How to Edit or Delete Schedule Pattern Assignments for Multiple Employees in Bulk

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    Introduction

    This video explains how to edit or delete schedule pattern assignments in bulk for multiple employees using the Bulk Assign Attendance Data feature in Staffinc Suite.
    By following this process, admins and HR teams can efficiently update work schedules while ensuring existing attendance, leave, and dispute data remain accurate and protected.

    Step-by-Step Guide

    1. Log in to Staffinc Suite
      Access the Staffinc Suite using your admin or authorized account.
    2. Open Employee Details and Export the Bulk Assign Attendance Data Template
      • Navigate to Employee Details
      • Export the Bulk Assign Attendance Data template, which will be used to manage schedule pattern assignments in bulk.
    3. Edit a Schedule Pattern Assignment in the Template
      • In the template file, locate the employee you want to update.
      • Example: Change the schedule pattern for Employee ABC from Pattern A to Pattern B.
    4. Delete a Schedule Pattern Assignment in the Template
      • In the same template, locate the employee whose schedule pattern should be removed.
      • Example: Delete the schedule pattern assignment for Employee DEF.
    5. Upload the Updated Template
      Upload the edited template back into Staffinc Suite to apply the changes.
    6. Verify Edited Schedule Patterns
      • Open the Employee’s Schedule page.
      • For edited schedule patterns (A → B), the new schedule will only appear starting D+1 (H+1) after the edit date.
    7. Verify Deleted Schedule Patterns
      • Open the Employee’s Schedule page.
      • For deleted schedule patterns, schedules will be removed starting from D-Day of the edit onward.

    Important Rules & Key Points

    Editing Schedule Pattern Assignments

    • When a schedule pattern is edited (e.g., Pattern A → Pattern B):
      • The change only applies starting from D+1 (the day after the edit).
      • Any existing leave requests (approved or pending) remain unchanged and are not removed.

    Deleting Schedule Pattern Assignments

    • When a schedule pattern assignment is deleted:
      • Schedules are removed starting from D-Day of the edit and onward.
      • Schedules cannot be deleted if they:
        • Already have check-in data, or
        • Have approved or pending leave, or
        • Have an approved or pending dispute request.

    Closing & Benefits

    By using the bulk schedule pattern edit and delete feature, you can:

    • Save time managing schedules for large numbers of employees
    • Prevent accidental data loss for attendance, leave, and disputes
    • Ensure schedule changes are applied consistently and correctly

    Watching the video and applying this feature will help you maintain accurate workforce scheduling while keeping historical attendance data intact.