Import/Upload templates via CSV | Workforce Management

Import/Upload templates via CSV

Granite Crab

Enable functionality in templates to import from CSV similar to Staffing Timeline - additionally/alternatively allow import from templates of selected week similar to how staffing timeline can be saved as template.

February 2, 2023

Monica Rangel

Merged in a post:

Ability to bulk upload templates

Raspberry Octopus

4 days ago

Monica Rangel

Merged in a post:

Add functionality to export and upload templates as CSV

Tropical Swan

Currently, creating templates is a manual process which requires going to create events on the Staffing Timeline before saving them as a template. However, if we can export and upload templates, it would be pretty useful to handle scenarios where we need to make changes or handle DST changes.

4 days ago

Monica Rangel

Merged in a post:

Template - import schedules into templates via CSV

Ryan Pisuena

I should be able to import a CSV into a template much like I can do with a schedule. I can currently only export a CSV from a template

May 30, 2024

Shelton Wirth

Would like to be able to upload "schedule shells" directly into a template. Currently, the workaround is uploading a schedule into the Staffing Timeline, saving that as a template, and then editing the template from there. Would like to skip the step of uploading to Staffing Timeline and just upload directly into a brand new template. This will help with a monthly/quarterly shift bid process when we are overhauling the entire schedule at once.