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Create New Schedules

Two Ways to Create a New 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.

You can Import, clearing the assignments (and then use AutoFill to get the best assignments for the new week based on helper time preferences), or you can Import and leave the assignments the same.


DIFFERENT assignments
each week
based on preferences

TIME PREFERENCES are used for automatically assigning based on when helpers are available and prefer to help:

  1. Navigate to the new week 
  2. Import the previous week’s schedule or saved template (clearing the assignments
  3. AutoFill to get the best assignments for that week based on helper time preferences, approved time off and any other constraints you have set
  4. Publish the schedule to automatically email it to helpers and make it available to them online, and allow them to trade shifts if you have set that on your SETTINGS>Helper Permissions page

CONSISTENT assignments
each week

OR if you prefer to create your schedules BASED ON KEEPING THE SAME ASSIGNMENTS EACH WEEK you can do the following instead:

  1. Navigate to the new week
  2. Import the previous week’s schedule leaving the assignments (if an assignment conflicts with granted time off it will be set to unassigned) or you can Import a saved Template which could contain all your basic shifts with some or all of the shifts assigned.
  3. AutoFill to assign any open shifts if needed, or you can always click a shift and see a list of who is available and you can choose an helper and click Save 
  4. (Optional) – ANALYZE Shifts to see how the imported assignments compare to helper time preferences and other constraints such as maximum hours/shift per day/week and make any adjustments to the shifts as needed.
  5. Publish the schedule to email it to helpers and make it available to them online and allow them to trade shifts if you have set that on your SETTINGS>Helper Permissions page

Note that for AutoFill to work properly, you will need to review the AutoFill Maximums on the Helper List Grid and make any necessary changes in their max hours/shifts per day/week. The default is set to 40 hours and you will want to be sure your shift paid hours (durations) are correct and reflect any unpaid break times.

The ANALYZE function can be used on current or future weeks to check how the shift assignments compare to the current time preferences, so you can use the second approach above of keeping the assignments intact and then use Analyze to check for any conflicts. 

 

 

move the unassigned shifts I have already built into a week
schedule pretty much stays the same each week and it would be nice to have it autogenerate.
work time preferences, same assignments, keep assignments, same schedule