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As an Admin, how do I bulk update a Roster/Shift Board in Asanify

This article outlines how you can bulk update the shift assignments for all the employees at once in Asanify

V
Written by Vaibhav Kashyap
Updated this week

Step 1 - Navigate to Attendance Policies

Login as an Admin, click on Policies under Attendance tab in left navigation menu.

Here you will see all the different attendance policies configured for your company.

Step 2 - Navigate to Shift Board

Click on the Manage Roster icon on any flexible shift policy. The roster can only be configured for flexible shift attendance policies as of now.

Step 3 - Download Roster Template

Click on Bulk Import and Download Template button to download a CSV file containing the shift details of all the employees in the attendance policy.

Step 4 - Bulk Import

Click on Bulk Import button on the Shift Board/Roster in Asanify. Click on Start Upload. Select the Roster file and upload.

Step 5 - Assign Shifts

Click on Next

Click on the Shift to select any other shift from the policy.

You can do this for each employee, for each date.

After all the changes, click on Submit and the Shift Board will be updated.

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