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How do I copy and paste shifts?

While you can drag/drop and clone shifts on the By Employee schedule view, if you would like to copy shifts into a new week you normally would Import them from the previous week or saved template.

Once you have entered your first schedule it is easy to create new schedules using the Import feature. 

If you have created a schedule that you’ll want to use over and over again, you Save it as a  Template and name the template (perhaps ‘Main’ or ‘Master’). That will save it for repeated future uses. You can edit your templates any time at SCHEDULES > Templates.

You may Import a saved template by choosing its name or you may Import any previous week’s schedule “as is” by choosing a date from the dropdown menu. 

Overview of Importing:

1) Navigate to the new week you want to schedule. You should be on an Unpublished, weekly view. Make sure to check that your Category and Position dropdowns are set to show ALL to import all positions and categories in the template or week.

2) Click Import

3) You may Import any other week into the current week by choosing ‘Import a Previous Week’ from the dropdown menu – or if you have Saved Templates you can Import them by choosing the Template name. 

4) Check the box to “Unassign all imported shifts” so that the employees will be cleared when the shifts are brought in or leave it unchecked to Import all of your old assignments (but note that this will bypass the Availability Preferences; employee assignments may conflict with preferences inputted.)

5) Click “Import Week” button.

Upload shifts from a file:

Note that you can also upload shifts into your account from a CSV file. To do so, navigate to the Unpublished week into which you would like to upload your shifts (you can only upload into one week at a time), and click “Upload” on the far right. 

You can then use AutoFill to automatically assign the shifts based on employee work time preferences.  

 

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