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Kurze Fakten
- Preis
- $249.00 USD
- ERPNext-Versionen
- —
- Rüstzeit
- 30 Min
- Lizenz
- Einmalig und unbefristet
- Sprachen
- 11 Sprachen
Einmalkauf
Advanced Shift & Roster Planner for ERPNext
A build-to-order Frappe app that adds a visual drag-and-drop roster calendar, rotating shift patterns, shift-swap and open-shift requests, and coverage alerts on top of ERPNext HR. ECOSIRE scopes, builds, installs and supports it for your bench — it is not an instant marketplace download.
$249.00USD
Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.
Hauptfunktionen
Drag-and-drop roster calendar as a custom Frappe Page — drag an employee onto a day/cell to create a real `Shift Assignment`, drag to move, resize to change hours, all persisted via whitelisted methods
Week, month and per-department/branch/location views with color-coded shift types and live headcount per cell
`Roster Pattern` DocType for rotating cycles (early/late/night, 4-on-4-off) — define the sequence and cycle length once, generate assignments forward for a date range and employee group in one background job
Shift-swap requests as a submittable DocType with a Frappe Workflow; on approval a `hooks.py` `on_submit` event rewrites the underlying `Shift Assignment` records so the roster stays authoritative
Open-shift board — publish unassigned shifts, let eligible employees claim them, first-approved wins with a `validate` guard against double-booking
Coverage rules: required headcount per shift type and optional skill/designation, compared against what is actually rostered
Understaffing alerts raised by a `scheduler_events` cron that scans upcoming days and fires in-app notifications plus optional email before the gap becomes a no-show
Auto-assign that reconciles the published roster against `Employee Checkin` records, matching each check-in to its best-fit shift so attendance processing stays accurate
Roster publish action that snapshots the schedule, locks it from silent edits, and notifies each affected employee of their shifts
Conflict and overlap validation on assignment — blocks the same employee on two overlapping shifts and respects `Leave Application` and holiday lists
Full Frappe REST API and `@frappe.whitelist()` methods so a kiosk, mobile view, or the Frappe HR mobile app can read the roster and post swap/pickup requests
Role-profile-based permissions — schedulers scoped to their department via User Permissions, employees limited to their own requests, managers as approvers
Client scripts on the assignment and request forms for inline validation and one-click actions without leaving the ERPNext desk
Reports and dashboard: hours rostered vs. worked, coverage gaps by day, swap/pickup volume — built as Query/Script Reports on the app's DocTypes
Über dieses Produkt
ERPNext HR ships a Shift Type, Shift Assignment and Shift Request DocType and will resolve an employee's shift when it processes attendance — but it has no visual roster. Scheduling a hospital ward, a hotel front desk or a three-line manufacturing plant means creating Shift Assignment records one form at a time, with no calendar to see who is on, no way to spot that Saturday night is short two nurses until it is too late, and no self-service path for staff to swap or pick up open shifts. Rotating patterns (four-on-four-off, early/late/night cycles) get rebuilt by hand every cycle. Teams end up back in spreadsheets and WhatsApp, and the attendance ERPNext eventually computes no longer matches what actually happened on the floor.
Warum Advanced Shift & Roster Planner for ERPNext wählen
Drag-and-drop roster calendar as a custom Frappe Page — drag an employee onto a day/cell to create a real `Shift Assignment`, drag to move, resize to change hours, all persisted via whitelisted methods
Week, month and per-department/branch/location views with color-coded shift types and live headcount per cell
`Roster Pattern` DocType for rotating cycles (early/late/night, 4-on-4-off) — define the sequence and cycle length once, generate assignments forward for a date range and employee group in one background job
Shift-swap requests as a submittable DocType with a Frappe Workflow; on approval a `hooks.py` `on_submit` event rewrites the underlying `Shift Assignment` records so the roster stays authoritative
Open-shift board — publish unassigned shifts, let eligible employees claim them, first-approved wins with a `validate` guard against double-booking
Coverage rules: required headcount per shift type and optional skill/designation, compared against what is actually rostered
ECOSIRE builds the Advanced Shift & Roster Planner as a proper Frappe app (its own module, installed via bench get-app / bench install-app) that sits directly on the native HR DocTypes rather than replacing them. The centrepiece is a drag-and-drop roster calendar — a custom Frappe Page backed by whitelisted server methods — where a scheduler drags an employee onto a day and cell to create a real Shift Assignment, drags to move or resize it, and sees the whole week or month per department, branch or location. A Roster Pattern DocType lets you define rotating cycles once (sequence of shift types, on/off days, cycle length) and generate assignments forward for any date range and employee group in a single background job. Publishing a roster flags it, snapshots it, and notifies affected employees.
