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 could be imported into our Job Scheduler
In order to import your data into our Job Scheduler, firstly, you'll have to download and fill our Excel spreadsheet template. Here's what you import into the spreadsheet:
Date of shift or job
Start time and end time
Title of shift or job
Location of shift or job
Custom columns (will be added to the shift's notes)
How to import your data
Follow these simple steps in order 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 Shifts", 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 needed, edit unknown columns:
Add as a new job
Insert to existing job
Ignore the unknown job
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":
Note that all your shifts are now populated in 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:
Please note that importing shifts with an excel file is available from our Advanced plan and above.
Want to learn more about our Operation Hub Advanced plan capabilities? You can learn all about it here!
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.