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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
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The Weekly Patterns feature is only available in the Weekly By Employee and By Criteria views within the scheduler.
- Click the ellipsis > Weekly Patterns.
- Set up the weekly pattern accordingly. The Recurrency Pattern settings are:
- Element(s) checkbox: This refers to the number of selected unpublished shifts you wish to copy over the specified duration.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 done! 🙂👍
If you have questions, please call us at (888) 783-1493, email support@workeasysoftware.com, or submit a ticket.