Add Employee Seats via the Move Order Import

When your Seating Chart has fixed desks, you can assign your unseated employees to their seats. This can be completed manually or in bulk using the Move Order Import.

Follow the steps below to set up the Move Order Import file and then import the employees' seats.

Steps

Step 1. Copy the Employee's email address from the Employee Import file

From the Employee Import file, copy the Email address.

In the Excel spreadsheet, paste under the email column to populate the email addresses. 

Note: If you want to quickly find the employees' email addresses, then export the Employee List, see Add or Remove Employees via an Employee Import's - Export the Employee list.

 

Step 2. Find the Seat Codes

Remember you can view the employee names and seat codes on the Floor Map when you turn on the View Filter, see Customize Floor Map Views

From the floor map, click the View Filters view_filters_applied_icon.png icon. The Customize your view data drawer will open.

Click the Code filter. The space codes display.

Click the Employee name filter. As there are no employees seated yet no names will display.

view_seats1.png

Click on a seat. The data drawer displays.

The Space Code field contains the format of the seat code. From the Space Code field, copy the seat code.

view_seats2.png

In the Excel spreadsheet, paste into the to column and then populate the rest of the space codes. 

For example,

example_move_import.png

Step 3. Use the Move Orders Import to update the Employees's Seats 

You can perform bulk moves on all move plans (Now and future dates). You can import move orders for a single employee, or for multiple employees using a CSV file.

Click the Move Order move_orders_icon.png icon and then click the Move Plan move_plan_icon.png icon. The New plan dialog displays.

Warning make sure you are paying attention to the date you have selected for the import as if you have select the NOW view and you import moves into the NOW then the moves will take immediate effect and cannot be undone (unless you set up another import to correct the moves).

For this example, we will use the NOW view.

Click the Import Move Orders import_move_orders.png icon. The Import Move Orders dialog displays.

Either drop the file on the dialog or browse to select the file. 

import_employees_to_seats.png

Click the Import button.

The warning displays the message "Changes to the current assignment plan will take effect immediately and cannot be undone".

Click the Continue button. When the import is finished the Impor Move Orders dialog displays.

import_employees_to_seats2.png

Click the X to close the dialog.

Step 4. View your employees' seats on the Floor Map

From the menu click the Floor map floor_maps.png icon.

Zoom into the floor map and you will see the employees are now seated.

seated_employees.png