │
        │ BRK │ │ BRK │ │ BRK │ │ BRK │ │ BRK │
14:00   │     │ │     │ │     │ │     │ │     │
        └─────┘ └─────┘ └─────┘ └─────┘ └─────┘    ┌─────┐
17:00                                             │ AFT │
                                                   │ 14:00
                                                   │-23:00

Legend:
✅ = Checked in
🔔 = Today
⏰ = Pending swap

4.5 List View

Simple List Format

SHIFT SCHEDULE - DECEMBER 2025
═════════════════════════════════════════

Date       Day       Shift      Time          Status
────────────────────────────────────────────────────────
Dec 1      Monday    Morning    08:00-17:00   ✅ Completed
Dec 2      Tuesday   Morning    08:00-17:00   ✅ Completed
Dec 3      Wednesday Morning    08:00-17:00   ✅ Completed
Dec 4      Thursday  Morning    08:00-17:00   🔔 Today
Dec 5      Friday    Morning    08:00-17:00   📅 Upcoming
Dec 6      Saturday  Afternoon  14:00-23:00   📅 Upcoming
Dec 7      Sunday    Afternoon  14:00-23:00   📅 Upcoming
Dec 8      Monday    OFF        -             📅 Upcoming
Dec 9      Tuesday   Night      23:00-08:00   📅 Upcoming
...

5. Viewing Shift Details

5.1 Click to View Details

Step 1: Find the Shift

Locate the shift date on your calendar.

Step 2: Click on Shift Cell

Click on date → Shift details expand or modal opens

Step 3: View Full Information

┌──────────────────────────────────────────┐
│   SHIFT DETAILS - DECEMBER 4, 2025       │
│   Thursday - Morning Shift               │
├──────────────────────────────────────────┤
│                                          │
│ SHIFT INFORMATION                        │
│ ────────────────────────────────────     │
│ Shift Name:      Morning Shift           │
│ Shift Code:      MOR-001                 │
│ Status:          🟢 CONFIRMED            │
│ Last Modified:   Dec 1, 2025             │
│                                          │
│ TIMING DETAILS                           │
│ ────────────────────────────────────     │
│ Date:            Thursday, Dec 4, 2025  │
│ Start Time:      08:00 AM                │
│ End Time:        05:00 PM (17:00)        │
│ Total Duration:  9 hours                 │
│ Working Hours:   8 hours (1h break)      │
│ Break:           12:00 PM - 1:00 PM      │
│ Break Duration:  1 hour                  │
│                                          │
│ WORKPLACE DETAILS                        │
│ ────────────────────────────────────     │
│ Workplace:       Main Office             │
│ Address:         123 Business Ave        │
│ City/Area:       Metro Manila, City      │
│ Building:        Tower A, 3rd Floor      │
│ Workstation:     Desk 5-A                │
│ Zone:            Engineering Zone        │
│ Parking:         Level 2, Slot 105       │
│                                          │
│ TEAM & COLLEAGUES                        │
│ ────────────────────────────────────     │
│ Team Lead:       Pedro Santos            │
│ Immediate Supervisor: Maria Garcia      │
│ Required Team:   Engineering Team        │
│ Other Members:   3 other engineers       │
│                                          │
│ REQUIREMENTS & NOTES                     │
│ ────────────────────────────────────     │
│ Uniform:         Business Casual         │
│ Equipment:       Laptop, ID Badge        │
│ Special Notes:   Team meeting at 10:00AM │
│                 Bring project updates    │
│ Accessibility:   Wheelchair accessible  │
│ Parking Info:    Free onsite parking     │
│                                          │
│ ATTENDANCE RECORD                        │
│ ────────────────────────────────────     │
│ Check-In Time:   08:30 AM ✅             │
│ Check-In Status: On location             │
│ Check-Out Time:  17:15 PM ✅             │
│ Check-Out Status: Normal                 │
│ Duration:        8h 45m                  │
│ Approval Status: ✅ APPROVED              │
│                                          │
│ ACTIONS AVAILABLE                        │
│ ────────────────────────────────────     │
│ [Request Swap] [Set Reminder]            │
│ [Export Event] [Print Details]           │
│ [Share Schedule] [Report Issue]          │
│                                          │
│                                   [Close]│
│                                          │
└──────────────────────────────────────────┘

5.2 Information Categories

Shift Timing

  • Exact start and end times
  • Total hours including breaks
  • Break timing and duration
  • Any split shifts (if applicable)

