Employee Schedule

Employee Schedule [HQ]

Employee Schedule Management in GoFrugal HQ  

Overview  

The Employee Schedule feature in GoFrugal HQ allows you to define when, where, and with what role an employee can work in your outlets.

A schedule determines:

  • The role assigned to an employee

  • The outlets where the employee can work

  • The validity period (from date and to date)

⚠️ Once a schedule expires, the employee cannot log in to the system.

Using this feature, you can:

  • Assign employees to different outlets

  • Control employee login access

  • Create new schedules or inactivate existing schedules

When Should You Inactivate a Schedule?  

You may need to inactivate an existing schedule when:

  • An employee is transferred to another outlet

  • There is a promotion or demotion

  • The employee’s operational responsibilities change

Before creating a new schedule, the existing active schedule must be inactivated.

Inactivating an Existing Employee Schedule  

To inactivate an existing employee schedule:

  1. Navigate to Admin > Employee Schedule > Schedule.

  1. Use the filter options at the top of the screen to search for and locate the required employee. Filters help you quickly narrow down the employee list based on available criteria.

 

Understanding the Columns  

The following columns are displayed on the screen:

  • Outlet Name – Displays the list of outlets assigned to the employee

  • Product Name – Shows the base product (POS / TRAC / NT)

  • From Date – Indicates the schedule start date

  • To Date – Indicates the schedule expiry date

Inactivate an Employee for Selected Outlets and Roles  

Follow the steps below to inactivate an employee for specific outlets and roles:

  1. Select the employee by checking the checkbox next to the Employee Code.

  2. Change the Status from Active to Inactive.

  3. Click Save Changes at the top of the screen.

  4. Click Send Outlet to push the changes to the outlet.

  5. Click Close Tab to exit the screen.

Inactivate an Employee for All Outlets and Roles  

Follow the steps below to inactivate an employee across all outlets and roles:

  1. Select the employee by checking the checkbox next to the Employee Code.

  2. At the bottom of the screen, use the Schedule Status option and set the status to Inactive.

  3. Click Bulk Apply to apply the change.

Once applied, the employee will be inactivated for all associated outlets and roles.

Confirm and Apply Inactivation  

After applying the inactivation:

  • All values under the Status column change to Inactive.

  • Click Save Changes at the top of the screen.

  • Click Send Outlet to push the changes to the outlet.

  • Click Close Tab to exit the screen.

Creating a New Employee Schedule  

This section explains how to create a new schedule for an employee.

Important Note  

  • A new schedule cannot be created for an employee who already has an active schedule.

  • Ensure the existing schedule is inactivated before proceeding.

Steps to Create a New Schedule  

Follow the steps below to create a new employee schedule:

  1. Navigate to Admin > Employee Schedule > Schedule.

  1. Select Employee and Schedule Type.

  2. In the Select Employee section at the bottom of the screen, choose the required employee.

  3. Select the Schedule Type:

  • Specific

      • Used for Head Office (HO) scheduling

      • Allows HO-wise or outlet-wise role selection

    • Common

      • Applies the same role to all outlets

      • HO role selection is not available

  1. Configure the required roles based on your business needs. Ensure that the selected roles provide the appropriate access and permissions for the employee across the applicable outlets or functions.

  2. Click Create Schedule to save and create the employee schedule.

A confirmation message will appear stating “Schedule has been created successfully.”

  1. Click Save Changes at the top of the screen.

  2. Click Send Outlet to push the changes to the outlet.

  3. Click the Close Tab button.

Final Check at Outlet  

After sending the schedule, ensure that the transaction is successfully received at the outlet.

Steps to verify the transaction receipt:

  1. Navigate to NetTrade → Reports → Received Transactions.

  2. Confirm that the schedule-related transaction is listed and marked as received.

Important: The schedule will become effective at the outlet only after the transaction is successfully received.

Need More Help?  

Watch the self-help video for step-by-step guidance on employee creation and scheduling.


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