The Roster Configuration settings in OrangeHRM allow administrators to customize how employee information is displayed and control shift swap permissions. Under the General settings, you can select whether Total Shift Hours or Allocated Hours (includes leave) appears next to an employee's name on the roster. For shift swaps, you can enable the Swap Shifts option to allow employee-initiated exchanges and toggle Manager approval for shift swaps to ensure all requests are reviewed and approved before taking effect, providing both flexibility and oversight in schedule management.

Step 01 - Navigate to the Roster Module and go to the Configurations Section, and select General.

General Configuration

Conflict Handling for Copy Shifts

This setting controls what happens when you copy a weekly schedule and a copied shift conflicts with a shift that already exists in the target week or with approved leave.

• Do Not Create Conflicting Shifts: Any shift that would conflict with an existing shift or approved leave is skipped and not copied.
• Create as Unassigned Shifts: Instead of being skipped, each conflicting shift is created as an unassigned (empty) shift in the target week so it stays on the roster and an employee can be assigned to it later.

Primary Detail Shown with Employee Name

• Primary Detail Shown with Employee Name: Choose which information is displayed next to an employee's name on the roster.

You can select either total shift hours or the allocated hours from the given options.

• Total Shift Hours: Shows the total scheduled work hours.
• Allocated Hours (includes leave): Shows total hours accounting for both work and approved leave.

Swap Shift Configuration

There are two main roster shift swap configurations.

• Swap Shifts - Turn the toggle "ON" to enable co-worker-initiated shift swaps.

 

 

• Manager approval for shift swaps - Turn the toggle "ON" to ensure all shift swaps require approval before taking effect.

 

Note: All changes to the General Configuration are recorded in the Audit Trail under HR Administration → Audit Trail with Module Rosters.