Workplace Details

  • Office location and building
  • Floor and area
  • Specific workstation
  • Parking information
  • Accessibility information

Team Information

  • Your team/department
  • Team lead name
  • Supervisor name
  • Other team members

Requirements

  • Dress code
  • Equipment needed
  • Special requirements
  • Certifications if needed

Notes & Announcements

  • Important notes about the shift
  • Meetings scheduled
  • Special instructions
  • Updates or changes

6. Schedule Changes & Updates

6.1 Types of Changes

Schedule Additions

When new shifts are assigned:

NEW SHIFT ASSIGNED
═════════════════════════════════════════

🔔 NOTIFICATION:
"New shift assigned for Dec 20"

DETAILS:
├─ Date: December 20, 2025 (Friday)
├─ Shift: Night (23:00-08:00)
├─ Reason: Operational need
└─ Effective: Immediately

CALENDAR UPDATE:
┌──────────────────┐
│ Dec 20           │
│ NEW: Night Shift │  ← Highlighted
│ 23:00-08:00      │
└──────────────────┘

ACTION REQUIRED:
✅ Accept & Acknowledge
❌ Request Exception (if conflict)

Shift Cancellations

When assigned shifts are cancelled:

SHIFT CANCELLED
═════════════════════════════════════════

🔔 NOTIFICATION:
"Your Dec 6 Afternoon shift has been cancelled"

REASON:
└─ Low operational needs / Holiday closure

NEW STATUS:
├─ Dec 6: Now OFF (Day off given instead)
├─ Alternative: May be reassigned later
└─ No action needed

IMPLICATIONS:
✅ Extra day off
❌ Lower pay (if hourly)
📞 Check with HR if uncertain

Shift Modifications

When shift times change:

SHIFT TIME MODIFIED
═════════════════════════════════════════

🔔 NOTIFICATION:
"Your Dec 8 Morning shift time has changed"

ORIGINAL:
├─ Start: 08:00 AM
├─ End: 05:00 PM
└─ Duration: 9 hours

NEW:
├─ Start: 07:00 AM ← Earlier by 1 hour
├─ End: 04:00 PM ← Earlier by 1 hour
└─ Duration: 9 hours

BREAK ADJUSTED:
├─ Original: 12:00-1:00 PM
├─ New: 11:00 AM-12:00 PM ← 1 hour earlier
└─ Duration: Still 1 hour

REASON: Team meeting moved earlier

CALENDAR UPDATE: ⚠️ [Important - Review]

Emergency Schedule Changes

When urgent changes happen:

URGENT SCHEDULE CHANGE
═════════════════════════════════════════

🚨 HIGH PRIORITY NOTIFICATION:
"URGENT: Your shift time changed to Dec 4"

TIME: Changed with minimal notice
├─ Original: Afternoon (14:00-23:00)
├─ New: Morning (08:00-17:00)
└─ Effective: Tomorrow (Dec 4)

REASON: Emergency operational need

APPROVER: Manager approval already done
│ Approved by: Pedro Santos (Manager)
│ Approved: Dec 3 at 6:00 PM
└─ No further action needed

✅ ACKNOWLEDGE to confirm receipt
📞 Contact manager if conflict

6.2 Receiving Notifications

In-App Notification

Bell icon in top-right corner shows:
🔔 with red badge = Unread notifications

Click to see:
├─ Schedule changes
├─ Shift additions
├─ Swap request responses
└─ Important announcements

Email Notification

Email received to: juan.delacruz@company.com

Subject: "Shift Schedule Update - Dec 20"

Body includes:
├─ What changed
├─ New details
├─ Why it changed
├─ Any action needed
└─ Link to view full schedule

SMS Notification (Optional)

Text received: [If enabled in preferences]

"DTR Alert: New night shift assigned Dec 20.
 Check app for details."

Push Notification (Mobile)

If using mobile app:

[DTR System]
"Shift change: Dec 8 Morning now 07:00-16:00"

Tap → Opens shift details

6.3 Responding to Changes

Acknowledge Schedule Change

CHANGE NOTIFICATION
═════════════════════════════════════════

🔔 Your Dec 6 shift changed

┌─────────────────────────────────────┐
│ New Time: 07:00 AM - 04:00 PM       │
│                                     │
│ ✅ [Acknowledge & Accept]           │
│ ❓ [Need More Info]                 │
│ ❌ [Have Conflict]                  │
│                                     │
└─────────────────────────────────────┘

If you click "Acknowledge & Accept":
├─ Change is confirmed
├─ Calendar updates
└─ No further action needed

If you click "Have Conflict":
├─ Reason form appears
├─ Send to manager for review
└─ Await response

7. Requesting Shift Swaps

7.1 What is a Shift Swap?

A shift swap allows you to exchange your shift with a colleague's shift. Both employees must agree, and a manager must approve.

