This guide will walk you through the process of uploading a file containing Staff Shift data into our drag-and-drop area using a .CSV, .XLS, or .XLXS file. This feature is primarily used for new users who are just signing up and have not yet set up a QR code with Votive. Please follow the steps carefully to ensure a smooth upload process.
For a template of what you should enter for shift data, please see this article.
Step 1: Accessing the Drag-and-Drop Area
1. Log in to your Votive account.
2. Navigate to the PBJ > Upload section in the main menu.
3. If you have access to more than one facility, please ensure you have the correct facility selected from the facility drop-down.
4. Click the blue 'Upload Files' link to show the drag and drop area.
5. You will see a designated drag-and-drop area for uploading your file, including the formats accepted.
* Click to enlarge
Step 2: Verifying Your Data
Once your file is uploaded, it will show up under the 'UNAPPROVED' section of the dropdown.
Once the data has parsed, you can see if anything in the file looks incorrect. You will be notified of any issues our system caught by clicking on the yellow or red highlighted number, and an explanation of any issues will be explained.
* Click to expand
If you have issues and need to correct them, you can either fix the file itself or do it directly from votive after uploading the file. our system will filter out duplicates if you upload the same file more than once. If you were to upload a file with issues, and it imported half of the file and then you uploaded the same, corrected file, it would only add the new corrected ones. This means you can safely upload the same file multiple times, and never have to worry about creating duplicates. However, if you upload files with no payroll_id field, Votive will create this for you to avoid duplicates. If someone were to change this payroll_id in any future uploads, it will make a duplicate that has to be merged.
Checking errors
If the data contains any issues caught by our system, You can view them by clicking the 'Errors' column containing the number of issues. If the number contains red, none of the file was uploaded, and corrections will need to be made. If the file contains yellow, only the yellow issues are affected, and you can correct these issues and re-upload the file. Examples of what these errors might look like are demonstrated below.
