Adding a schedule

  1. Importing a schedule using a CSV import file

Importing a schedule using a CSV import file

If you don't already have a schedule template, click here to download.

Here are important things to note whilst creating your schedule

  • Shift id (Not required)
    • Ability to add a custom id for each shift
    • Can only be used if you have 1 row per 1 shift
    • Each shift id should be a unique number
  • Team id (Not required)
    • Ability to add team names to shifts for grouping into teams
    • Can be numbers and/or letters
  • Staff (Not required)
    • Ability to add staff to shifts to import
    • Can use the staff name full name, email or staff id. It does have to match exactly.
    • Note: This will not automatically send out a confirmation email. This will need to be send using 'With selected > Send confirmation email' in locations/shifts
  • Venue (Required)
    • If using the Internal venue database, this must match the name of the venue exactly
    • If importing without using the internal venue database please specify the venue name
  • Address (Required if not using internal venue database)
    • Enter the full address of the venue including a postcode
    • Incorrect venue address can lead addresses not being geocoded and therefore issues with staff not finding the venue and not being able to checkin/out
  • Notes (Not required)
    • Add notes here for staff that relate to the shift or venue that would be of importance for their shift at that location.
  • Date (Required)
    • Date to be entered as dd-mm-yy or dd/mm/yyyy
  • Role (Required)
    • Use the role 'Short Name' found in Settings > Staff options > Staff roles > Edit
  • Qty (Required)
    • Enter the quantity of this role
    • If you are adding a shift id and/or a staff name this will always be '1'
  • Currency (Required)
    • Enter your curreny as the 3 digit curreny code (GBP, EUR)
  • Rate (Required)
    • Enter the role rate as numbers only
    • To use the default role rates in the system add a '#' to this column. Default rates are added:
      • Via settings as global role rates. See: Staff roles
      • At campaign level to override the global role rate for that campaign only. See: Campaign actions
  • Subs (Required)
    • Enter the subs as numbers only.
    • Enter a '0' if there is no sub amount.
  • Expenses (Required)
    • Enter 'Max Expenses' allowed. If staff are to claim expenses you must enter an amount higher than zero for them to be able to claim. They can claim higher than the amount you enter as it is just a guide for them.
    • Enter '0' or leave blank if staff are not allowed to claim expenses
  • Bonus (Required)
    • Enter the subs as numbers only.
    • Enter as '0' if there is no bonus amount.
  • Fines (Required)
    • ​​​​​​​Enter the fine as numbers only.
    • Enter as '0' if there is no fine amount.
  • Shift start (Required)
    • ​​​​​​​Enter start time in format hh:mm or hh:mm:ss
  • Shift stop (Required)
    • ​​​​​​​Enter finish time in format hh:mm or hh:mm:ss
  • Shift break (Not required)
    • ​​​​​​​If you are giving a break and want to let them know or just add it to the system add a number in here for the amount of minutes.
    • Leave blank if a break is no given.
  • Shift break paid (Not required)
    • ​​​​​​​Enter the number of minutes of the break that is paid.
    • Leave blank for a break that is not paid.

Once you have your schedule CSV file ready:

  • Go to 'Campaigns > Find your campaign > Actions > Edit schedule'.
  • Then click on 'Import' in the top right.
  • Click on 'Choose file' next to CSV File and select your file and press Open.
  • All the column will auto match with the corresponding dropdowns.
  • Click 'Submit' and your schedule is ready.