SHIFT SWAP FLOW
═════════════════════════════════════════

You:           Colleague:         Manager:
│              │                  │
├─ Own Shift   │                  │
│ Dec 4 MOR    │                  │
│ 08-17        │                  │
│              │                  │
├─ Request ──────► Can you swap?  │
│              │                  │
│              ├─ Their shift     │
│              │ Dec 5 AFT        │
│              │ 14-23            │
│              │                  │
│              ├─ Accept ────────►│ Review
│              │                  │
│              │                  ├─ Approve
│              │                  │
│ ✅ You work Dec 5 AFT 14-23    │
│ ✅ Colleague works Dec 4 MOR 08-17
│                                  │
└──────────────────────────────────┘

7.2 Requesting a Swap

Step 1: Find the Shift to Swap

Click on your shift date
    ↓
Shift details modal opens
    ↓
Look for [Request Swap] button

Step 2: Initiate Swap Request

┌──────────────────────────────────────┐
│   REQUEST SHIFT SWAP                 │
├──────────────────────────────────────┤
│                                      │
│ YOUR SHIFT                           │
│ ────────────────────────────────────  │
│ Date: December 4, 2025 (Thursday)    │
│ Shift: Morning (08:00-17:00)        │
│                                      │
│ SEARCH FOR COLLEAGUE TO SWAP WITH    │
│ ────────────────────────────────────  │
│ Colleague: [Search name or ID...]   │
│            [Juan Dela Cruz]          │
│                                      │
│ OR: Select from Team Members         │
│ ┌────────────────────────────────┐  │
│ │ ☐ Maria Garcia (Afternoon)    │  │
│ │ ☑ Juan Dela Cruz (Night)      │  │
│ │ ☐ Pedro Santos (Morning)      │  │
│ │ ☐ Rosa Santos (OFF)           │  │
│ └────────────────────────────────┘  │
│                                      │
│ COLLEAGUE'S AVAILABLE SHIFTS         │
│ ────────────────────────────────────  │
│ ☑ Dec 5 - Afternoon (14:00-23:00)  │
│    ├─ Shift Code: AFT-001          │
│    ├─ Team: Sales                  │
│    └─ Status: Available for swap    │
│                                      │
│ ☐ Dec 12 - Night (23:00-08:00)     │
│    └─ Status: Already has pending   │
│                                      │
│ SELECTED SWAP                        │
│ ────────────────────────────────────  │
│ Your Dec 4 Morning    ↔ Their Dec 5 Afternoon
│                                      │
└──────────────────────────────────────┘

Step 3: Add Reason (Optional)

┌──────────────────────────────────────┐
│ WHY DO YOU WANT TO SWAP?             │
│ (Optional but recommended)           │
│                                      │
│ Reason:                              │
│ [────────────────────────────────]   │
│ "I have a doctor's appointment in   │
│  the morning and can work afternoon  │
│  instead. Thanks!"                   │
│                                      │
│ Character count: 87/500              │
│                                      │
│ VISIBILITY                           │
│ ────────────────────────────────────  │
│ This reason will be visible to:      │
│ ✅ The colleague (Juan)              │
│ ✅ Team Lead (Pedro)                 │
│ ✅ Manager (HR)                      │
│                                      │
└──────────────────────────────────────┘

Step 4: Review & Submit

┌──────────────────────────────────────┐
│ REVIEW SWAP REQUEST                  │
├──────────────────────────────────────┤
│                                      │
│ FROM:     Dec 4 Morning (08-17)     │
│ TO:       Dec 5 Afternoon (14-23)   │
│                                      │
│ WITH:     Juan Dela Cruz             │
│ HIS:      Dec 5 Afternoon (14-23)   │
│ HE GETS:  Dec 4 Morning (08-17)     │
│                                      │
│ Status: Ready to submit              │
│                                      │
│ ⚠️ IMPORTANT:                        │
│ • Both parties must accept           │
│ • Manager must approve               │
│ • Changes take effect after approval │
│ • You can cancel if not approved     │
│                                      │
│ [✓ Submit Request] [Cancel]          │
│                                      │
└──────────────────────────────────────┘

