How does importing work for recaps and shifts?
Summary
In this video guide, we’ll walk you through how to import shifts and recap templates directly from the Shift Listing page. You’ll also learn how update an existing recap template using the Import option. This allows you to quickly make changes and apply updates to your recap templates in just a few steps, keeping your shift management process accurate and efficient.
Transcript
To import shifts, click the add shift button on the shift listing page. Click import. Click download template to download the CSV file. Open the CSV file and add data related to shifts which needs to be imported. In this example, we are importing five shifts. Shift name, shift start date and time and total hours have been added in respective columns. A check-in recap template name has been added. This is a required recap because the check-in recap required column is set to yes. Similarly, a checkout recap template name is added and is marked as non-required. A job complete recap template is also added. Required value for this recap is marked as one which means this is a required recap. Midpoint recap template is also added. The required value is marked as zero indicating that this is non-required recap. Let’s save and import this file. Now click import under add shift option. Select CSV file. Click start import button. Click finalize import. on shift listing page. The imported shifts will appear. Open the shift detail page of each imported shift. The recap template added through import will appear in recap templates tab. The required and non-required status of each template also appears in the required column. We can also update the recap template that was previously added in the shift. Let’s update the check and recap template. New template Oakridge Center check-in recap will be used now for all the previously imported shift. Respective shift numbers have been provided in the shift number column where the recap template needs to be updated. Save and import this file. Oakridge center shift 14 is the previously imported shift which is using the check-in recap. After import, this template will be replaced with a new recap template. Select the updated CSV and click start import. Click finalize import button. Open shift details page of each shift. The new updated recap will appear in the recap templates tab for check-in checkpoint.