Copy Schedule

Overview

The Copy Schedule feature allows managers to efficiently replicate work schedules by copying them from one week to another. This simplifies schedule management, especially for recurring or repetitive shifts, reducing manual work.

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How to Use the Copy Schedule Feature

1. Navigate:

• Go to: Dashboard > Schedules

 

2. Access the Copy Schedule Option

• In the top-right corner of the Schedules tab, click the gear icon.
  
• Select “Copy Schedule.”
  
• A modal pop-up will appear to configure the schedule copy settings.

 

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3. Select Source and Destination Weeks

• Use the calendar selectors in the modal to choose:
  
  • Copy From (Source Week): The week you want to copy schedules from.
  • Copy To (Destination Week): The week where the copied schedules will be applied.

 

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4. Apply Filters (Optional)

• To copy schedules for specific employees, apply filters such as:
  
  • Department
  • Group

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5. Handle Existing Schedules

• If the destination week already contains shifts, you can:
  
  • Check “Clear shifts from selected days” to delete existing schedules before copying.

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6. Review Summary and Copy

• The modal will display a summary, including:
  • Total shifts to be copied.
  • Total employees included in the selected schedules.
    
    
• Review the details and click “Copy Schedule” to proceed.

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Once completed, schedules are successfully replicated, ensuring efficiency and consistency in workforce planning.