Step 5: Confirmation

┌──────────────────────────────────────┐
│ ✅ SWAP REQUEST SUBMITTED            │
├──────────────────────────────────────┤
│                                      │
│ Request ID: SW-2025-001234          │
│ Status: Awaiting Colleague Response  │
│                                      │
│ What happens next:                   │
│ 1. Juan receives notification        │
│ 2. He has 2 days to respond          │
│ 3. If accepted, goes to manager      │
│ 4. Manager approves (1 day)          │
│ 5. Changes effective immediately     │
│                                      │
│ You'll be notified at each stage:    │
│ 📧 Email                             │
│ 🔔 In-app notification               │
│ 📱 SMS (if enabled)                  │
│                                      │
│ Track Status:                        │
│ [View Pending Swaps] [Return]        │
│                                      │
└──────────────────────────────────────┘

8. Managing Swap Requests

8.1 Swap Request Status

Pending Acceptance (Waiting for Colleague)

SWAP REQUEST PENDING
═════════════════════════════════════════

Status: 🟡 Awaiting Colleague Response

Request Details:
├─ Request ID: SW-2025-001234
├─ Created: Dec 3, 2025 at 10:00 AM
├─ You Offer: Dec 4 Morning (08-17)
├─ Colleague: Juan Dela Cruz
├─ Juan's Shift: Dec 5 Afternoon (14-23)
│
├─ Status Timeline:
│  Dec 3 - Submitted by you ✅
│  Dec 3 - Notification sent to Juan 📧
│  Dec 5 - Expires if not responded
│
└─ Actions:
   [View Details] [Cancel Request]

Expiration:
Days Remaining: 2 days
├─ If not accepted: Request expires
└─ You can resubmit later

Colleague Accepted (Waiting for Manager)

SWAP REQUEST - MANAGER REVIEW
═════════════════════════════════════════

Status: 🟡 Awaiting Manager Approval

Request Details:
├─ Request ID: SW-2025-001234
├─ Colleague Response: ✅ Accepted
│  └─ Juan Accepted on Dec 3 at 2:00 PM
│
├─ Current Status: With Manager Pedro Santos
│  └─ Submitted: Dec 3 at 2:10 PM
│  └─ Pending for: 1 day
│  └─ Expected: Dec 4
│
├─ Swap Details:
│  You: Dec 4 Morning → Juan's Dec 5 Afternoon
│  Juan: Dec 5 Afternoon → Your Dec 4 Morning
│
└─ Actions:
   [View Details] [Cancel Request] [Message Manager]

Timeline:
Dec 3 10:00 AM - You submitted ✅
Dec 3 02:00 PM - Juan accepted ✅
Dec 3 02:10 PM - Sent to Manager 📧
Dec 4 (Expected) - Manager approval

Manager Approved (Confirmed)

SWAP REQUEST - APPROVED ✅
═════════════════════════════════════════

Status: ✅ APPROVED & EFFECTIVE

Request Details:
├─ Request ID: SW-2025-001234
├─ Approved by: Pedro Santos (Manager)
├─ Approved on: Dec 3, 2025 at 3:00 PM
│
├─ Your New Schedule:
│  Dec 4: OFF (original was Morning)
│  Dec 5: Afternoon (14:00-23:00) NEW
│
├─ Juan's New Schedule:
│  Dec 4: Morning (08:00-17:00) NEW
│  Dec 5: OFF (original was Afternoon)
│
├─ Effective: Immediately
│  └─ Changes visible in calendar
│  └─ Workplace notified
│  └─ System updated
│
└─ Actions:
   [View Full Schedule] [Export Calendar]
   [Print Confirmation]

Complete Timeline:
Dec 3 10:00 AM - Submitted ✅
Dec 3 02:00 PM - Juan accepted ✅
Dec 3 02:10 PM - Sent to Manager 📧
Dec 3 03:00 PM - Manager approved ✅

Manager Rejected (Denied)

