Copying schedules in Employee Schedules

When you copy a schedule, you can copy all filled shifts from one week to another week. This feature is helpful if you are not interested in using the Generate Schedules option for autoscheduling or if you are in a department where the schedule does not change much from planning period to planning period.

Note: Copying schedules does not affect projected hours, which are based on forecast business volumes for the current planning period.

  1. In the upper-left corner of the screen, select Access your applications ( main menu icon ).
    The menu expands.

  2. Select Labor > Scheduling.
    The Employee Schedules screen appears.

    Note: When you first access the Employee Schedules screen, you must select jobs for which to display scheduling information.

  1. In the upper-right corner the screen, select Copy Schedules.
    The Copy Schedules dialog box appears.

  2. Complete the fields as necessary.

    Fields on the Copy Schedule dialog box

    Field Description

    Copy from

    Copy schedules from the selected planning period.

    To select a planning period, do one of the following:

    • From the drop-down list, select the planning period to copy from.

    • Use the arrow to move forward or backward through planning periods. 

    Copy to

    Copy schedules to the selected planning period.

    To select a planning period, do one of the following:

    • From the drop-down list, select the planning period to copy from.

    • Use the arrow to move forward or backward through planning periods. 

    Select Schedule Days to Copy

    Weekdays in the planning period that you want to copy.

    Select the check boxes.

    Select Jobs to copy

    Jobs to include in the schedule.

    If necessary, use the following controls to find shifts:

    • Find By Name—Enter the name of job or organization level. The tree menu updates to match your entry.

    • Select All (  )—Select the check boxes for all organization levels in the tree menu.

    • De-Select All (  )—Clear the check boxes for all organization levels in the tree menu.

    • Expand All (  )—Expand the tree menu to display all organization levels.

    • Collapse All (  )—Collapse the tree menu to display only top levels of organization levels.

    Cancel

    		 Closes the dialog box without applying your changes.

    Copy

    		 Applies your changes and closes the dialog box.

  3. Select Copy.
    The schedule is copied based on your selections.