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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Number of selected elements (unpublished Shifts) to be copied over the specified duration.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.
|
* Shifts copied to the following weeks are saved, but not published.
3. Click and select Publish to assign the shifts to employees.