Technically it is honest ERPNext engineering, not a black box. Shift-swap and open-shift pickups are their own submittable DocTypes with a workflow and role-based approvals wired through hooks.py doc events (validate, on_submit) so an approved swap writes back to the underlying Shift Assignment and stays in sync. Coverage rules compare required headcount per shift/skill against what is actually rostered; a scheduler_events cron evaluates upcoming days and raises understaffing alerts (in-app notification plus optional email) before the gap becomes a no-show. An auto-assign routine reconciles the published roster against Employee Checkin records so the shift that best matches a check-in is assigned, keeping attendance processing accurate. Everything is reachable over the standard Frappe REST API and whitelisted methods, so a kiosk, mobile view or the Frappe HR app can read and post to it. Permissions use ERPNext role profiles — schedulers manage their own department, employees only raise requests, managers approve.
Because this is build-to-order, nothing is a generic download you install and hope fits. We start with a short scoping call, confirm your shift model, rotation rules, coverage thresholds, approval chain and locales, then build against your ERPNext version (v15 or v16). Typical delivery is 2 to 4 weeks from confirmed scope. You get the app validated on a staging copy of your site through UAT, deployed to production with a rollback plan, and a post-go-live support window — plus the full git repository so your team (or ours) can maintain and extend it.
Was Sie bekommen
- Installable source code for your build — a versioned Frappe app pinned to your ERPNext v15 or v16, installed via `bench get-app` / `bench install-app`
- Installation and configuration on your environment: app install, DocTypes and workflows migrated, roles/permissions set up, shift types and coverage rules seeded from your data
- Technical documentation — DocType and field reference, `hooks.py` doc events, scheduler events, whitelisted API endpoints, and extension notes
- User guide plus a live training session for schedulers, approvers and admins (recorded for later onboarding)
- Post-go-live support window for defect fixes and scoped adjustments after production launch
- UAT on a staging copy of your site with a documented rollback plan before any production change
- Handover of the full git repository so your team or ours can maintain, branch and extend the app
- Data migration/backfill of existing shift assignments where applicable, validated on staging first
Für wen das ist
Hospital & healthcare workforce scheduler
Rosters nurses and clinical staff across wards and 24/7 rotations where a coverage gap is a patient-safety issue. Needs skill-aware coverage rules, rotating night cycles, and understaffing alerts that fire before the shift, not after the no-show.
Hospitality operations manager
Runs front desk, housekeeping and F&B across variable demand. Wants a drag-drop calendar to reshape the week fast, an open-shift board so staff pick up extra cover, and self-service swaps that don't clog the manager's inbox.
Manufacturing / plant shift supervisor
Schedules production lines on fixed rotating patterns (early/late/night) and must reconcile the roster with what the time clock actually recorded. Needs template-driven pattern generation and auto-assign against `Employee Checkin` to keep attendance clean.
ERPNext / HR systems administrator
Owns the ERPNext instance and must keep any add-on maintainable and upgrade-safe. Wants a proper Frappe app on native HR DocTypes, clean `hooks.py` events, REST access, and the git repo handed over — not a fragile customization.
Installationsübersicht
Von ECOSIRE herunterladen
Kaufen Sie die Lizenz auf ecosire.com und laden Sie die ZIP-Datei der Advanced Shift & Roster Planner for ERPNext-App von Ihrem Konto-Dashboard herunter.
Fügen Sie die App zu Ihrer Bank hinzu
Extrahieren Sie die ZIP-Datei in den Apps-Ordner Ihrer Bank oder führen Sie „bench get-app“ mit dem Pfad zur extrahierten App aus.
Installieren Sie es auf Ihrer Website
Führen Sie „bench --site SITE_NAME install-app APP_NAME“ gefolgt von „bench migrate“ aus, um Advanced Shift & Roster Planner for ERPNext zu installieren und sein Schema anzuwenden.
Aktivieren Sie Ihre Lizenz
Öffnen Sie die ECOSIRE-Lizenzeinstellungen auf Ihrer Website und aktivieren Sie Ihren Lizenzschlüssel. Erfordert die kostenlosen Apps ecosire_connect und ecosire_license_client.
