To help expedite scheduling you can now copy shifts day to day, or schedules from week-to-week.
To copy and paste one shift, there are two ways to copy a shift. Here are the steps:
- To manually copy a shift, hover over a shift, and select the options icon. Simply click the options icon in the shift (red), and select copy shift. If there are multiple shifts in a cell that you would like to copy, select the cell options icon (yellow).
- To paste a shift, hover over the shift cell where you would like to place the copied shift, and again select the options icon. You will then have the function to paste the shift.
- To delete a shift, hover over a shift and select the garbage icon.
- You may also use keyboard shortcuts to copy a shift. To do so, click a shift and you will see a checkered border around the shift.
Press Control C (Windows) or Command C (Mac) to copy a shift. Click the cell where you would like to paste the copied shift, make sure there is a checkered border, and press Control V (Windows) or Command V (Mac) to paste the shift.
To delete a shift, you can click a shift and use the delete key.
To copy schedules from week to week, you have two options: copying the current week to the next, or custom date ranges. We also highly recommend copy schedules to an empty week to avoid any conflict.
To do so, here are the steps:
- Go to Options and select copy, or hover over a shift, and click the options icon. Select “More Copy Options”.
- When selecting to copy the current week to the next week, you may choose to either copy the entire department, positions, or specific employees.
Also, you can make all the schedules as “house” shifts, which means copying shifts without any employees attached to them.
- Please note: if an employee picks up a shift outside or their regular schedule, that shift will also be copied over as a house shift.
If there is a conflict with existing shift in the destination week, you have the option to move the shifts to house shifts, or adding the conflicting shift to the employee "finish copying".
- If an employee works Monday to Friday during the current week, but you only want them to work Wednesday to Friday the following week, or whichever week after, then this is where you would use the custom date range function. When selecting to copy a custom date range, you may again choose to either copy the entire department, positions, or specific employees.
If you wish to drag a shift into House Shifts, but an employee is at the bottom of the scheduler, please select “Pin Shift” under the “House Shift” section. This will keep the House Shifts bar at the top of your page, so you can easily drag and drop a shift into House shifts.
How to Drag & Drop Shifts
- Put your mouse over the shift you would like to move.
- Click and drag the shift to its designated location.
- Let go of the shift to put it in place.
- Remember to publish the schedule if you have not already done so.