How to assign shifts via excel upload?

Step 1: Click on your name in the top right corner to access your account settings.

Step 2: Click on Admin Settings.

Step 3: From the left-side menu, click on the “Shifts” option.

Step 4: To create a new shift by clicking on create shifts, enter all the mandatory details and save the created shift.

Note:

• The maximum characters for shift code is 5 characters.
• A day split marks the start of a defined workday for a particular shift. It begins before the official shift-start time, based on your configured requirements.

Example: Shift configuration:

Shift scheduled: 08:00 AM – 04:00 PM

Day split threshold: 03:00 AM****

Step 5: Click on Schedule.

Step 6: Click on the dropdown arrow next to publish.

Step 7: Click on bulk upload.

Note: Read all the instruction's on the pop up and click on next.

Step 8: Download the CSV sample template.

Step 9: Enter the email Id in the template and in the days column enter the shift code (which was mentioned while creating the shift mentioned in Step 4) correspondingly.

Step 10: Upload the saved CSV file.

Step 11: Add the From and To date as required.

Step 12: We do also have an option of recur forever i.e., this is will be a one time activity and it recurs till next FY year.

Step 13: To Overview the uploaded CSV file, Please navigate to Overview section but please note once uploaded the entries will be visible in the following day.

How to use shifts overview

How to schedule recurring shifts ?

Shift Data Integration Across Widgets

Updated on: 09/12/2025