Import a Previous Week (or Saved Template)
Once you have entered your first schedule it is easy to create new schedules
using the
Import function to copy those shifts to another week. 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 unassign 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 schedule 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From any UNPUBLISHED weekly Schedule View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 to import all shifts)
Click Import to open the Import window (2.)
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
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:
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WhenToWork.com Online Scheduling
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