Scheduling Application

How to Copy Shifts

How to use the Copy function in the Scheduler or Shift Planner to apply shifts to the following week

Before Shifts can be Copied, they must be added. To learn how to add Shifts, see: How to Add Shifts to the Scheduler

 

The Copy Function is available in the 7 & 14-day views.



1. Once you've added baseline Shifts: 


Click       and select Copy 

 

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Number of selected elements (unpublished Shifts) to be copied over the specified duration.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 

Start Start of the selected 7-day date range in the Scheduler
End End of the selected 7-day date range in the Scheduler
Copy to First day of the following week selected
End Last day of the following week selected
Select Option When Copying the Shift(s) to the following week, the software checks that week for overlapping Shifts. An overlapping Shift occurs when 2 Shifts are assigned to the same day at the same time. The following options dictate the outcome when an overlapping shift is detected.
  • Allow Conflicts 
  • Avoid Conflicts
  • Overwrite Conflicts
  • Stop Operation if Conflict(s)

 

* Shifts copied to the following weeks are saved, but not published. 

3. Click      and select Publish      to assign the shifts to employees.