SWAP REQUEST - REJECTED ❌
═════════════════════════════════════════

Status: ❌ REJECTED

Request Details:
├─ Request ID: SW-2025-001234
├─ Rejected by: Pedro Santos (Manager)
├─ Rejected on: Dec 3, 2025 at 4:00 PM
│
├─ Rejection Reason:
│  "Coverage needed on Dec 4. Cannot approve
│   this swap as both your team and Juan's
│   team need full strength on these dates."
│
├─ Alternative Options:
│  ├─ Request different dates
│  ├─ Request swap with different colleague
│  ├─ Request leave instead
│  └─ Discuss with manager
│
└─ Actions:
   [Request New Swap] [View Manager Comment]
   [Send Message to Manager]

Guidance:
💡 Swaps are more likely to be approved when:
   • Not during busy periods
   • Both dates have adequate coverage
   • Advance notice given (2+ weeks)
   • Team lead supports the swap

You Cancelled (Withdrawn)

SWAP REQUEST - CANCELLED
═════════════════════════════════════════

Status: ❌ CANCELLED

Request Details:
├─ Request ID: SW-2025-001234
├─ Cancelled by: You (Juan Dela Cruz)
├─ Cancelled on: Dec 3, 2025 at 2:30 PM
│
├─ Original Request:
│  Dec 4 Morning ↔ Juan's Dec 5 Afternoon
│
├─ Status at Cancellation:
│  Juan's Response: Accepted ✅
│  Manager Status: Pending Review
│
├─ Cancellation Impact:
│  ✅ Juan is notified
│  ✅ Manager is notified
│  ✅ Request withdrawn completely
│  ✅ No changes to schedule
│
└─ Actions:
   [View Schedule] [Request New Swap]

Colleague Declined

SWAP REQUEST - DECLINED
═════════════════════════════════════════

Status: ❌ DECLINED

Request Details:
├─ Request ID: SW-2025-001234
├─ Declined by: Juan Dela Cruz
├─ Declined on: Dec 3, 2025 at 5:00 PM
│
├─ Decline Reason:
│  "Sorry, I can't make that day work.
│   Already have evening plans."
│
├─ Status:
│  Request Closed - No further action
│
└─ Options:
   [Request with Different Colleague]
   [Try Different Dates]
   [Request Leave Instead]

8.2 Swap History

View All Your Swap Requests

SHIFT SWAP HISTORY

ALL SWAPS (Current & Past)
═════════════════════════════════════════

PENDING (1 request)
─────────────────────────────────────────
Dec 4 Morning (08-17)  ↔  Juan Dela Cruz
                           Dec 5 Afternoon (14-23)
Submitted: Dec 3 at 10:00 AM
Status: 🟡 Awaiting Manager Approval
Action: [View] [Cancel]

APPROVED (3 swaps)
─────────────────────────────────────────
✅ Nov 20 Afternoon   ↔  Maria Garcia
   Nov 19 Morning
   Approved: Nov 18 at 2:00 PM
   Completed: Nov 20 ✓

✅ Nov 5 Morning      ↔  Pedro Reyes
   Nov 8 Night
   Approved: Nov 4 at 3:00 PM
   Completed: Nov 5 ✓

✅ Oct 12 Night       ↔  Rosa Santos
   Oct 15 Afternoon
   Approved: Oct 10 at 1:00 PM
   Completed: Oct 12 ✓

REJECTED (2 requests)
─────────────────────────────────────────
❌ Oct 25 Afternoon ↔ Juan Dela Cruz
   Oct 28 Morning
   Rejected: Oct 24 at 4:00 PM
   Reason: Coverage needed

❌ Sep 10 Morning  ↔ Maria Garcia
   Sep 15 Afternoon
   Rejected: Sep 9 at 2:00 PM
   Reason: Conflict with training

CANCELLED (1 request)
─────────────────────────────────────────
⊘ Oct 5 Off       ↔ Pedro Reyes
  Oct 3 Morning
  Cancelled: Oct 4 at 10:00 AM
  Reason: Personal change of plans

9. Schedule Tools & Features

9.1 Export Schedule

Export to Google Calendar

EXPORT TO GOOGLE CALENDAR
═════════════════════════════════════════

1. Click [Export ▼]
   ├─ Export to Google Calendar
   ├─ Export to Outlook
   ├─ Download ICS File
   └─ Download PDF

2. Select "Export to Google Calendar"

3. Google sign-in appears (if needed)
   ├─ Select your Google account
   └─ Authorize access

4. Calendar selection
   ├─ Choose which Google Calendar
   └─ Confirm export

5. ✅ Schedule imported!
   ├─ All shifts appear in Google Calendar
   ├─ Get notifications on phone
   ├─ Sync across devices
   └─ Share with family (optional)

