Import Roster Function from User Duty Planner to Assign Leave and Change Schedule Number for Specific User via Ingress / TCMS V3

Introduction

In the previous article, we have shared about how to import roster from Excel or text file for a group rosters. However, in this article, we will guide users on how to import roster data from a user duty planner.

The difference between Group Roster and User Duty Planner:

1) Group Roster refers to all users assigned in the roster. So, if you changed the Day Type from “Workday” to “Rest Day”, it will affect all users in the same roster.

2) User Duty Planner is an option to change the roster settings for selected users. So, if you want to change the “Day Type” and “Assign Leave” for the selected user, it will not affect other users on the same roster number.

Steps and Procedures:

1.    User must list down all the changes in the Excel data like in the following sample of the file.

2.    To assign leave for a user, insert a specific field exactly like in the picture above.

3.    To import the Excel data, click Attendance > User Duty Planner > Import roster file > Browse the file > Import

Note: Make sure to close the opened Excel file first before you browse another Excel file.

4. You need to generate the Attendance Sheet by clicking on the “Import” button in order to make sure that the changes made in the User Duty Planner take effect.

The following image shows the result of the process that has been completed.

Note: If any of the screenshots or steps in this manual are different from the current system, it is due to our continuous effort to improve our system from time to time. Please notify us at info@timeteccloud.com. We will update it as soon as possible.

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