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Schedules Import (for Staffing Agency) |
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Schedules Import (for Staffing Agency) page will be available only if Staffing Agency module is enabled. The window is intended for importing employees' schedule from an Excel file (.xls or .xlsx). This import template requires having all shifts pre-defined in the program, and also supports importing department for each scheduled day. Moreover it supports importing division, bill rate and wage of employees.
To import the file, you should do the following:
- Choose the import file by clicking on the Browse button.
- From the Choose Sheets table check those excel sheets, which should be imported.
- Check Skip error and continue option in the bottom of page if you want to continue importing even if some errors with some schedules are found. In that case all schedules without errors will be imported, but those with errors will not be imported.
- Click on Start button.
Click here to read the description of fields of schedule import template.
- In "Customer ID" field should be entered division's code (is imported into employee's division tab)
- In "Customer" field should be entered division's name (is not imported)
- In "Department ID" field should be entered department's code (is imported into employee's schedule)
- In "Department Name" field should be entered department's name (is not imported)
- In "Employee ID" field should be entered employee's code (used for identifying employee)
- In "First Name" field should be entered employee's first name (is not imported)
- In "Last Name" field should be entered employee's last name (is not imported)
- In "Bill Rate" field should be entered employee's bill rate (is imported into employee's wage)
- In "Pay Rate" field should be entered employee's wage amount (is imported into employee's wage)
- Badge No is not being imported
- Employment Status is not being imported
- Pending Employment is not being imported
- In "Effective Date" field enter the date of schedule (is used for importing schedule)
- In "Schedules" field enter the name of shift group (is imported into employee's schedule)
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