Benefits:
✅ Mobile reminders
✅ Color-coded events
✅ Time zone support
✅ Syncs automatically
✅ Works offline

Export to Outlook Calendar

EXPORT TO OUTLOOK CALENDAR
═════════════════════════════════════════

1. Click [Export ▼]
   └─ Export to Outlook Calendar

2. Choose export format:
   ├─ Office 365 / Outlook Web
   ├─ Outlook Desktop
   └─ Download ICS (for import)

3. Outlook login (if needed)
   ├─ Enter Outlook credentials
   └─ Authorize access

4. Calendar selection
   ├─ Choose target calendar
   └─ Confirm

5. ✅ Shifts in Outlook!
   ├─ All dates synchronized
   ├─ Mobile sync enabled
   ├─ Desktop sync enabled
   └─ Get desktop notifications

Download as PDF

DOWNLOAD SCHEDULE AS PDF
═════════════════════════════════════════

1. Click [Export ▼]
   └─ Download PDF

2. Select options:
   ├─ Month(s) to include
   │  ☑ December 2025
   │  ☑ January 2026
   │  ☑ February 2026
   │
   ├─ Included info:
   │  ☑ Shift times
   │  ☑ Workplace details
   │  ☑ Break times
   │  ☑ Swap history
   │
   └─ Format:
      ○ Calendar view
      ○ List view
      ○ Detailed view

3. [Generate PDF]

4. PDF downloads to device
   ├─ Save for reference
   ├─ Print if needed
   ├─ Share with family
   └─ Print for locker/wallet

Download as ICS File

DOWNLOAD ICS FILE
═════════════════════════════════════════

ICS Format Details:
├─ Standard calendar format
├─ Works with all calendar apps
├─ Portable format
└─ Can be emailed

How to Use ICS File:
1. Download the .ics file
2. Open with calendar app
3. Select "Import" or "Add"
4. Confirm import
5. ✅ Events appear in your calendar

Compatible Apps:
✅ Google Calendar
✅ Microsoft Outlook
✅ Apple Calendar
✅ Thunderbird
✅ Nextcloud
✅ Most calendar apps

9.2 Print Schedule

Print Full Schedule

PRINT SHIFT SCHEDULE
═════════════════════════════════════════

1. Click [Print]

2. Print dialog opens
   ├─ Select printer
   ├─ Choose number of copies
   └─ Select pages

3. Print preview shows:
   ├─ Calendar grid format
   ├─ Shift details table
   ├─ Break times
   ├─ Legend
   └─ Workplace information

4. [Print] button
   └─ Prints to selected printer

5. ✅ Printed schedule received
   ├─ Can hang in work area
   ├─ Carry as reference
   ├─ Share with team
   └─ File for records

Print Tips:
💡 Print in color for better readability
💡 Use landscape orientation
💡 Best on 11x17 paper for multiple months

9.3 Set Shift Reminders

Enable Shift Reminders

SHIFT REMINDERS SETTINGS
═════════════════════════════════════════

How to Enable:
1. Open shift details
2. Click [Set Reminder]

3. Configure reminder:
   When: [2 hours before ▼]
   ├─ 30 minutes before
   ├─ 1 hour before
   ├─ 2 hours before (default)
   └─ Custom time

   Notification Type: [Email ▼]
   ├─ Email
   ├─ SMS
   ├─ Push notification
   ├─ Phone call
   └─ Multiple options

4. [Save Reminder]

Reminder Example:
───────────────────────────────────────
EMAIL REMINDER:

Subject: Shift Reminder - Dec 4 Morning

Body:
"You have a shift starting in 2 hours!

Shift: Morning (08:00-17:00)
Location: Main Office, 3rd Floor
Date: Thursday, Dec 4, 2025

Don't forget to:
✓ Check the weather
✓ Prepare your uniform
✓ Leave on time

See you soon!"

