Shift Pattern Uploads allow schedulers to build out and upload shifts in patterns for a schedule period instead of specifying one day at a time. The Days of Week Shift Pattern Upload template is ideal for businesses with set schedules, or recurring staffing needs, because you can schedule a worker for an entire schedule period in a single row.
The Shift Pattern Upload template has one row per pattern. This pattern can be unassigned, assigned to a single worker, or assigned to multiple workers. The start and end dates of the pattern are populated along with start times and shift durations for each day in the pattern:
Note: Use of this upload template assumes that all the shifts in any given row have the same attributes such as Team, Role, Client, Department, Location and notes.
Note: It is important to remember each row covers every day between the Begin Date and End Date. If you have the start date for the pattern on Sunday for a Monday to Friday pattern, the first day should remain blank and the shifts should be added for the next 5 days, and the last day should also remain blank.
Download Template
To download the Days of Week Shift Pattern Template, take the following steps:
- Go to Settings
- Select Data Uploads
- Choose Schedule
4. Download the standard 7 Day of Week Shift Pattern Template or select the number of days for the template. You will also select from filling in shift start times and durations or shift start and end times.
Upload Schedule
Upload the completed file by taking the following steps:
- Go to Calendar - Schedules
- Select Add
- Choose Bulk Upload
- Choose your completed file
- Select Validate Shifts
- Click Process Now once the file has been validated