How to Assign Schedule Pattern to Employees

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    In this guide, you’ll learn how to assign schedule patterns to multiple employees in the Staffinc Suite application using the bulk upload process. We’ll start from the Employee Database page, export a template, import it to assign schedule patterns, and then view the assigned pattern in the Employee Details page under the Attendance BETA section. The system will also automatically generate schedules for the employees based on the assigned schedule pattern.

    1. Start on the Employee Database Page: On the Employee Database page, view the list of employees.
    2. Locate the Import Button: Click the "Import" button to start assigning schedule patterns in bulk.
    3. Open the Dropdown Menu: After clicking the "Import" button, the dropdown menu appears.
    4. Select Assign Attendance Data: From the dropdown, select "Assign Attendance Data" to begin the bulk assignment process for schedule patterns.

    Export the Template

    1. Access the Assign Attendance Data Modal: You’re now on the Assign Attendance Data modal.
    2. Locate the Export Template CTA: Click the "Export Template" to export a template for assigning schedule patterns.
    3. Open the Email Modal: The email modal appears after clicking the "Export Template".
    4. Locate the Email Field: Locate the "Email" field to enter your email address.
    5. Enter Your Email Address: Enter your email address, such as "user@example.com," to receive the exported template.
    6. Export the Template: Click the "Begin Export" button to start the export process.
    7. Wait for the Export Process: The system is now exporting the template in the background. Wait for the process to complete.
    8. Confirm Export Success: Upon successful completion, you'll receive a confirmation message: "Exported data sent to email. Check your inbox periodically."
    9. Handle Export Errors (If Applicable): If you encounter any errors during the export process, such as "Maximum attempt exceeded," wait for the specified time (e.g., 5 minutes) before trying again.

    Fill Out the Template

    1. Review the Exported Template: The exported template will have specific guidelines for filling out the data. You only need to fill in the Employee ID, Schedule Pattern Action, and Schedule Pattern ID.
    2. Fill the Schedule Pattern Columns: In the Schedule Pattern Action and Schedule Pattern ID columns, enter the desired value for each employee.
    3. Prepare the Filled Template: Once you've filled out the template, the imported values will overwrite the existing data in the client portal. The completed template should be uploaded in CSV format.

    Import the Filled Template

    1. Locate the Import File Section: Return to the Staffinc Suite and locate the "Import File" section on the Import File popup. You can either click on the upload area or drag and drop your filled template file into the designated space.
    2. Select the Filled Template: Once your file is selected, click the "Import File" button to begin the upload process.
    3. Wait for the Import Process: The system is now importing and validating the CSV file. Wait for the process to complete.
    4. View the Upload Result: Success! All schedule patterns were assigned successfully. The "Download Failed Data" button is disabled as there are no errors.

    Confirm the Assignment

    1. Return to the Employee Database Page: Back on the Employee Database page.

    View the Assigned Schedule Pattern

    1. Locate the Employee: To view the assigned schedule pattern, locate Aditya Saputra in the employee list.
    2. Go to Employee Details: Click "View Details" on Aditya Saputra’s name to go to the Employee Details page.
    3. Access the Employee Details Page: You’re now on the Employee Details page for Aditya Saputra.
    4. Locate the Attendance BETA Section: Locate the "Attendance BETA" section.
    5. View Attendance Data: Click the "Attendance BETA" section to view Aditya Saputra’s assigned schedule pattern.
    6. See the Assigned Pattern: The assigned schedule pattern, "Standard Week Shift," is now visible in the Attendance BETA section.
    7. Understand Automatic Schedule Generation: After being successfully assigned, the system will automatically generate schedules for Aditya Saputra according to the configuration of the assigned schedule pattern. You can view them over at Employee's Schedule page.