Last modified by: Cherilyn LeBlanc -
Copying Shifts and Schedules
How do I copy and reuse a schedule for the next pay period?
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
Step 2 - Set the details
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 Assignments - Choose 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 should - If 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 Should - Here 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
1. Click the Copy button above your schedule to begin copying a set number of days to another period.
2. To ensure that no vacant shifts are copied over, check on the Ignore Vacant Shifts box.
3. Set your other parameters and click Copy. Click here for more details on copying schedules.
How do I copy days from a Schedule?
To Copy several days from a schedule click the button near the top left of the screen titled Copy.
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.*
*Clicking the Copy button more than once will cause the system to copy the shifts multiple times.
How do I copy shifts in Scheduling?
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.