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****

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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.

Updated on: 03/07/2025