Edit/Copy Schedule
 

Once you have entered your first schedule it is easy to create new schedules using the Import function. Import any previous week "as is" by choosing a date or Import a saved template by choosing a template name. When Importing you can check off to clear all the old work assignments (or do this later with the Clear button) and then AutoFill to get the best possible work assignments for the new week. When your schedule is ready you can Publish and you are done!

Note that by filtering your view to a certain position or category before clicking Import you can Import only those particular shifts from previous week or template.

To Create (or add shifts to) a Schedule using Import: 
From any weekly Schedule View 
  • Click Week> to navigate to the new week you want to schedule (1.)
  • (Check that your Category and Position dropdowns are set to show All to import all positions and categories in the template or week)
  • Click Import to open the Import window  (2.)

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  • You can Import any other week into the current week (by choosing a date in the Import a Previous Week dropdown) or if you have saved Templates you can Import them by choosing the Template name  (3.)
  • Check the box to "Unassign all imported shifts" so that the workers will be cleared when the shifts are brought in (or you can import as assigned and then use the Clear Function later).  (4.)
  • Click Import Week button
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    You also can Import shifts for one day at a time by using the "Import a Day" bottom section in the Import window.

    Note: you can also filter your position or category dropdown menu before Importing to bring in only those shifts.


     

    Related Topics: 
    WhenToWork.com Online Scheduling