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Copy Shifts in the Scheduler

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The Copy option in the Scheduler makes it easy to duplicate scheduled shifts across weeks or employee views.

To copy a shift schedule:

  1. Go to Scheduling in the main navigation panel.

  2. At the top of the schedule, select your preferred view from the dropdown, for example, Weekly by Employee or 2 Weeks by Employee.
    Note: This function is available only for weekly and bi-weekly schedules.

  3. On the bottom right, click the three-dot action button and select Copy.

  4. When you click Copy, a new window will appear to confirm the date ranges and conflict handling:

  • Start / End: These are the original dates of the schedule you want to copy.

  • Copy to / End: Set the target date range where the copied shifts will be placed.

  • Select option: Choose how to handle scheduling conflicts in the destination period:

    • Allow Conflicts: Copies all shifts even if conflicts exist.

    • Avoid Conflicts: Skips shifts that would cause a conflict (e.g., overlapping shifts).

    • Overwrite Conflicts: Replaces any existing shifts with the new ones.

    • Stop Operation if Conflict(s): Cancels the entire copy if any conflicts are detected.

  1. After selecting your preferred conflict option, click Copy to apply the changes.

    Tip: Review the weekly schedule first to avoid accidentally overwriting or duplicating shifts.

  2. Click the three dots and select Publish.

  3. Verify your selections and click Publish.