Last modified by: Inclusion Support -

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

To copy a 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

Copy_Schedule.png

 

Step 2 - Set the details

Copy_Schedule_Options_Dialog.png

 

Options

Copy PeriodSet 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) 

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