Upload Employee to a Flexible Shift Schedule

How to Upload Employees to a Flexible Shift Schedule:

1. Go to the Shift Schedules tab.

2. Select Upload.

   

3. In the Upload Employees to Shifts page, select the Upload Type as Shift Time.
4. Select the Company to upload employees to Shifts.
5. Select the dates in the From Date and To Date fields.
6. Select the Shift Type as Flexible Shift. 

7. Click Template to download Flexible Shift Template

   

8. Fill in the required details in the downloaded Template. Then, save the file:

   1. The Employee ID field can be filled with Employee ID, Scan ID, or System ID. Select the column that matches the information in the template.

      

   2. The Shift Name refers to the Shift Schedule Name that the employees are assigned to.

      

   3. Enter the working hours per day, e.g., 09:00 means 9 hours.

   4. If it's a weekly day off, enter "DAY OFF" in front of the time, e.g., DAY OFF 09:00

      *If no time is entered, the system will automatically assign a time. The system will use the data from the original shift schedule.

   5. Example of a Flexible Shift Template.

      

9. Once the template is completed, Click Next.

   

10. Select the file you want to upload.

    

11. Match the fields and click Upload. 

    *If you click Ignore all unselected fields, the system will skip fields that have no data.

    

    1. Example of uploading a Flexible Shift Template.

       

12. Click Upload to Upload the template into the system.