The Workbook tab allows for bulk updating of Rosters in Rosters [NEW].
To find the Workbook tab, go to Admin, Miscellaneous, Data Import, Roster Tab.
Usage
As with other workbook templates, there is one step to export existing data as a template, and then the second step is to import your data into Definitiv.
Export the Workbook
Select a commencement AND cease date.
Select one or more active rosters.
Click Download.
Definitiv will create an export file that you can save to your system and then modify.
Once your data has been modified and saved to your system, you can Import the Workbook.
Import the WorkBook
Drag and drop the file from your computer system onto the drop area or click the Upload Attachment button to select the file from your system.
Workbook data will be validated, and any errors found will be displayed at the bottom of the screen in red
Once data is validated and processed successfully, a message will be displayed at the bottom of the screen in green.
Check that your data has been imported correctly.