The objective of this tutorial is to help you understand how to copy schedules.
Access from your: Computer
Applies to: Managers, Supervisors and Schedulers
Copies one past section of the schedule, whether a day, week, 2 weeks, 4 weeks or a month, to a future date. In essence, the past schedule can be used as a template to copy shifts into a future date which then can be adjusted as required.
There are two ways to copy shifts:
- Copy shift times only
- Copy shift times and employee assignments
Things to know before you begin:
- You must have a manager/admin, supervisor and scheduler access privileges to use copy schedule option from the drop-down.
- You can navigate the schedule to different dates by clicking the arrows found at top mid of the app.
- You can copy the schedule under different views and mode with the help of the icons listed on the top right and left-hand side.
Step 1: Click ‘ShiftPlanning’ tab from the top panel as shown in Image 1.
Note: Select the ‘Filter’ or ‘Advanced filters’ from the left-hand side according to your requirements.
Step 2: To copy the schedule, click ‘Copy Schedule’ option from the top right downward arrow icon as shown in Image 2.
Step 3: Choose the saved timeline as shown in Image 3.
Step 4: Select the timeline as shown in Image 4.
Step 5: You can either ‘Copy shift times only’ or ‘Copy shift times and employee assignments’ as shown in Image 5.
Step 6: Click ‘Copy Shifts’ as shown in Image 6.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!