The Import Employee Schedule task allows the Schedule Manager and or Site Manager to upload the required site schedule / roster. If the Site has been pattern locked the Schedule Manager and or Site Manager may select to autogenerate the creation of a site schedule / roster for 3 / 6 /12 Months.
Animation: In this animation we Import an Employee Schedule for the newly captured customer site.
- Browse the process group and select Employee Schedule, then select Import Employee Schedule
- The Import Employee Schedule process allows you to import your monthly Employee Schedule.
- First select the Year (current year will be set as a default), then Month of the schedule you are uploading. Select your Customer and Site the schedule is applicable for.
- Note the From and To Dates as you select the customer and site.
- Select the Add button to attach your Excel Schedule (.xlsx).
- Auto Generate check box is selected by default when a Customer Site is pattern locked.
- Period, this is the length of time the uploaded roster will be automatically generated for, including the current month.
- Compare Date is for the date range for comparing the shifts stored vs the new shifts.
- Note: You can re-upload the Schedule if needed or if you have made any changes.
- Click Continue, the schedule will import and advise on the schedule changes and highlight conflicts.
- You can check (click on) the Show Complement and Show Shifts boxes to review the complement and the shifts created because of the imported schedule.
- Click Continue.
- Note: If the Imported Schedule has no Validation Issues, the Schedule will be Updated.