Import a Previous Week (or Saved Template)
| Don't see the IMPORT button? |
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- Be sure you are on an UNpublished
week
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- Contact the main manager to make sure your
manager permissions allow you to Import
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Once you have entered your first schedule it is easy to create new schedules
using the
Import function to copy those shifts to another week. Import any previous week "as is"
by choosing a date or Import a saved template by choosing a template name.
When
Importing you can check off to unassign all the old work assignments (or do this later
with the Clear button) and then
AutoFill to get the best possible work assignments for the
new week. When your schedule is ready you can Publish and you are
done!
Note that by first filtering your schedule view to a certain position or category
before clicking Import you can Import only those particular shift position(s) from previous
week or template.
To Create (or add shifts to) a Schedule using Import:
From any UNPUBLISHED weekly Schedule View
Click Week> to Navigate to the new week you want to schedule (1.)
(Confirm that your Category and Position dropdowns are set to show "All" to
import all positions and categories)
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.)
Check the box to "Unassign all imported shifts" so that the workers 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
After Import you will see an Import Results
Summary showing how many shifts were imported, how many are unassgined, and
information about why some shifts were automatically unassigned if they
conflicted with time off etc. You also can Import shifts for one DAY at a time by using the "Import
a DAY" bottom
section in
the Import window.
Related Topics:
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WhenToWork.com Online Scheduling
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