Scheduling Application

How to Set Weekly (Shift) Patterns

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: How to Add Shifts to the Scheduler

Setting Weekly Patterns

  1. The Weekly Patterns feature is only available in the Weekly By Employee and By Criteria views within the scheduler.

  2. Click the ellipsis > Weekly Patterns.
  3. Set up the weekly pattern accordingly. The Recurrency Pattern settings are:
    1. Element(s) checkbox: This refers to the number of selected unpublished shifts you wish to copy over the specified duration.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.
    2. Recurrency Name: Give the recurring shift pattern a name.
    3. Recurrency Options: Choose the frequency for the recurrence (e.g., every week, every two weeks, every three weeks, or every four weeks).
    4. Start/End: Define the start and end dates of the selected 7-day date range in the scheduler.
    5. Start/Finish Recurrency At: Set the start and end dates for the automatic weekly pattern.
  4. Click Apply.

 

You're done! 🙂👍

If you have questions, please call us at (888) 783-1493, email support@workeasysoftware.com, or submit a ticket.