Get started quickly in SocialSchedules importing your workers. Optionally, as part of the import process, you can choose whether to send workers an invitation to activate their account and connect with your Company.
Import Workers from CSV
Log in as Administrator or Manager with Manage Network access
Network > Bulk Action (...) Import Workers
Import Worker Fields
Download template or Chose File
Mandatory fields
First name and Last name
Optional fields
Employee ID
Email
Phone - phone is required if invitations are to be sent during import
Start time of day - for compliance rules
Daily Hours and Weekly Hours - The maximum Daily and Weekly thresholds to stay within when creating shifts for an employee
Example CSV template
Download a sample import file which can be used as the template for your CSV file.
Important:
All 8 fields in the template must be included in the CSV file, even where no data values are included for optional fields. For example, in the following screenshot, the last 3 fields (Start time of the Day, Daily Hours, Weekly Hours) have no data values, but their place must be represented by a comma.
Import Options
Map fields
Send Invitation to New Employees
As part of the import process, you can choose to send an invitation to new employees. This feature is OFF by default. When enabled, invites will be sent via SMS to any users with a phone number.
Append Country Code To Phone Numbers
This option will append the appropriate Country Code to the phone number during the import process. Ensure this is correctly selected.
Click IMPORT
Import complete
Once the import is completed, you are notified.
Review error log
Click SHOW LOG to reveal contents and the option to copy this to your clipboard for further investigation
Resolve errors and repeat as necessary
Related Article
Manage Workers, including Bulk Worker Invite