Navigation
To begin, you will need to access the staff import tool from the HosPortal dashboard.
From the main menu, navigate to the Staff section.
In the top right-hand corner of the screen, select the Import button.
This will take you to the Staff Import page.
Preparing Your Template
Before you can upload, you need to prepare your roster template spreadsheet with the required data.
On the Staff Import page, you will see a link to download the hosportal_user_template.xlsx file. Use this as a guide for formatting your data, but note that the bulk add process for rosters requires specific information.
Fill in your template with the details of the shifts you wish to add.
Save the completed spreadsheet in a location you can easily access.
Note: Ensure your data is accurate before uploading. Incorrect data can cause errors or issues with the roster.
Uploading the Roster Template
Once your template spreadsheet is ready, you can upload it to the system and populate the roster.
Select the Template type you are using for the upload.
Select the Roster group you want to add the shifts to.
Select the required Days of the week and Sessions.
By default, Skip holiday is checked. Uncheck this if you wish to include shifts on holidays.
Select the Choose File button and locate your completed spreadsheet.
Select the file and click Open.
A confirmation prompt will appear. Review the details and then click OK.
A success message will appear, and the shifts will be added to the roster.
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