Uploading shift adjustments

Each uploader has its own specific format. You can find this by clicking Download Template (CSV).

This will give you the template you should use for the shift adjustments uploader. If you want to complete the template manually, find this data on the system and fill out the template.

Alternatively, you can go to Reports  Custom reports and look for a report named "Agency name - Bonus / Adjustment uploader". (If you don’t see this report, please speak to your Customer Operations Specialist.)

This report has been created to pull all the data you need, excluding the columns related to the adjustments. Download this report for the relevant week, site, and client—and the template will be automatically filled out for you.

Type

Choose from one of the following options:

Description

This is an open field for the description of the adjustment, to make it easier for you and your colleagues to understand the adjustments made. It can be as simple or complex as you require.

Missed Pay Hours

If using MISSED_PAY_BASIC or MISSED_PAY_OT, you can enter the number of hours missed here. This will calculate the total charge and pay by multiplying by the charge and pay columns.

Charge / Pay

The charge and pay columns are where you enter the numerical values for the adjustment. If using SHIFT_BONUS or OTHER, enter the total amount. If using MISSED_PAY with the Missed Pay Hours column, just enter the hourly rate.

For example:

If you get your adjustments weekly, you can also leave just one line for each worker and add the total value there. This will attach the weekly adjustment value against one shift worked that week.

For example:

If there are workers on the report who don’t have adjustments for that week, just delete them before uploading.

Make sure you save your report in a csv format before trying to upload. Then navigate to the Spreadsheet upload screen and choose Shift adjustments uploader (as above).

If you’ve completed everything correctly, when you upload your file, your screen should resemble the sample below.

It will show "X out of X lines were processed successfully".

And the status on the far right of the line will display as 'Valid' in green.

You can then click Create X items, and it will automatically process all your adjustments.

A message will display that the row(s) have been created successfully.

And you’ll be able to see the adjustment on your Finance screen.

Or on the Shift details screen.

You might get an error message when you try to upload the spreadsheet. Check below to see if you can fix them, and if not please contact JoinedUp Support at JoinedUp Users Portal

Incorrect Type

This is because the 'Type' label is not correct. Make sure you’re using one of the following options, and that the format is in capitals with the underscores:

Incorrect Worker or Shift ID

If you’re using the Custom report, this error shouldn’t appear—but if it does, double check both the worker ID and the shift ID. Make sure that they’re correct, and that that worker is allocated to that shift.

Submitted or Approved Shift

You can’t add adjustments to shifts that have already been submitted or approved. If you get either of these error messages, un-approve and/or un-submit the shift on the Finance screens.