You can import the roster for all staff at once:
To import data, follow these steps:
1. Go to Settings > Import
2. Select module and roster month to import
3. Download the import template.
4. Enter your data into the Excel file, either manually or by copying and pasting.
Please follow these guidelines:
The file must be in .csv or .xlsx format.
The headers must match exactly with those in the provided template.
5. Upload the completed template to proceed with the import.
6. The template displays all staff names and dates for the selected month.
Enter working sessions and days off, then save the file in .xlsx format.
All dates within the month must be included.
Mark staff holidays by entering "off" or leave it blank in the corresponding cells.
Empty rows or duplicate dates are not allowed.
1. Choose an Action
Add new records only: Only imports brand new items. Existing items are ignored.
Update existing records only: Only updates items already in the system. New items are ignored.
Add new and update existing records: Updates existing items and adds new ones.
Updates to existing records cannot be undone. Please make sure they are correct.
2. Match Records By
Staff Roster: The system looks at the Staff number & Date to check if an item already exists in your database. (Tip: Make sure the information matches exactly to avoid duplicates.).
3. Click Next to proceed.
Review & Import
1. Click Import to complete the process. If there are any rows with errors, you can still choose to proceed and import the correct rows.
2. Or, you can download the error file, correct the errors, and re-upload it.