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How to Use the Duty Roster in Better HR

Using the duty roster in Better HR

Myo Zaw Hein avatar
Written by Myo Zaw Hein
Updated today

Better HR allows you to manage employee schedules using the Duty Roster in two ways:

  1. Manually adding shifts day by day

  2. Bulk uploading via Excel import

Let’s walk through both methods step by step.


Step 1: How to Create a New Attendance Setting

Before you can schedule shifts, you need to create an Attendance Setting under the Policy section.

  • Go to the Policy tab.

  • Create or edit a policy and set up the duty attendance settings (shift names, working hours, etc.).

  • These shift settings will later appear in the duty roster for assignment.


Step 2: Manually adding shifts day by day

  1. Go to the Attendance tab from the left sidebar.

  2. Click on the Duty Roster sub-tab.

  3. You will see that the system automatically generates 7 days of schedules in advance.
    For example:

    • If today is 1st Jan, you will see schedules up to 7th Jan.

    • On 2nd Jan, the system adds 8th Jan, and so on.

How to Add or Change a Shift (Day-by-Day Scheduling)

  • Click on the existing shift for a specific day → Delete it.

  • Click on the “+” sign on that day.

  • A list of available shifts (based on the employee’s policy) will appear. Select a shift.

    • It will show in yellow, meaning the schedule is not yet published.

  • After assigning shifts:

    • Click “Publish” at the bottom-right.

    • A confirmation box will appear:

      • To notify the employee, tick “Send Notification”.

      • To skip notification, uncheck it.

    • Click Publish to apply the changes.


Step 3: Uploading Duty Roster via Excel (Bulk Method)

📌 Note: You cannot upload the current date or backdated schedules. You can only import from tomorrow onward.

How to Prepare and Upload a Duty Roster Excel File

  1. Select a Date Range in the duty roster tab.

  2. Click the ellipsis icon (•••) > Export Excel.

  3. Once the file is generated, it will appear near the download icon (bottom-left of the screen).

  4. Click “Download” under “Exported attendance excel” and open the file.

Editing the Excel File

  • The first sheet includes employee details and date columns for the selected range.

  • The second sheet contains all the shift names created under your policies.

To fill in the schedule:

  • Copy shift names from the second sheet and paste them into the date columns in the first sheet.

  • ✅ Make sure:

    • Shift names match exactly (for easy matching later).

    • You assign shifts only to employees who are part of that policy.

Optional Clean-Up:

  • If you don't want to import some employees, delete their entire row.

  • If you don’t want to import some dates, delete those column(s).

Uploading the Edited File

  1. Go back to the Duty Roster tab.

  2. Click the ellipsis icon (•••) > Import Excel.

  3. In the pop-up box, click Upload File and choose your saved Excel file.

  4. The system will ask you to match shift names:

    • If copied correctly, click Auto Match.

    • If not, manually select the correct shift from the dropdowns.

    • Click Confirm.

  5. After uploading:

    • Use the search box to find and confirm the newly added shifts.

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