Uploading Shifts without a Shift Template

Alasdair MacNeill
Alasdair MacNeill
  • Updated

Overview

The Working Schedule is a daily/weekly/monthly calendar allowing users with the correct permissions to view and manage shifts for their employees. 
If you want to upload shifts in bulk for their employees without having to create Shift Templates, this article explains the process to follow.

 

Permissions

To make use of this section, you will need the Manage T&A Working Schedules permission.

Uploading Shifts without a Shift Template

To complete this process, you will need to use the Bulk Upload template feature of the Working Schedule. This can be found from Time & Attendance in the Working Schedule. You will see a 3 dot burger menu from which you can click on Upload schedule to download the template.

Time-Attendance-Talexio (15).jpg

 

When the dialog opens, you will need to click on Download template.

Time-Attendance-Talexio (13).jpg

 

Open the template and insert the following details:

  • Employee - Use the dropdown menu provided to select the relevant employee.
  • Date Columns - To add the shift into the relevant dates, select the cell under the column of the date. You will need to add the details of the shift in the format below:

    Shift Details

    Required Input

    Shift Start/End Time

    Cost Centre

    Work Location

    Work Code

    {Shift Start Time}#{Shift End Time}#{Cost Centre Name}#{Work Location Name}#{Work Code}

    Shift Start/End Time

    Cost Centre

    Work Location

    {Shift Start Time}#{Shift End Time}#{Cost Centre Name}#{Work Location Name}#

    Shift Start/End Time

    Cost Centre

    {Shift Start Time}#{Shift End Time}#{Cost Centre Name}##

    Shift Start/End Time

    {Shift Start Time}#{Shift End Time}###

The above table highlights the structure to be followed. Variations of this can be used, however the # must be used even if the detail is not used.

To upload these shifts to the Working Schedule, you will need to save the file and from the Working Schedule, from the 3 dot burger menu where the template was downloaded, you will click on Upload File and select the completed file.

Time-Attendance-Talexio (14).jpg

Shifts which are uploaded this way are created with 0 minutes of unpaid break. If you would like to include an unpaid break, you will need to edit the shift.

Uploads are added into the Working Schedule in an Unpublished state. Therefore once added you need to publish your shifts.

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