Flat File Data Export

Overview

SchedulePro can now be configured to automatically export data into an external Drop Point folder where you can import that data into external sources such as HRIS, LMS, and ERP systems at a desired frequency.

This allows you to reduce the manual work required to maintain data across multiple systems and create error-free schedules with timely and accurate data.

If you are not currently using a data import integration, you will need to configure access to Drop Point.

The list of files available for export will be dependent on your system configuration. The full list of file templates can be found on the Integrations page.

  • Daily Core Staffing Requirements
  • Employee Overtimes
  • Employee Seniority
  • Leave Account Yearly Allowances
  • Employee Approval Managers
  • Employee Permissions Group
  • Employee Team Codes
  • Location (Unit) Codes
  • Employee Notification Preferences
  • Employee Schedule
  • Leave Account Balances
  • Position (Rank) Codes

Shiftboard will work with you to identify the required export parameters.

PARAMETER

DESCRIPTION

Send at

Determine the export recurrence time.

Recurrence pattern

Daily, weekly or monthly.

Daily

Every X Days or Evey Weekday.

Weekly

Identify specific day(s) of the week.

Monthly

Day X of every Y months.

Email Address

Identify who will receive notifications. Allows for multiple addresses.

Path to File Server

Drop Point folder location.

Encrypt File with PGP Key

Client will provide a PGP key pair to protect data.

Email Address On Failure

Identify who will receive notifications. Allows for multiple addresses.

Exported data will be hosted on our servers and cannot be sent to other sources. Contact your Account Manager or Shiftboard Support to schedule configuration of this feature.


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