Our powerful Job Scheduler makes it effortless to create shifts or dispatch jobs for your team and to make sure they have all the information they need regarding their shifts.
Do you have all of your data already on your computer, just waiting to be uploaded into our platform? Don't outwork yourself by uploading your data one at a time, Save time by importing your shifts and jobs directly into our Job Scheduler!
In this article, we will cover:
What Can Be Imported To Our Job Scheduler
To import your data into our Job Scheduler, firstly, you'll have to download and fill out our Excel spreadsheet template. Here's what you import into the spreadsheet:
Date of shift or job
Start time and end time of the shift
Breaks - Paid and Unpaid (type in the number of minutes, not hours)
Shift Title
Title of Job and Sub job
Location of shift or job
Notes and Custom columns (will be added to the shift's notes)
Shift Tasks (you must enter the shift tasks with separate commas)
How to Import Your Data
Follow these simple steps to import your work into our Job Scheduler, we're going to walk you through the flow of importing your data into the Scheduler.
Step 1: On your dashboard, access the Job Scheduler. Click on "Add", and select "Import shifts from Excel"
Step 2: Download our Excel template
Step 3: Edit your Excel file. Please note that each row will represent a single shift
Step 4: When you're done, save the file as CSV (Comma Delimited)
Step 5: Upload the CSV file
Step 6: If you have jobs in the CSV that are unrecognized, you will need to do the following:
Add as a new job
Insert the job or sub-job to an existing job
Ignore the unknown job or unknown sub-job
Please note: If the parent job or the sub-job doesn't exist, you will only be able to add it to an existing job or ignore it.
Step 7: Review the imported shifts, make edits, and add more shifts if needed:
Step 8: Review the summary of your imported shifts and click on "Confirm":
Please note: when you import shifts from Excel, the shifts will be imported into your schedule in draft mode, so you will be able to make final adjustments before publishing the schedule for your employees.
Step 9: Select the Publish option once you are ready:
Let's walk you through the complete process, step by step in the example below:
*The ability to import shifts with an Excel file is available from our Basic Operations Plan and above*
💡Tip: If you’re experiencing issues with importing or encountering errors, check out our troubleshooting guide.
Want a Pro to do the work for you? 🤓 Click here to learn more.
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.