Manager Schedule Import

Designated access required

This workflow requires separate Manager Schedule import/edit permission. If access is required, discuss it with David first, then notify Anthony so the system access configuration can be updated.

The import replaces the current Manager Schedule only within one continuous 28-day period. Entries outside that period are preserved.

Prepare the workbook

• Use an .xlsx workbook.
• Place the repeating weekly blocks in columns A–H of the selected worksheet.
• Use each Staff member’s exact Staff ID.
• Include all active, non-system Managers and Supervisors expected by the roster.
• Use only OPEN, MID, CLOSE, OFF, OFFICE, or VACATION. A blank cell becomes UNASSIGNED.

The worksheet month helps choose the sheet; it does not define the stored period.

Preview

1. Select the workbook.
2. Select the worksheet/month option.
3. Start preview.
4. Confirm the detected 28-day range and normalized entries.
5. Resolve every blocking error.
6. Review warnings and approved-vacation conflicts.

Select the worksheet month and XLSX workbook, then choose Preview import.

Confirm the import

Explicitly confirm every working-shift conflict with an approved vacation, then submit the import. The server validates the workbook, roster, vacation data, and current 28-day state again. If anything changed after preview, the import may be rejected as stale; run preview again.

The import is atomic: either the entire 28-day replacement succeeds or no partial replacement is stored.