The Bulk Upload Schedule feature will allow you to upload a large amount of shift/schedule at a time. This article will show you the process of how to bulk upload shift/schedule.
Pre requisite: You would need to download the template. This template will need to be filled out in order for the schedule/shift upload to succeed. You can download the template by going to the Schedule Page>>Actions>>Upload Shifts>>Download Template as shown on the screenshot below.
The template includes the information below:
- Customer - need to be an exact match in Guardhouse
- Site - need to be an exact match in Guardhouse
- Date - DD/MM/YYYY
- Start Time and End TIme - 00:00
- Meal Break
- End Option
- Service Selection
- Position note
- Short note
- Long note
- Internal note
- Invoice note
- Customer PO#
Once you have the upload template, you can now start uploading the shift/schedule.You can uplaod the template that you created by going to the Schedule Page>>Actions>>Upload Shifts>>Choose Template>>Upload template as shown on the screenshot below.
You can then see the schedule uploaded on the schedule page.
You can now assign the staff for those shifts that you created and published it as needed.