Shift Pattern Uploads
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.
To download the Days of Week Shift Pattern Template, take the following steps:
- Go to Settings
- Select Data Uploads
- Choose Schedule
- Download the Days of Week Shift Pattern Template:
*ScheduleFlex can support shift pattern durations longer or shorter than 1 week. If you need something other than a 7 day pattern template, reach out to Support and we can create a shift pattern template for you to use.
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
