Copying Shifts and Schedules

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Applies to , ,

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 employees, 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.Copy shift

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

  • Thumbs up icon means the employee is qualified to take the shift (based on position).
  • Thumbs down icon means the employee 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. From the Scheduler, click Week to view a week at a time.
  2. Use the calendar or the arrows to navigate to the week to which you want to copy the previous week’s schedule.
  3. Click Wrench button at the top right, then select Copy Previous Week.
  4. Choose how you want to handle shift conflicts:Copy Previous Week prompt
    • Allow Conflicts: Copies shifts even if they conflict with existing shifts.
    • Avoid Conflicts: Places any shifts from the previous week that conflict into the OpenShifts row.
    • Overwrite Conflicts: Replaces any shifts that conflict with the new schedule.
  5. Click Copy.

Copy yesterday’s schedule

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

  1. From the Scheduler, make sure Employees view is selected.
    Positions view does not allow you to view the schedule one day at a time.Employees and Positions view menu
  2. Click Day to view one day at a time.
  3. Use the calendar or the arrows to navigate to the day to which you want to copy the previous day’s schedule.
  4. Click the wrench icon near the top-right of the page, then select Copy Previous Day.
  5. Choose how you want to handle shift conflicts:Copy Previous Day prompt
    • Allow Conflicts: Copies shifts even if they conflict with existing shifts.
    • Avoid Conflicts: Places any shifts from the previous day that conflict into the OpenShifts row.
    • Overwrite Conflicts: Replaces any shifts that conflict with the new schedule.
  6. Click Copy.

Copy employee schedules

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

  1. From the Scheduler, make sure Employees view is selected.
    Positions view does not allow you to copy an employee’s previous week.Employees and Positions view menu
  2. Click Down arrow button to the right of the employee’s name, then select Copy [employee name]’s Previous Week.
  3. Choose how you want to handle shift conflicts:Copy Previous Week prompt
    • Allow Conflicts: Copies shifts even if they conflict with existing shifts.
    • Avoid Conflicts: Places any shifts from the previous week that conflict into the OpenShifts row.
    • Overwrite Conflicts: Replaces any shifts that conflict with the new schedule.
  4. 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.

Updated on December 20, 2017

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