Importing schedules via CSV in Workforce TNA is a powerful way to quickly build rosters for multiple employees. This method is especially useful when replicating shift patterns or managing large teams. Follow the steps below to create and import your schedule efficiently.
Step-by-Step Guide
Step 1: Load the Department
Go to Scheduling > Scheduling.
Select the pay period and department you want to work on.
Step 2: Add Initial Shifts
*optional – is helpful to copy/paste daily rule names
Add shifts for at least one employee manually.
This helps generate a template with correct formatting and system-recognised names.
Step 3: Export the Template
Click Print.
Select Export to CSV.
Save the file to your computer.
✅ This CSV file will include employee names, daily rules, and shift times.
Step 4: Edit the CSV File
Open the CSV file in Excel or another spreadsheet editor.
Copy and paste shifts for other employees as needed.
Ensure:
Employee names match exactly.
Daily rules are spelled and formatted correctly.
Shift times are in the correct format.
⚠️ Incorrect names or rules will cause import errors. Make sure these match exactly with what's in the system.