Prospr uses the field “Employee ID” to map shifts to team members through this method. If you intend to assign shifts during your upload, you will need to ensure that your users have an “Employee ID” set on their profile (Settings > Users > “User ID” under PROSPR Account).
1) In the Prospr Web App, head to "Scheduling" > "Planner."
2) Open your Scheduling Toolbox, which is the circular "Magic Wand" icon on the right side of your screen.
3) Scroll down and click on "Upload Schedule" under Bulk Upload.
4) A new menu will appear.
5) Download the Custom Template to start building your schedule in Excel. Create shifts across Locations, assign to individual team members or opt for auto assignment.
Please ensure that you are using the Prospr-provided template for this process or you will not be able to create your Schedule through an upload.
6) Drag and drop, or click to select the Schedule file you've just created.
7) If there are errors in your submission, you will receive a summary of which columns/rows need to be addressed. You can also download a summary of all errors.
8) Once you have addressed all errors, click the "Start Over" button in the lower left to try again.
9) When your file is correct click "Create Shifts!"
10) You will then receive a final summary of all created shifts.
11) You're done! You've successfully uploaded shifts through the Bulk Upload option in Prospr!