Scheduling

Scheduling plans who works when. Define reusable shift presets, roster individuals or whole teams, and let the schedule drive Attendance — so lateness, overtime, and day-offs are measured against the right plan.

Concepts

Shift preset — a reusable shift definition (start, end, breaks, grace).
Day template — a day’s pattern, including a day-off.
Fixed hours vs flexible vs open shifts.

Create shift presets

Go to XO People → Scheduling → Shift presets → New.
Set start/end times and breaks.
Choose the type:
- Fixed hours — same hours each day.
- Flexible — a window with required total hours; enable lateness compensation so extra time offsets a late start.
- Open shift — no fixed clock-out; useful for one-punch sites.
Set allowed shortage / early-out tolerances.
Save.

Tip: for sites where staff punch once, enable one-punch / clock-out not required so a single punch counts as present.

Assign shifts

To an individual: open the employee → Schedule → pick a preset per day.
To a team: select multiple employees and apply a day template across a date range.
Day-off: mark rest days so they’re excluded from absence/lateness.

Bulk scheduling (Excel)

Scheduling → Bulk → Download template.
Fill in employee, date, and shift preset per row.
Upload — XO validates and applies the roster in one go.
Use Clear schedule to reset a range before re-rostering.

📷 Screenshot: a weekly roster grid with presets color-coded per employee.

Best practices

Build a small library of presets and reuse them — don’t hand-build shifts daily.
Roster before the period starts so Attendance has a plan to measure against.
Use flexible shifts for office roles and fixed/open for retail and field.

Troubleshooting

Attendance flags everyone late. The assigned preset/grace is wrong for that team — check the day template.
Bulk upload rejected. A preset name or date is invalid — XO lists the offending rows on import.