Bulk Uploads: Timecards
From time to time it may be necessary to add Timecards in bulk to your Shiftboard environment. This article will cover he process for importing Timecard data in bulk to save you time when entering new Timecard information. The first step of this process is acquire a Timecard upload template. The Timecard template is located in the Data Upload section of your Admin Console as seen in the below screenshots.
The first step of this process is acquire a Timecard upload template. The Timecard template is located in the Data Upload section of your Admin Console as seen in the below screenshots.
Note that depending on what tools your site has enabled, you may need to select the 'More' dropdown on the right to locate the Timecard upload section.
Once you have accessed the Timecard upload section you'll find on the right side of the screen two templates that may be used to import Timecard data. The Standard template includes all standard/non custom Timecard fields whereas the Extended version of the template will include that plus any custom fields you may also use on your Timecards.
Just as with Schedule upload templates, you'll note that only a handful of columns/data points are required. Also just like the Schedule templates, any column marked as Optional can be ignored, hidden or removed if desired. Now that you have your template configured, simply fill it in with the Timecard information you'd like uploaded into the system while paying particular attention to the light blue area for each column as formatting samples can be found there.
After completion, return to the Timecard data upload section wherein you'll be able to upload the data for review in your Shiftboard environments Timecard section.