───────────────────────────────────────

Default Reminders:
✅ Email reminder 2 hours before
✅ SMS reminder 30 minutes before
❌ Phone call (not by default)

9.4 Share Schedule

Share with Family/Friends

SHARE SCHEDULE
═════════════════════════════════════════

Options:

1. Export & Email
   ├─ Export as PDF/ICS
   ├─ Attach to email
   └─ Send to family

2. Share Link
   ├─ Generate shareable link
   ├─ Set expiration date
   ├─ Control permissions
   └─ Copy & paste link

3. Print & Physical Share
   ├─ Print calendar
   ├─ Post on fridge
   ├─ Give copy to family
   └─ Laminate for durability

4. Calendar Sync
   ├─ Add family member to shared calendar
   ├─ They get live updates
   ├─ Can see changes in real-time
   └─ Requires permission

Privacy & Security:
⚠️ Only share with trusted people
⚠️ Don't share publicly
⚠️ Be careful with sensitive details
⚠️ Can revoke access anytime

10. Best Practices

10.1 Schedule Management

✅ DO:

  1. Check Schedule Regularly

    Daily:   Morning - confirm today's shift
    Weekly:  Sunday - review next week
    Monthly: End of month - plan ahead
  2. Plan Ahead

    Before requesting swap:
    ├─ Check 2+ weeks in advance
    ├─ Find willing colleague first
    ├─ Plan coverage
    └─ Submit early
  3. Request Swaps Early

    Advance Notice Recommended:
    ├─ 1 month ahead: Almost always approved
    ├─ 2 weeks ahead: Usually approved
    ├─ 1 week ahead: Sometimes approved
    ├─ 2-3 days ahead: Rarely approved
    └─ Same day: Almost never approved
  4. Coordinate with Team

    Before swap request:
    ├─ Inform your team lead
    ├─ Check if coverage exists
    ├─ Discuss with colleague informally
    ├─ Then submit formal request
  5. Export to Personal Calendar

    Keep aligned:
    ├─ Export to Google/Outlook
    ├─ Get mobile reminders
    ├─ Never miss a shift
    ├─ Share with family
  6. Set Reminders

    On important shifts:
    ├─ Team events
    ├─ First shift of week
    ├─ Schedule changes
    ├─ Difficult times

10.2 Swap Request Tips

❌ DON'T:

  1. Don't Request Last Minute

    ❌ Same day swaps rarely approved
    ❌ Gives no time for planning
    ❌ Creates coverage gaps
    ❌ Shows poor planning
    
    Better: Request 2+ weeks ahead
  2. Don't Assume Approval

    ❌ Don't tell people you got the swap
       until fully approved
    ❌ Don't make personal plans
       until confirmed
    ❌ Don't change your calendar
       until system updates
  3. Don't Swap During Critical Times

    ❌ During project deadlines
    ❌ During month-end closing
    ❌ During busy seasons
    ❌ During reduced staffing
    
    Better: Choose normal periods
  4. Don't Forget to Check Impacts

    Before swapping:
    ❌ Don't forget about:
       • Team commitments
       • Training sessions
       • Meetings scheduled
       • Project deadlines
  5. Don't Share Schedule Carelessly

    ❌ Don't share publicly
    ❌ Don't post on social media
    ❌ Don't leave printed copies around
    ❌ Don't screenshot privately

10.3 Attendance with Shifts

Shift-Attendance Connection:

UNDERSTANDING THE LINK
═════════════════════════════════════════

Scheduled Shift:
├─ Dec 4: Morning (08:00-17:00)
│  └─ System expects you to work

Attendance Record:
├─ Dec 4: Check-in 08:30, Check-out 17:15
│  └─ You actually worked

Matching:
├─ ✅ Your attendance matches shift
├─ ✅ All hours accounted for
├─ ✅ Approval automatic
└─ ✅ Verified and complete

Mismatch:
├─ ⚠️ You didn't check-in
├─ ⚠️ You checked-in late
├─ ⚠️ You checked-out early
├─ ⚠️ Missing attendance record
└─ 🔄 Requires manager review

Best Practice:
✅ Always check-in on time
✅ Work full shift
✅ Check-out on time
✅ Verify in Attendance module

11. Troubleshooting

Issue 1: "Schedule Not Loading"

Symptom: Blank calendar or loading spinner stuck

Solutions:

  1. Wait for Load

    Wait 5-10 seconds for data to load
    Network can be slow sometimes
  2. Refresh Page

    Press F5 or Ctrl+R
    Or use [Refresh] button
  3. Clear Cache

    Chrome: Ctrl+Shift+Delete
    Firefox: Ctrl+Shift+Delete
    Safari: Cmd+Shift+Delete
  4. Try Different Browser

