Import a Saved Template or Previous Week
Once you have entered your first schedule it is easy to create new schedules using Import. Import any previous week "as is"
by choosing a previous week date or Import a saved template by choosing a
template name. When
Importing you can check off to clear the old assignments (or do this later
with the Clear button) and then
AutoFill the shifts to get the best possible assignments for the
new week. Make any additional adjustments and when your schedule is ready you can Publish and you are
done! Note that by filtering your view to a certain position or category
first before clicking Import you can Import only those particular shifts from a
previous week or template.
To Create (or add shifts to) a Schedule using Import:
From any weekly Schedule View
Click Week> to navigate to the new week you want to schedule (1.)
(Check that your Category and Position dropdowns are set to show "All" to
import all positions and categories from the template or week)
Click Import to open the Import window (2.)
You can Import any other week
into the current week (by choosing a date in the Import a Previous Week
dropdown) or if you have Saved Templates you can Import
them by choosing the Template name (3.)
If you want to bring the shifts in as unassigned, then check the box to "Unassign all imported shifts" so that the Helpers will be
cleared when the shifts are brought in (or you can import as assigned and then
use the Clear Function later). (4.)
Click Import Week button
You also can Import shifts from one day into another by using the "Import a Day" bottom
section in
the Import window. Note: you can also filter your position or category
dropdown menu before Importing to Import only those shifts.
Related Topics:
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