Import your spreadsheet

Already plan shifts in Excel or another spreadsheet? Upload it, and ScheduleSolve sets up your people, areas, shifts and time off from it.

Upload the file

1. On the start screen, choose Upload your spreadsheet. Later, you can also upload from the People page.
2. Pick the file. ScheduleSolve reads Excel workbooks (.xlsx) and CSV files, up to 10 MB.
3. Wait a few seconds while it reads.

An old Excel file (.xls) or a file with macros (.xlsm) cannot be read. Open it and use File → Save As → Excel Workbook (.xlsx), then upload it again. Remove any password first.

What ScheduleSolve reads

• The row of dates and the column of names, on each tab. A tab for each period works, and so do many weeks side by side.
• Each code in the cells, such as K/E or V, and marks after codes, such as * or ?.
• Your legend, for example "V = vacation", and times, such as "07:00-15:00 = 1".
• Colours, notes in cells, and small raised numbers that give a start time.
• Counter rows under the grid. If a count does not match the cells, the summary tells you where.

Codes are yours: ScheduleSolve never assumes what a code means. It guesses from your legend and from how the code is used, and you confirm.

Answer the questions

Each question is one screen, and most take one tap:

• Codes: is it an area, a shift, time off, a day off, or something else? Give it a name.
• Marks and colours: what a * after a code, or a yellow fill, means.
• Names in notes: link each name to the person, remove it, or keep the text. A name that is nobody in your sheet is removed unless you keep it.
• Habits: who works which weekends, each person's home area and usual days, and how many people each area needs. Press Yes, or Change.

You can skip a question and come back to it from the result.

Create your schedule

The result page shows what will be made: people, areas, shifts, time off types and rules. People already in ScheduleSolve are matched by name; choose whether to keep their details or use the sheet's. Press Create them. Everything is made at once, and History records it. Notes from your cells become notes on that person's day, which only managers see.

Your file is deleted after you create your schedule, or after 7 days.