Create Bulk Rosters Using Template

Too many things on hand and you still need to create your staff roster?

Worry no more, Carbonate HR app will assist you to create the roster for all of your staff at once.

Carbonate HR app has a smart roster system that blocks the off days, public holidays, and leaves on the roster so that there will be no mistakes.

Carbonate HR app also cross verifies against the staff attendance and generates a report of staff roster.

The process is very simple. Let's see how to create bulk rosters using a template.

At first please log in to Carbonate and go to the roster module.

Step 1:

Click on Rostering on the left-side menu.

Step 2:

Click on Select Import Option and click on Import Rosters.

Step 3:

Click on the Download to download the sample file.

Step 4

Open the downloaded file and delete the sample data in the file and update the file with actual data.

Step 5

Save the update file in .csv (comma delimited) format.

Step 6:

Repeat step 1.

Step 7

Repeat step 2.

Step 8

Click on Attach CSV button and select the saved file of rosters on your computer to create rosters in bulk on Carbonate.

Step 9:

And you will have all the rosters created for you nicely.

Watch a video about how to import roster template file.

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