>>Settings > Bulk Data > Import/Export > Scheduled Events

Learn how to prepare upload files and import historical and future scheduled working events.

In the Schedule Events section, choose <Import> in the dropdown list box.  You will see a link to Get a sample template.

PREPARING THE UPLOAD FILE

When filling up the template, be mindful of the following.

• ZipID / Employee ID - must include EITHER the ZipID OR the Employee ID
• Activity Type - an activity type you want to use must first exist in Activities
  • TIP: best to copy-paste activity name from the list to avoid upload errors on wrong spelling, even wrong capitalization
• Branch - a branch you want to use must exist in Branches 
  • TIP: best to copy-paste activity name from the list to avoid upload errors on wrong spelling, even wrong capitalization
• Holiday Type - If the event took place during:
  
  • Holiday - work done during regular holiday
  • Rest day - work done during rest day
  • Special holiday - work done during special holiday
  • Rest day & Special holiday - work done during rest day and at the same time special holiday
  • Rest day & Holiday - work done during rest day and at the same time regular holiday
  • Double holiday - work during double holiday
  • Double holiday & Rest - work done during double holiday and at the same time rest day
• Start / End Date - the date where the Working Events should apply
  • Date formats - file should display YYYY-MM-DD
  • TIP: Excel default is to display in dd-mm-yy.  Edit formatting in Excel before upload by going to Format >Format Cells... > Number > Category: Date > Type: YYYY-MM-DD
    
• Scheduled Start / End - the standard, regular, or the Working shift hours of the event
  • Time formats - military time displayed as HH:MM
• Core Start First / Last - see here What is Core Hours? Leave this blank if not applicable
• Break Start / End - the break times of Working events
• Check-in/out  - the actual attendance of historical Working events
• Break  Check-in/out - the actual break times of historical Working events, leave blank if not applicable
• Tardy - enter here the tardy count, if there's any
• Absent - input here the absence count, if there's any (Example: 1.0 = 1 day)
  Note: If you will upload historical events, make sure you also include the absences of employees. We can put here up to 3 decimals.
• File format - be sure to use the required file format (XLSX).  You may not see the file you made if it is not in the correct file format

IMPORTING THE FILE

Once you're done formatting the template, double-check it before importing!

To import, just go back to where you get the template then choose <Import> in the dropdown.

Browse your file. Click <IMPORT> once you're ready!

A notification will appear on your screen if it is.

• Success! Meaning you have successfully added the Scheduled Events in the system.
• Failed/Rejected. The system will reject your file when there is an error. Don't panic as ZipHR will also show the errors in the file on your screen and will also send you an email. Check your file and amend what's wrong then go ahead and re-import your file.

WARNING: Any existing event that overlaps with an imported event shall be deleted and cannot be recovered.