Importing Shift Schedules

Oct 30, 2019

HRStop makes it easy for admins to assign or update employee shifts in bulk using the Import Shift Schedule feature. This allows shift changes to be managed efficiently using a standard CSV format—saving time and effort when working with large teams.

You can also refer to our detailed guide on Bulk Upload Shifts for additional information.

Steps to Import a Shift Schedule:

  1. Go to: Control Panel -> Attendance
  2. Click on "Shift Card"
    • Located in the page navigation bar.
  3. Click the Dropdown Next to "Assign Shift"
    • Select the option "Import Shift Schedule".
  4. Download Sample CSV File
    • Click on Download Sample CSV File Format (below the Date Format section).
    • The sample includes three columns:
      • Preshift Code (previously assigned shift)
      • Shift Code (new shift to be assigned)
      • Effective From (date when the new shift begins)
  5. Edit the CSV File
    • Update the file with correct employee email addresses, employee codes, and shift codes as per your system.
  6. Upload the File
    • Upload the updated file in the Upload File field.
  7. Select the Date Format
    • Choose the correct format that matches the uploaded file.
  8. Review and Upload
    • Click Review and Upload to verify the data.
    • You may also use the Upload option from the dropdown to skip the preview.
  9. Match Fields (Field Mapping)
    • In the preview section, map the CSV fields to the system fields using dropdowns.
  10. Preview the Data
    • Click on Preview to review uploaded shift details.
  11. Upload the Schedule
    • Click the Upload button at the bottom of the page.

=> Once uploaded, shifts will be assigned or updated immediately. A confirmation message will be shown on successful upload.