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How to Use the Duty Roster in Better HR

Using the duty roster in Better HR

Written by Myo Zaw Hein
Updated over 2 weeks ago

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)

To change the existing schedule on the system, follow these steps:

  1. Click on the employee name and the day you want to edit. A schedule pop-up will appear.

  2. From the pop-up, select one of the following options:

    • Add as Off Day – Mark the selected day as an off day.

    • Delete Shift – Remove the existing shift.

    • Change Shift Time – Modify the current shift schedule.

    • Add Extra Shift – Use this when an employee needs to work two shifts in one day. Add a duplicate shift by selecting Add Extra Shift.


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.

    • Add an Additional Shift – Import from the current duty roster.

    • Overwrite/Replace Shift – Change the shift name and time as needed.

    • Click Confirm.

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