Visit Planner-Bulk Upload
The Visit Planner Bulk Upload in HRBluSky simplifies the process of scheduling client meetings for employees by enabling you to upload data in bulk. This feature is designed to save time and ensure accurate allocation of meetings for efficient planning. Moreover, the following video will explain in detail how to navigate and complete the Visit Planner Bulk Upload process seamlessly.
Notes:
Navigate to “Upload Employee Information” and access the section.
Select “Visit Planner” for the upload option.
Choose the allocation method: “Monthly Allocation” or “Date Allocation.”
Download the Excel template after selecting the desired allocation method.
Fill out the Excel template by assigning employees to client meetings.
Save the completed Excel file on your computer.
Upload the saved file by selecting it in the upload section.
Download and review the processed data after the upload is complete.
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