Copy a shift
Go to the Schedule
Find the shift you want to copy
Hover your curser on the shift
Select Copy
Choose the new date or placement
Paste the shift
The copied shift will appear in the new time or day you selected.
Set up a schedule template
If you use the same roster regularly, you can save it as a template.
Go to the Schedule on up a week with the shifts you want to reuse
Select the Save | Copy option
Name the template and add a description (it's not mandatory to add a description)
Use the toggle to confirm if you would like the template to include any unassigned/empty shifts
Select the status of shifts you wish to save to the template
Select Save Template
This allows you to reuse the same structure without copying from a specific week each time.
How to use a schedule template
Go to the Schedule
Open the week you want to create
Select Save | Copy
Select Load Template
Select the Ellipsis
Select Load Template
The template will create the roster with your predefined shifts.
What to check
After copying a shift or using a template, review the roster to make sure the correct employees and shifts are assigned. Also ensure no shifts overlap with any employees leave.
Templates and copied rosters do not adjust automatically.