By setting up a weekly pattern, employees are scheduled consistently according to the pattern you've defined.
Prerequisite
To begin using Weekly Patterns, you'll first need to add the baseline shifts to the scheduler: Adding and Assigning Shifts.
The Weekly Patterns feature is only available in the Weekly By Employee and By Criteria views within the scheduler.
Set up the weekly pattern accordingly. The Recurrency Pattern settings are:
Item
Description
Element(s) checkbox
This refers to the number of selected unpublished shifts you wish to copy over the specified duration. You can select or unselect elements.
Recurrency Name
Give the recurring shift pattern a name.
Recurrency Options
Choose the frequency for the recurrence (e.g., every week, every two weeks, every three weeks, or every four weeks).
Start/End
Define the start and end dates of the selected 7-day date range in the scheduler.
Start/Finish Recurrency At
Set the start and end dates for the automatic weekly pattern.
Click Apply.
You're all set! 🙂👍
If you have questions, please call us at (888) 783-1493, email [email protected], or submit a ticket.
FAQ
What is the purpose of setting weekly patterns?
Setting up a weekly pattern allows employees to be scheduled consistently according to the defined pattern.
What do I need to do before using Weekly Patterns?
You need to add the baseline shifts to the scheduler before using Weekly Patterns.
In which views is the Weekly Patterns feature available?
The Weekly Patterns feature is available in the Weekly By Employee and By Criteria views within the scheduler.
What are the settings I need to configure for the Recurrency Pattern?
You need to configure the Element(s) checkbox, Recurrency Name, Recurrency Options, Start/End dates, and Start/Finish Recurrency At dates.
How do I apply the weekly pattern after setting it up?
After setting up the weekly pattern, you need to click 'Apply' to finalize it.
Can I select or unselect elements in the Recurrency Pattern settings?
Yes, you can select or unselect elements in the Recurrency Pattern settings.