How to import shift information with excel
There are two types of shift template available in Workstem Web Portal, one is Workstem’s standard template and the other one is Visual Care Template (For existing Visualcare customers).
Standard template
Step 1:
Click 「Schedule」> 「Overview」> 「Import」and select the Standard Template to download the shift template.
Step 2:
After downloading the shift template, enter the employee shift information. The employee’s name, date, and working time are required.
Step 3:
Click on「Import」> 「Select a file」 to select the path where the template file is imported, and click the "OK" button to import the prepared data into the system.
The system prompts " Successfuliy Uploaded", you can see the imported records under the historical data page. If the imported data is wrong, you can press the "Delete" button to clear the data and import again.
Visual Care Template
If you are using Visual Care software to manage your scheduling, you can select the ‘Visual Care Template’ to import your employees’ shift
Click on「Import」>「Select a file」 to select the path where the template file is imported, and click the "OK" button to import the prepared data into the system.
The system prompts " Successfuliy Uploaded", you can see the imported records under the historical data page. If the imported data is wrong, you can press the "Delete" button to clear the data and import again.