Wie Advanced Shift & Roster Planner for ERPNext im Vergleich abschneidet
| Kriterium | ECOSIRE | Benutzerdefinierter Build | Konkurrent | Odoo Native |
|---|---|---|---|---|
| Visual drag-drop roster | Purpose-built calendar Page on native HR DocTypes | Possible but you design and build it from scratch | Sometimes; often a rigid grid or read-only view | |
| Rotating shift patterns | `Roster Pattern` DocType generates cycles forward in one job | Buildable, but pattern logic is yours to write and test | Basic templates, limited cycle flexibility | |
| Shift-swap & open-shift requests | Submittable DocTypes + Workflow, write back to assignments | Full workflow design and approval wiring on you | Varies; may not sync back to core records | |
| Coverage & understaffing alerts | Rule-based, cron-driven alerts before the shift | You build the rules engine and scheduler | Rarely included | |
| Auto-assign vs. check-ins | Reconciles roster against `Employee Checkin` records | Custom matching logic to design and maintain | Uncommon in off-the-shelf apps | |
| Fit to your process | Scoped to your rotations, rules and approval chain | Fully bespoke — and fully your cost/risk | Fixed feature set, adapt your process to it | |
| Version fit & upgrade path | Pinned and tested on your v15/v16, adapted on upgrade | Depends entirely on your team's discipline | Depends on vendor's release cadence | |
| Source & ownership | Full git repo handed over, support window included | You own it, and you own all the maintenance | Usually licensed, source often closed |
Häufig gestellte Fragen zu Advanced Shift & Roster Planner for ERPNext
+How long does delivery take?
This is a build-to-order product, not an instant marketplace download. After a short scoping call to confirm your shift model, rotation rules, coverage thresholds and approval chain, typical delivery is 2 to 4 weeks from confirmed scope. Larger or heavily customized rosters may run longer — we give you a firm timeline in the proposal before any build starts.
+How do support and updates work after go-live?
Every build includes a post-go-live support window for defect fixes and scoped adjustments. We hand over the full git repository, so your team can maintain the app or we can continue under a support/retainer arrangement. When you upgrade ERPNext, we can validate and adapt the app on a staging copy first — the app is pinned to your version (v15 or v16) and re-tested against the target before you go live.
+Does it replace ERPNext's native shift and attendance features?
No — it builds on them. The planner sits on the native `Shift Type`, `Shift Assignment` and `Shift Request` DocTypes and writes real records, so ERPNext's attendance processing, payroll and reports keep working. It adds the visual roster, rotation patterns, swap/open-shift requests and coverage alerts that core ERPNext doesn't provide, without forking your HR module.
+Which ERPNext and Frappe versions are supported?
We build for Frappe/ERPNext v15 and v16. We pin the app to your exact version and branch, install it via `bench get-app` / `bench install-app`, and test on a staging copy of your site before touching production. If you run an older version, we'll advise on the upgrade path during scoping.
+Can employees swap shifts or pick up open shifts themselves?
Yes. Shift-swaps and open-shift pickups are submittable DocTypes with a Frappe Workflow and role-based approvals. Employees raise requests from the desk or over the REST API (kiosk or the Frappe HR mobile app); on approval, a `hooks.py` doc event writes the change back to the underlying `Shift Assignment` so the roster stays the single source of truth. A validation guard prevents double-booking and honors leave and holiday lists.
+How does auto-assign against check-ins work?
A scheduled routine compares published shifts against `Employee Checkin` records and matches each check-in to its best-fit rostered shift, so the shift ERPNext uses for attendance reflects what actually happened on the floor. It's optional and rule-driven — you set the matching tolerances during scoping — and it never silently overwrites an approved assignment without flagging the conflict.
+Can it enforce staffing levels and warn us about gaps?
Yes. You define coverage rules (required headcount per shift type, optionally by skill or designation). A `scheduler_events` cron evaluates upcoming days and raises understaffing alerts as in-app notifications and optional emails before the shift, so schedulers can fill the gap in advance rather than discover it as a no-show.
+Do we get the source code?
Yes. You receive the full installable Frappe app source and the git repository at handover. There's no lock-in — your team can read, maintain, branch and extend it, or keep us on for support. It's your app, built for your ERPNext instance.
Verwandte Module
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Advanced Shift & Roster Planner for ERPNext
A build-to-order Frappe app that adds a visual drag-and-drop roster calendar, rotating shift patterns, shift-swap and open-shift requests, and coverage alerts on top of ERPNext HR. ECOSIRE scopes, builds, installs and supports it for your bench — it is not an instant marketplace download.
- Drag-and-drop roster calendar as a custom Frappe Page — drag an employee onto a day/cell to create a real `Shift Assignment`, drag to move, resize to change hours, all persisted via whitelisted methods
- Week, month and per-department/branch/location views with color-coded shift types and live headcount per cell
- `Roster Pattern` DocType for rotating cycles (early/late/night, 4-on-4-off) — define the sequence and cycle length once, generate assignments forward for a date range and employee group in one background job
- Shift-swap requests as a submittable DocType with a Frappe Workflow; on approval a `hooks.py` `on_submit` event rewrites the underlying `Shift Assignment` records so the roster stays authoritative