Last modified by: Cherilyn LeBlanc -

Copying Shifts and Schedules

 

Contents:

How do I copy and reuse a schedule for the next pay period?

Copying a Schedule Without Vacant Shifts

How do I copy days from a Schedule?

How do I copy shifts in Scheduling? 

 

 

  

 ___________________________________________________________ 

How do I copy and reuse a schedule for the next pay period?

Back To Top

 

To copy an entire schedule period, you can choose a date range and then where you want the copied shifts to be applied.

Note that this is best used for schedules that do not use recurrences.

 

Step 1 - Click the Copy button

How_do_I_copy_and_reuse_a_schedule_for_the_next_pay_period.jpg

 

Step 2 - Set the details

How_do_I_copy_and_reuse_a_schedule_for_the_next_pay_period_2.jpgHow_do_I_copy_and_reuse_a_schedule_for_the_next_pay_period_3.jpg

 

Options

From Set this to cover the length of the schedule you wish to copy.

Target - Where you want to copy the new schedule to.

Department Which Department you want to copy these shifts to, by default the current department will be selected.

Copy with employee AssignmentsChoose whether to keep the same employees working the shifts or if you uncheck this box the shifts will copy forward as vacant.

Copy with Pay Allocations - Choose whether or not to copy the paycodes forward.

Copy Time off - Choose whether or not to copy time off paycodes forward.

Ignore Vacant Shifts - Choose whether or not to copy Vacant Shifts forward.

Minimum time between shift conflicts shouldIf in copying the shifts forward the system runs into conflicting shifts here is where you can set how the system should react. Copying without modification will copy the shift anyway whereas Copy as Vacant will simply turn conflicting shifts into vacant shifts. 

Copied Shifts ShouldHere you can choose whether you wish to overwrite pre-existing shifts in the time period (Replace existing shifts..) you are copying into or if you simply wish to add these shifts to what's already there. (Merge) 

 

 

 

 ___________________________________________________________ 

Copying a Schedule Without Vacant Shifts

Back To Top

 

1. Click the Copy button above your schedule to begin copying a set number of days to another period.

How_do_I_copy_and_reuse_a_schedule_for_the_next_pay_period.jpg

 

2. To ensure that no vacant shifts are copied over, check on the Ignore Vacant Shifts box.

Copying_a_Schedule_Without_Vacant_Shifts.jpg

3. Set your other parameters and click Copy. Click here for more details on copying schedules.

  

 

___________________________________________________________ 

How do I copy days from a Schedule?

Back To Top

 

To Copy several days from a schedule click the button near the top left of the screen titled Copy

How_do_I_copy_and_reuse_a_schedule_for_the_next_pay_period.jpg

 

A window will appear giving you options to choose how much to copy and where to copy it to. To see a list explaining the advanced options click here

Once you have set your details click Copy once.*

How_do_I_copy_days_from_a_Schedule.jpg

 

 

*Clicking the Copy button more than once will cause the system to copy the shifts multiple times. 

 

 

  

 ___________________________________________________________ 

How do I copy shifts in Scheduling?

Back To Top

 

Right click on the shift you wish to copy. In the menu that appears click Copy.

Choose the day you wish to copy it to and right click on that day. In the menu that appears click Paste.

How_do_I_copy_shifts_in_Scheduling_2.jpgHow_do_I_copy_shifts_in_Scheduling.jpg

Print Friendly and PDF

Head back to the Inclusion Support Home Page.

Contact the Includables!

1 (866) 884-3451
includables@inclusionsystem.ca