    ✅ Chrome (recommended)
    ✅ Firefox
    ✅ Edge
    ✅ Safari
    
    ❌ Avoid old IE versions
  5. Check Internet

    Ensure you have:
    ├─ Active internet connection
    ├─ Stable connection
    ├─ Sufficient bandwidth
    └─ No VPN issues
  6. Contact IT

    If still not working:
    Email: support@dtr.company.com
    Phone: +63 2 1234 5678

Issue 2: "Shifts Not Showing"

Symptom: Expected shifts don't appear on calendar

Solutions:

  1. Check Month

    Are you looking in correct month?
    Use [Previous/Next] to navigate
    Check both Dec 2025 and Jan 2026
  2. Verify Dates

    Confirm shift dates:
    └─ Email or HR may have details
  3. Refresh

    Press F5
    Wait 5 seconds
    Check again
  4. Contact HR

    If shifts still missing:
    ├─ Shift may not be assigned yet
    ├─ Could be system delay
    └─ Contact HR to confirm

Issue 3: "Can't Request Swap"

Symptom: Swap button is disabled or gives error

Solutions:

  1. Check Timing

    Swaps possible only for:
    ├─ Future shifts (not past)
    ├─ Not already swapped
    ├─ Not already approved/rejected
    └─ Not in blackout period
  2. Verify Colleague

    Colleague must:
    ├─ Be on your team/department
    ├─ Have a shift available
    ├─ Have compatible times
    └─ Not have pending swap
  3. Check Restrictions

    Some shifts can't be swapped:
    ├─ Critical dates (blackout)
    ├─ Team-required shifts
    ├─ Training days
    └─ Approved shifts
  4. Try Later

    If still having issues:
    ├─ Wait a few minutes
    ├─ Try refresh
    ├─ Try different shift
    └─ Contact manager

Issue 4: "Swap Rejected - Why?"

Symptom: Swap was rejected but reason unclear

Solutions:

  1. Check Rejection Reason

    In swap history, look for:
    ├─ Manager's comment
    ├─ Specific reason given
    └─ Any guidance
  2. Common Rejection Reasons

    "Coverage needed"
    └─ Try different dates
    
    "Conflict with project"
    └─ Check project schedule
    
    "Insufficient notice"
    └─ Request further ahead
    
    "Team requirements"
    └─ Team needs minimum staffing
  3. Talk to Manager

    Send message via system:
    ├─ Ask for clarification
    ├─ Understand the reason
    ├─ See if alternative works
    └─ Request reconsideration
  4. Try Alternative

    Different options:
    ├─ Request different dates
    ├─ Request with different colleague
    ├─ Request leave instead
    └─ Wait for quieter period

Issue 5: "Export Not Working"

Symptom: Export fails or file doesn't download

Solutions:

  1. Check Browser

    Make sure:
    ├─ Download not blocked
    ├─ Pop-ups not blocked
    ├─ Storage space available
    └─ Browser updated
  2. Allow Downloads

    Browser Settings:
    ├─ Chrome: Settings → Downloads → Allow
    ├─ Firefox: Options → Files → Choose folder
    └─ Edge: Settings → Privacy → Allow
  3. Try Different Format

    If PDF fails: Try ICS
    If ICS fails: Try CSV/Excel
    One format should work
  4. Check File

    After download:
    ├─ Check Downloads folder
    ├─ Verify file size > 0
    ├─ Try opening
    └─ Try importing to calendar

FAQ

Q: How far ahead can I plan?
A: System shows current month + next month. For further, contact HR.

Q: Can I swap permanently?
A: No, swaps are one-time. Request different swaps as needed.

Q: What if I miss a shift?
A: Contact team lead immediately. May be treated as absence.

Q: Can I refuse a new shift assignment?
A: Depends on contract. Usually must accept. Discuss with manager.

Q: How long until swap is approved?
A: Usually 1-2 days after colleague accepts. Weekends may delay.

Q: Can I swap with someone from different team?
A: Usually no. Swaps typically within same team/department.

Q: What if I need to cancel approved swap?
A: Contact manager immediately. May have penalties depending on timing.

Q: Do I get paid differently for different shifts?
A: Depends on contract. Night shift usually has premium pay.

Q: Can I request shift change (not swap)?
A: Contact HR/manager. May be accommodation request.

Q: Is schedule final once posted?
A: Usually yes. Changes only through swaps or manager override.


END OF USER GUIDE - PART 1