How To Copy A Weekly Schedule To A Different Week

Goal

• How to move shifts from one week in the Scheduler to a different week

Environment:

• Push Web App

Process:

Copy Schedule from this week to next week:

1. Click the Scheduler tab 
2. On the left hand navigation bar, click Weekly Schedule 
3. Navigate to the Week that has been completed and you wish to copy
4. Click Options and in the drop down menu select Copy or hover over any shift and click the Right Facing Arrow icon and select More Copy Options
5. Under Copy Schedule, click the drop down menu and select Current To Next Week or Custom Date Range
6. Under Departments, click the white box and select from the list the appropriate Department(s)
7. Under Positions, click the white box and select from the list the appropriate Position(s)
8. Under Employee, click the drop down menu and select from the list of appropriate Employee(s) or Leave Blank for All 
9. Check/Uncheck the box that corresponds with Copy As House Shifts if applicable
10. Once done, click Copy

Copy Schedule from this week to a specific week:

1. Click the Scheduler tab 
2. On the left hand navigation bar, click Weekly Schedule 
3. Click Options and in the drop down menu select Copy or hover over any shift and click the Right Facing Arrow icon and select More Copy Options
4. Under Copy Schedule, click the drop down menu and select Custom Date Range
5. Under Source Date Range, click the white boxe(s) to input the Start Date and End Date of the week you want to copy
6. Under Destination Start Date, click the white box to input the Start Date of the Week you want the Schedule to be copied 
7. Under Departments, click the white box and select from the list the appropriate Department(s)
8. Under Positions, click the white box and select from the list the appropriate Position(s)
9. Under Employee, click the drop down menu and select from the list of appropriate Employee(s) or Leave Blank for All 
10. Check/Uncheck the box that corresponds with Copy As House Shifts if applicable
11. Once done, click Copy

Additional Information

To copy schedules from week to week, you have two options: copying the current week to the next, or custom date ranges.

If you check off the box for Copy As House Shifts, this will copy all the Shifts under House Shifts and will not be associated with any employees.

Please note: if an employee picks up a shift outside of their regular schedule, that shift will also be copied over as a house shift. 

Custom Date Range allows you to copy a specific Week's Schedule to any Week of your choosing based on the Start Date. 

Current to Next Week allows you to copy the Week you are currently in under the Scheduler to the next week. 

For example: 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 and filter for the specific employee.

We highly recommend copying schedules to an empty week to avoid any conflict. If there are conflicts, an error message will pop up asking if you rather Finish Copying or Copy As House Shifts. If you do not want to complete this process, please close your web browser. 

Please note, that only Super Administrators and Team Administrators with permissions to View/Update the Scheduler will be able to make adjustments. 

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