Overview

You can copy shifts and schedules to save time and ensure you have the schedule coverage that you need.

• If your business has regular shifts for select users, copying shifts and setting them up for specific intervals helps you save time (so you don’t have to recreate each shift individually).
• Ever forget to schedule a position? By loading an existing template, you’ll be able to confidently know that your scheduled shifts cover your most critical positions.

Copy shifts

To copy a shift, hold the control key (or the command key if on a Mac) and click the shift you want to copy, then drag it to any cell.

As you move the shift around, icons appear to let you know whether eusers are qualified or have conflicts.

• Thumbs up icon means the user is qualified to take the shift (based on position).
• Thumbs down icon means the user is not qualified to take the shift (based on position).

Month view does not support drag and drop.

Copy last week’s schedule

You can save time by copying the schedule from the previous week:

1. Click Scheduler.

2. Click Week to view a week at a time.
3. Use the arrows on each side of Today or the to the right of the date(s) of the schedule to navigate to the week you want to copy.
4. Click at the top right, then select Copy Previous Week.
5. Choose how you want to handle shift conflicts:Allow Conflicts: Copies shifts even if they conflict with existing shifts.
   • Avoid Conflicts: Places any shifts from the previous week that conflict with a scheduled shift or a pending or approved time off request into the OpenShifts row.
   • Overwrite Conflicts: Replaces any shifts that conflict with the new schedule.
   • Copy Previous Week’s Shifts to OpenShifts: Moves all shifts from the previous week into OpenShifts.
6. Click Copy.

Copy yesterday’s schedule

You can save time by copying the schedule from the previous day:

1. Click Scheduler.

2. Select Day in the by dropdown to view shifts in a single day.
   Positions view does not allow you to view the schedule one day at a time.
3. Use the arrows on each side of today or click the to the right of the date to navigate to the day you want to copy.
4. Click near the top-right of the page, then select Copy Previous Day.
5. Choose how you want to handle shift conflicts:Allow Conflicts: Copies shifts even if they conflict with existing shifts.
   • Avoid Conflicts: Places any shifts from the previous day that conflict with a scheduled shift or a pending or approved time off request into the OpenShifts row.
   • Overwrite Conflicts: Replaces any shifts that conflict with the new schedule.
   • Copy Previous Day’s Shifts to OpenShifts: Moves all shifts from the previous day into OpenShifts.
6. Click Copy.

Copy user schedules

You can save time by copying an individual user’s schedule from the previous week:

1. Click Scheduler.

2. Select Users in the as drop down menu to view the schedule by user.
   Positions view does not allow you to copy a user’s previous week.
3. Click Down arrow button to the right of the user’s name, then select Copy [user name]’s Previous Week.
4. Choose how you want to handle shift conflicts:Allow Conflicts: Copies shifts even if they conflict with existing shifts.
   • Avoid Conflicts: Places any shifts from the previous week that conflict with a scheduled shift or a pending or approved time off request into the OpenShifts row.
   • Overwrite Conflicts: Replaces any shifts that conflict with the new schedule.
   • Copy Previous Week’s Shifts to OpenShifts: Moves the user’s shifts from the previous week into OpenShifts.
5. Click Copy.

Copy any week’s schedule

Use the templates feature to copy any week and paste it into any week. Check out Using Schedule Templates for more information.