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How to Set Weekly Patterns (Advanced License)
How to set Weekly Patterns to automatically assign Shifts to employees week-to-week.
Before Shifts can be set to a Weekly Pattern, they must be added. To learn how to add Shifts, see: How to Add Shifts to the Scheduler
* Make sure the 7 Day View is selected in the Scheduler. (The Weekly Pattern feature is only available in the 7 Day View).
1. Once you've added the baseline Shifts: *Shifts must be Published before they can be copied Click and select Weekly Patterns |
2. Make the necessary selections and click
Setting | Description |
Element(s) |
Number of selected elements (unpublished Shifts) to be copied over the specified duration. * Use the checkbox to unselect/select elements |
Recurrency Name | Name of the Weekly Pattern rule |
Recurrency Options |
|
Start | Start of the selected 7 day date range in the Scheduler |
End | End of the selected 7 day date range in the Scheduler |
Start Recurrency At | Start date of the automatic Weekly Pattern |
Finish Recurrency At | End date of the automatic Weekly Pattern |