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Uploading Shifts From File

 

Rules & tips for uploading a file of shifts

Upload file must be csv format- from Excel you can export your file in csv format, and while not required we recommend it have a header row to more easily match fields.  See bottom of this page for specific fields and formats allowed.

If open the “Upload Shifts” page while filtered on a Position or Category, this will be ignored when you upload, and all shifts in the file for all Positions & Categories will be attempted to be uploaded from the file.  

Uploading is done one week at a time. If you need same schedule each week you can upload from file once, then use our ‘Import’ feature to copy schedule into future weeks as needed.

Shifts in the file with dates outside that week will be skipped. If your file contains data from multiple weeks, just use the ‘Upload’ feature on each week separately using the same file each time because the process will only pull the shifts from the file for the week on which you are currently navigated.  You can also edit your file to change your Date field to be instead Day of Week.

While not required, can use double quotes around text entries if prefer. This is recommended if field may ever have commas or special characters (like in shift description or position fields).

Special Cases

If assigned shift in upload file overlaps an already existing shift in the schedule week for that same employee, or overlaps their already approved Time Off, then uploaded shift will be created as unassigned.

When assigned shift uploaded from file, there is no consideration given for if assigned shift overlaps preferences like ‘cannot work’ or if employee not currently set to work assigned position.  So we recommend always using ‘Analyze Shifts’ after upload to check for such possible conflicts.

Required fields

Must include “position name” and must match exactly the Position name in your account.  The only exception to this is if you know the “position ID” number from within your account and prefer to upload using this position field instead (note “position ID” is a number generated by WhenToWork for the different Positions you added in account).  If both fields populated, only the “position ID” field will be used.

Either “date” or “day of week” must be provided, and if both provided only the “date” field will be used.  The “date” field must be in mm/dd/yyyy format.  The “day of week” can be day names or abbreviations (Monday, Mon, M, etc ) or can be numerical from 0-6 with 0 being the first day of your schedule week. (i.e, if START DAY is Wednesday, then use numeric 0 to add shift on Wednesday, 1 for Thursday, etc.)

Both “start time” and “end time” fields are required and can be entered in a variety of time formats (2:30p, 2:30 PM, 1430, 14:30)

Optional fields

If no “employee name” or “employee ID” given, the shift will be created as an Unassigned shift. 

If provided, “employee name” or “employee ID” must match exactly as listed in the account otherwise the shift will not be uploaded.  If both fields provided, only “employee ID” field will be used.  If employee referenced is deleted employee or not listed in account, shift will be created as an Unassigned shift.

The numerical “duration” field is optional, and if provided will be the ‘paid work hours’ for the shift created.  If no “duration” field given the duration of shift will be auto-calculated as difference of start & end time.

The “category” field is optional, but if provided must match an existing Category name or Category abbreviation exactly, otherwise shift will not be uploaded. 

The “color” field is optional and is a numerical value 0-16 representing the following codes:  0=black, 1=brown, 2=blue, 3=fuchsia, 4=gray, 5=green, 6=navy, 7=orange, 8=purple, 9=red, 10=turquoise, 11=lavender, 12=lime, 13=salmon, 14=gold, 15=aqua, 16=maroon

The “shift description” is optional and may contain up to 1500 characters of plain text, recommended to enclose in double quotes to avoid issues with comma or other special characters being read correctly on upload.

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