Deploy the Schedule Template Upload integration pack see the Deploy Integrations topic.Get the Host, Port, User, and Password for the SFTPServer.Make sure that the schedule template was created.csv extension, the integration adds it.īefore you configure this integration, you must do the following: File Name: ScheduleTemplateUpload_yyyyMMddHHmmss.csv.If any rows are blank, the integration run has errors..Manual shifts are not supported you can use only shift templates.If a day has no shift template, that day is not scheduled.in the cells to build the schedule template. Enter shift templates A shift that has a name and defined segments and attributes, but no date or assigned employee.Day 1 to Day xx: Create a column for each day in the period.Įxample: For a 2-week pay period, create columns for Day 1-14.These records remain in the template but are not rolled out. Example: Enter No, if a rollout does not require all of the open shifts that are in the schedule template. ROLL OUT: Set for granular control over which records to roll out.Validation for active jobs is done during rollout. ORG JOB: Enter only jobs that are active at the location.EMPLOYEE NAME: Enter the employee’s name for ease of identification even though this field is informational only and not used during the rollout..When not specified, the shifts in that row automatically generate open shifts. When specified, the employee is assigned the specified shift jobs. EMPLOYEE ID: Unique identifier for each employee:.Example: Emergency Room.Ĭaution: If any column header is missing, the integration runs fail. Name the file for the relevant work location.Create the schedule template in a spreadsheet.
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