
{"id":168,"date":"2018-05-01T20:30:59","date_gmt":"2018-05-01T20:30:59","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=168"},"modified":"2021-08-15T21:41:09","modified_gmt":"2021-08-15T21:41:09","slug":"h-import","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-import\/","title":{"rendered":"IMPORT &#8211; Bring in Week or Template"},"content":{"rendered":"<h3>Import a Previous Week (or Saved Template)<\/h3>\n<div class=\"inforight\">\n<h3 style=\"text-align: center;\"><b>Don&#8217;t see the<\/b><br \/>\n<b>IMPORT button?<\/b><\/h3>\n<hr \/>\n<p><span style=\"font-size: 10pt;\">Be sure you are on a <strong>Weekly<\/strong> <b>UNpublished <\/b>week.<\/span><br \/>\n<span style=\"font-size: 10pt;\">Contact the main manager to make sure your manager permissions allow you to Import.<\/span><\/div>\n<p>Once you have\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-firstsched\/h-add-first-shifts\/\">entered your first schedule<\/a>, it is easy to create new schedules using the\u00a0<strong>Import<\/strong> function to copy those shifts to another week as a starting point. Import any previous week &#8220;as is&#8221; by choosing a date, or Import a <a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-importing-schedules\/h-create-sched-temp\/\">saved template<\/a>\u00a0by choosing a template name.<\/p>\n<p>When Importing, you can check off to <strong>Unassign<\/strong> all the old work assignments (or do this later with the\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-clearing-deleting\/\"><strong>Clear<\/strong><\/a> button).<\/p>\n<p>After Importing you can use <a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-auto-assign\/\"><strong>AutoFill<\/strong><\/a> to get the best possible\u00a0 assignments for the new week. When your schedule is ready you can <a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-publishing\/\"><strong>Publish<\/strong><\/a> and you are done!<\/p>\n<p>Note that by\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-filtering\/\">filtering<\/a>\u00a0your schedule view to a certain position, category, or group before clicking Import, you can Import only those particular shift position(s) from the previous week or saved template.<\/p>\n<h3>To Create (or add shifts to) a Schedule using Import:<\/h3>\n<p>From any UNPUBLISHED weekly Schedule View:\u00a0<\/p>\n<ul>\n<li>Click\u00a0<strong>Week<\/strong>\u00a0&gt; to\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-firstsched\/h-navigate\/\"><strong>Navigate<\/strong><\/a>\u00a0to the new week you want to schedule\u00a0<\/li>\n<li>(Confirm that your Category and Position dropdowns are set to show &#8220;All&#8221; if you want to import all positions and categories or are set to one position or group to only include those shifts)<\/li>\n<li>Click\u00a0<strong>Import<\/strong> to open the Import window\u00a0<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssimport.png\"><img class=\"aligncenter size-full wp-image-7786\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssimport.png\" alt=\"\" width=\"700\" height=\"616\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssimport.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssimport-300x264.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ul>\n<li>You can Import a\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-importing-schedules\/h-create-sched-temp\/\">saved Template<\/a>\u00a0by selecting the\u00a0<strong>Select Saved Template<\/strong>\u00a0name from the dropdown, or\u00a0<strong>Select a Week<\/strong>\u00a0to import into the current week\u00a0<\/li>\n<li>Check the box to &#8220;Unassign all imported shifts&#8221; so that the assignments will be cleared when the shifts are brought in or you can import as assigned and then use the\u00a0<strong>Clear function<\/strong>\u00a0later<\/li>\n<li>Click\u00a0<strong>Import WEEK<\/strong> button<\/li>\n<\/ul>\n<p>After Import, you will see an\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-import-results\/\">Import Results Summary<\/a>\u00a0showing how many shifts were imported, how many are unassigned, and information about why some shifts were automatically unassigned if they conflicted with time off, etc.<\/p>\n<p>You also can Import shifts for one DAY at a time by using the &#8220;<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-importing-schedules\/h-importing\/\">Import DAY<\/a>&#8221; in the bottom section of the Import window.<\/p>\n<p>&nbsp;<\/p>\n<p><span class=\"extrawords\">import previous, saved template, import results summary\u00a0 apply template\u00a0 template template template applying a template apply a template\u00a0 employee importing templates\u00a0 importing template importing template\u00a0 import after publishing pull over a template<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Import a Previous Week (or Saved Template) Don&#8217;t see the IMPORT button? Be sure you are on a Weekly UNpublished week. Contact the main manager&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-import\/\">More<span class=\"screen-reader-text\">IMPORT &#8211; Bring in Week or Template<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":164,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/168"}],"collection":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/comments?post=168"}],"version-history":[{"count":30,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/168\/revisions"}],"predecessor-version":[{"id":7787,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/168\/revisions\/7787"}],"up":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/164"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=168"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}