Export templates – Custom shifts CSV

Extracting custom shift data

Custom Shift CSVs allow you to download information on the various version of a shift as it moves from being scheduled to being authorized. To set up custom shift CSV templates, go to Settings > Export templates, and click Create new.

  1. Name the template – ideally, a name that describes what kind of data your Export template will be filtering (e.g. Rostered vs. Recorded Rounded vs. Authorised)
  2. Select Custom Shifts CSV from the dropdown, then click Next
  3. You’ll now need to select the fields containing the information to be included when using this template to export data. Your options fall under the following categories

Latest published
Select from the latest published instance ID, instance type, instance label, store ID, roleID, store name, role name, start date, end date, start, end, break start, break end, break length, actual hours, billable hours, cost, published date, and published ID.

Unrounded (raw) clock in or out
Select from the raw instance ID, start, end, break start, break end, break length, actual hours, clock-in method, clock-in success, clock-in detail, clock-out method, clock-out success, and clock-out detail

Rounded clock in or out
Select from rounded instance ID, start, end, break start, break end, break length and actual hours.

Latest pre-authorised
Select from the latest pre-authorised instance ID, instance type, instance label, store ID, role ID, store name, role name, start date, end date, start, end, break start, break end, break length, actual hours, date and ID.

Latest authorised
Select from the latest authorised instance ID, instance type, instance label, store ID, role ID, store name, role name, start date, end date, start, end, break start, break end, break length, actual hours, billable hours, cost, date and ID.

Other
You can also select pay schedule ID, pay schedule name, pay cycle ID (internal), pay cycle start date, pay cycle end date, staff ID, staff full name, staff first name, staff last name, staff mobile, condition set ID, staff primary store ID, staff primary role ID, staff primary store name, staff primary role name, staff comment, manager comment, published date and published ID.

Once you’ve selected the fields you want to be included in this template, you’ll be able to see a preview of how your template will be laid out at the bottom of the page. You can click and drag columns to change the order in which the information is displayed. Once you’re happy with the fields you’ve included, and the order they’re presented in, click Save.

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Export templates – Custom shifts CSV
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