Export shifts

Exporting shift lists (both booked and not booked)

You can export a list of booked and not booked shifts from the following pages:

• Jobs > View jobs > Shifts
  • Download a list of shifts for a specific job
  • You can export from these tabs
    
    • By location
    • By dates 
    • By staff
• Jobs > Completed
  • Download a list of shifts across all completed jobs
• Jobs > All
  • Download a list of shifts across all jobs

Before you start your export:

• Apply any filters you require at the top of the page
• Select the shifts in the list your wish to export
  • Select all shifts by ticking this checkbox next to With selected to select all the shifts on the page:
    
  • Select certain shifts by using the checkboxes next to the venues, dates and individual shifts:
    • By selecting a venue you will select all dates and shifts under that venue
    • By selecting a date you will select all shifts under that date
    • By selecting a shift you can select individual shifts
  • The same rules apply to the By date and By staff tabs

To export the shifts:

• For Jobs > View jobs > Shifts
  • ​​​​​​​Go to With selected > Export
    
  • For Jobs > Completed
    • ​​​​​​​​​​​​​​Go to With selected > Export
      
  • For Jobs > All
    • ​​​​​​​​​​​​​​Go to With selected > Export
      
• You will now be presented with this this dialogue
  
• At the top it will show you the roles and shifts within the list to export
  
• You then select which fields to export in the CSV:
  
  • You can individually double-click on each field item to move them between columns and chose your Chosen fields
  • Use the right-pointing arrow in the left Choose fields column to add to the right Chosen fields column
  • Use the left-pointing arrow in the right Chosen fields to remove all fields back to the left Choose fields column
  • Drag and drop the chosen fields list into the correct order
• Click on OK to download the shifts list

If you need to repetitively download this same format

• Create your list as detailed above
• Click on the Save button
  
• Give your template a name
  
• Press OK
• The template will now appear on the left so that next time you can click on this link to generate the field list
  
• To delete a template mouse over the template name and click on the cross button to the left
  ​​​​​​​

What attributes are available when exporting shifts

The following shift attributes are available:

• Numeric ID
• Client
• Campaign
• Campaign code
• Campaign PO number
• Location
• Date
• Day of Week
• Role
• Rate
• Rate type
• Max expenses
• Expenses
• Per Diems
• Additional
• Fines
• Total
• Start Time
• End Time
• Total hours
• Break
• Break Paid
• Team ID
• Staff ID
• First Name
• Last Name
• Staff status
• Booked by
• Booking Status
• Dietary requirements
• Address
• DOB
• Mobile
• Email
• Gender
• Nationality
• Payroll Number
• NI number
• Name on account
• Bank name
• Bank Sort no
• Bank account no
• Size attributes
• Agency
• Attendance date
• Attendance day
• Check in date
• Check In time
• Check in distance to job location
• Check in time difference to shift start time
• Check out date
• Check out time
• Check out distance to job location
• Check out time difference to shift start time
• Shift notes
  • Only available in Completed and All
• Evaluation notes
  • Only available in Completed and All
• Evaluation reasons
  • Only available in Completed and All
• Signed off
  • Only available in Completed and All
• Payroll signoff
  • Only available in Completed and All
• Shift ID
  • Only available in Completed and All