Adding new employees can be a hassle and ShiftPlanning intends to remove some of the stress and save you time by simplifying your account setup process. ShiftPlanning allows you to import staff information to your account, enabling you to add staff in bulk as opposed to one at a time. When you click on the ‘Staff’ tab, you will be able to click on ‘Add Employees’ located under ‘Actions’ on the left-hand side. Here you will be given the option to manually add a single employee’s information, or alternatively, click on the link ‘.csv File’ under ‘Import Employees From’.
ShiftPlanning tries to match your field names against our support field types:
email, wage, name, first name, last name, nick name, cell phone, home phone, address, city, state, zip, notes.
When your .csv file is in the correct format, click on ‘Choose File’ and select the desired file to import.
For any matches that ShiftPlanning cannot automatically make, we will allow you to choose in a select box the appropriate matching field. For example, we accept ‘cell phone’ and your .CSV field name might be ‘mobile phone’. Just select the two to match them. Once you have done this for all your fields, click ‘Add Employees’ and ShiftPlanning will collect the right data based on the field matches.
Below is a video tutorial that will show you the step-by-step process for adding employees to the ShiftPlanning application.
We hope this action saves you time and effort!