{"id":8837,"date":"2022-10-08T16:31:52","date_gmt":"2022-10-08T16:31:52","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=8837"},"modified":"2022-10-08T16:36:35","modified_gmt":"2022-10-08T16:36:35","slug":"tt-quick-future-schedules","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/tt-quick-future-schedules\/","title":{"rendered":"Trial Tips &#8211; Quick Future Schedules"},"content":{"rendered":"<p><iframe src=\"\/\/player.vimeo.com\/video\/555290632?title=0&amp;amp;byline=0\" width=\"640\" height=\"360\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h3>Quickly Create a New Schedule<\/h3>\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 by <a href=\"https:\/\/when2work.com\/help\/mgr\/h-navigate\/\">navigating to a new week<\/a> and using the <strong><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-importing-schedules\/h-importing\/\">Import<\/a>\u00a0<\/strong>function. Import any previous week &#8220;as is&#8221; by choosing a date or Import a\u00a0<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><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-importing-schedules\/h-importing\/\">Import<\/a> shifts as assigned, or as unassigned (and harness the power of AutoFill) to get the best assignments each week.<\/p>\n<p>You can\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-importing-schedules\/h-importing\/\">Import<\/a>, clearing the work assignments (and then use\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-auto-assign\/\">AutoFill<\/a>\u00a0to get the best assignments for the new week based on\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-let-emps-signin\/h-emp-prefs\/\">employee work time preferences<\/a>), or you can Import and leave the assignments the same.<\/p>\n<hr \/>\n<table style=\"border-collapse: collapse; margin-left: 20px;\" border=\"1\" width=\"221\" cellspacing=\"0\" cellpadding=\"9\" align=\"right\" bgcolor=\"#FFFFFF\">\n<tbody>\n<tr>\n<td bgcolor=\"#D4D4D4\">\n<p align=\"center\">DIFFERENT assignments <br \/>\neach week<br \/>\nbased on preferences<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-size: 14pt;\"><a href=\"https:\/\/when2work.com\/help\/mgr\/h-let-emps-signin\/h-emp-prefs\/\"><strong>WORK TIME PREFERENCES<\/strong><\/a><\/span>\u00a0are used for automatically assigning based on when employees are available and prefer to work:<\/p>\n<ol>\n<li><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-firstsched\/h-navigate\/\">Navigate<\/a>\u00a0to the new week\u00a0<\/li>\n<li><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-import\/\">Import<\/a>\u00a0the previous week&#8217;s schedule or saved template (<strong>clearing the work assignments<\/strong>)\u00a0<\/li>\n<li><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-auto-assign\/\">AutoFill<\/a>\u00a0to get the best assignments for that week based on employee work time preferences, approved time off and any other constraints you have set<\/li>\n<li><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-publishing\/\">Publish<\/a>\u00a0the schedule to automatically email it to employees and make it available to them online, and allow them to trade shifts if you have set that on your\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-settings\/h-co-settings-emp-perm\/\"><strong>SETTINGS<\/strong>&gt;Employee Permissions<\/a>\u00a0page<\/li>\n<\/ol>\n<hr \/>\n<table style=\"border-collapse: collapse; margin-left: 20px;\" border=\"1\" width=\"221\" cellspacing=\"0\" cellpadding=\"9\" align=\"right\" bgcolor=\"#FFFFFF\">\n<tbody>\n<tr>\n<td bgcolor=\"#D4D4D4\">\n<p align=\"center\">CONSISTENT assignments <br \/>\neach week<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-size: 14pt;\"><strong>OR if you prefer to create your schedules BASED ON KEEPING THE SAME ASSIGNMENTS EACH WEEK<\/strong><\/span>\u00a0you can do the following instead:<\/p>\n<ol>\n<li><strong><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-firstsched\/h-navigate\/\">Navigate<\/a><\/strong>\u00a0to the new week<\/li>\n<li><strong><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-import\/\">Import<\/a><\/strong>\u00a0the previous week&#8217;s schedule\u00a0<strong>leaving the assignments\u00a0<\/strong>(if an assignment conflicts with granted time off it will be set to unassigned) or you can\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-import\/\">Import a saved Template<\/a>\u00a0which could contain all your basic shifts with some or all of the shifts assigned.<\/li>\n<li><strong><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-auto-assign\/\">AutoFill<\/a><\/strong>\u00a0to 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 employee and click\u00a0<strong>Save<\/strong>\u00a0<\/li>\n<li>(Optional) &#8211;<strong>\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-analyze\/\">ANALYZE Shifts<\/a><\/strong>\u00a0to see how the imported assignments compare to employee\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-let-emps-signin\/h-emp-prefs\/\">work time preferences<\/a>\u00a0and other constraints such as\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-overtime\/\">maximum hours\/shift per day\/week<\/a>\u00a0and make any\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-making-sched-change\/\">adjustments to the shifts<\/a>\u00a0as needed.<\/li>\n<li><strong><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-publishing\/\">Publish<\/a><\/strong>\u00a0the schedule to email it to employees and make it available to them online and allow them to trade shifts if you have set that on your\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-settings\/h-co-settings-emp-perm\/\"><strong>SETTINGS<\/strong>&gt; <strong>Global Employee Permissions<\/strong><\/a> page<\/li>\n<\/ol>\n<hr \/>\n<p>Note that for AutoFill to work properly, you will need to review the AutoFill Maximums on the\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-emp-view-edit\/h-edit-emp-det\/\">Employee List Grid<\/a>\u00a0and make any necessary changes in their max hours\/shifts per day\/week. The default is set to 40 hours and you will want to <a href=\"https:\/\/when2work.com\/help\/mgr\/h-paid-hours\/\">be sure your shift paid hours (durations) are correct<\/a> and reflect any unpaid break times.<\/p>\n<p>&nbsp;<\/p>\n<p><span class=\"extrawords\">move the unassigned shifts I have already built into a week<br \/>\nschedule pretty much stays the same each week and it would be nice to have it autogenerate.<br \/>\nwork time preferences, same assignments, keep assignments, same schedule\u00a0 copy and paste a week shifts\u00a0 create next month schedule create next month schedule\u00a0 generate schedule\u00a0 create schedule<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quickly Create a New Schedule Once you have\u00a0entered your first schedule, it is easy to create new schedules by navigating to a new week and&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/tt-quick-future-schedules\/\">More<span class=\"screen-reader-text\">Trial Tips &#8211; Quick Future Schedules<\/span><\/a><\/div>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/8837"}],"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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/comments?post=8837"}],"version-history":[{"count":4,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/8837\/revisions"}],"predecessor-version":[{"id":8841,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/8837\/revisions\/8841"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=8837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}