Import a Roster from a Spreadsheet

1. 1

   Go to ConsoleAttendanceRosters, choose the site and open Import.

2. 2
   Under Start from a template, download Shifts or People on patterns, and fill it in.
3. 3
   Select Choose a file, or drop the CSV file onto the page, then Check the rows.
4. 4
   Read What would come in: the good rows, the problems and the warnings. Fix the file and check again if you need to.
5. 5
   Select the import button below the rows, such as Import 24 shifts as drafts, then publish from Planner.

Good to Know

• Name people by their email or employee number. A row with no one named makes an open shift.
• With a template named, its times are used when start and end are blank. New times with no template make one.
• Nothing is imported until you say so.

If Something Goes Wrong

• A row isn't recognised. The email or employee number doesn't match anyone at this site. Check it in People.
• The file is too big. Split it and import it in parts.
• You don't see Import. Importing needs the right to manage attendance at the site.