Copy an Existing Schedule

This option allows you to select a date range for which your employees were scheduled in the past. Employee schedules for this date range can then be applied to a new date range with the same number of days.

This method of scheduling is not specific to the day of the week. For example, the first day of the pre-existing scheduled date range falls on a Monday. When applying schedules to a new date range, the starting date of the new range can fall on any day of the week.

1. From the Schedule Type drop-down menu, select "Existing Schedule."

2. In the Existing Schedule fields, select the starting and ending dates of the pre-existing schedule that you would like to copy. Click on the icons to select the dates from a calendar.

3. In the Apply To field, select the beginning and ending dates of the range of days to which you would like the existing schedule applied. Click on the icons to select the dates from a calendar. Put a check mark in the "Override Existing Schedule" option if you would like this new schedule to replace any schedules that already exist for the selected employees.

4. The Employees section allows you to select employees to be included in the schedule. To select employees, click on the arrow icon at the far right of the screen. The Unused Employees and Viewed Employees boxes appear.

• All of your available employees are displayed in the Unused Employees box. To filter this list by the department that your employees are assigned to, make the desired selection from the Filter by Department drop-down menu at the top of the screen. Click on the icon to make your selection from a department map. If you would like the list of employees to be sorted by seniority, put a check mark in the Sort by Hire Date field.

• Highlight the desired employees by clicking on their names in the list (hold down the <CTRL> key on your keyboard while clicking to select multiple names).

• Click on the [>>] icon to select the highlighted employees. The selected names are moved to the Viewed Employees box.
  Note: If the Viewed Employees box is left empty, all employees will be included in the schedule.

5. The Department section allows you to create a schedule for employees who are assigned to a specific department level only. To select department levels, click on the arrow icon located at the far right of the screen. The Unused Departments and Viewed Departments boxes appear.

• All of your available department levels are displayed in the Unused Departments box. Highlight the desired department levels by clicking on their names in the list (hold down the <CTRL> key on your keyboard while clicking to select multiple names).

• Click on the [>>] icon to select the highlighted departments. The selected names are moved to the Viewed Departments box.
  Note: If the Viewed Departments box is left empty, the schedule will include employees from all departments.

6. If you would like to create a schedule for employees assigned to a specific supervisor only, make the desired selection from the Supervisor drop-down menu.

7. Click on the [GENERATE SCHEDULES] icon. The schedule in the specified existing date range is applied to the specified new range of days.