Copies one past section of the schedule, whether a day, week, 2 weeks, 4 weeks, or a month (under visual or list view), to the timeline you have opened currently.
Access from your: Computer
Applies to: Managers, Supervisors, and Schedulers
How do I copy a schedule?
Go to ShiftPlanning module from the top-panel > Go to the timeline you want the schedule to get copied to > Click the drop-down icon > Select Copy Schedule tab > Select the dates you want to copy the schedule using From tab > Select the Options, as per your requirements > Click Copy Shifts tab to copy the schedule from the selected timeline to the current calendar view.
Step 1: I want the schedule to get copied to 11/19/2019 - 11/25/2019 so I have moved to that timeline.
Step 2: I want the schedule to get copied from 11/5/2019 to 11/11/2019 to the current timeline; hence, I have added these dates next to From tab.
Step 3: I wish to copy shift times only; therefore, I have selected that option.
Step 4: Lastly, I have clicked the Copy Schedule tab to copy the schedule.
That's it, the schedule will be copied to the current timeline!
- You can either copy shift time only or copy shift times and employee assignments.
- You may also check the box next to clear schedule before copying and it will remove the added schedule from the timeline you want the schedule to get copied at.
- The past schedule can also be used as a template to copy shifts into a future date which then can be adjusted as required.
If you have any further queries, please don't hesitate to reach out to us at firstname.lastname@example.org.