Overview

If enabled for your account, Copy Schedule lets you copy one or more schedules from one week to another. This can save time when creating recurring schedules while still allowing you to make adjustments for the new week.

For the best results, copy a schedule soon after posting it. This ensures the copied schedule reflects the original before any changes, such as shift swaps or edits, occur.

Copy a Schedule

1. Navigate to the Scheduling tab.
2. Select Menu > Copy Schedule.
3. In the Copy Schedule window, specify:
   • Source Week – The week you want to copy from.
   • Target Week – The week you want to copy to.
   • Schedules – Select the schedule(s) you want to copy.
4. Select Copy.

Fig.1 - Copying schedule
 

Additional Copy Options

Before copying the schedule, you can choose from the following options:

Create House Shifts for Availability Conflicts

If an employee's availability or approved time off has changed since the source week, selecting this option converts any conflicting assigned shifts into House Shifts in the target week.

For more information, see HS Scheduling: House Shifts.

Copy House Shifts

Copies any House Shifts from the source week into the target week.

Copy Meal/Break Edits

Copies any meal and break adjustments that were made to the source schedule.

Copy Shift Notes

Copies any shift notes associated with the selected schedule.
 

Fig.2 - Copy Schedule modal

Note: Only options that are available for your configuration will appear.

Troubleshooting

A Schedule Cannot Be Selected

If a schedule does not appear or cannot be selected, verify the following.

The Source Week Contains Shifts

Only schedules that contain shifts can be copied.

If the source schedule is Not Started, it will not appear as an available schedule because no shifts exist.

Fig.3 - Source week not started

The Target Week Must Be Empty

The target schedule must have a status of Not Started or Deleted.

If shifts already exist, you'll need to delete them before copying.

If the schedule has already been posted, you'll first need to Unpost and Delete it before it can be used as the target week.

For more information, see Deleting Schedules.

Fig.4 - Target week already started
 

Copy Schedule Is Missing

If Copy Schedule does not appear under Menu, one of the following may apply:

• Your permission set does not include access to Copy Schedule.
• Your company has disabled the feature.
• Activity-based forecasting or automatic shift generation is enabled, preventing manual schedule copying.

If you believe you should have access, contact your system administrator or Customer Support.

Related Articles

HS Scheduling: House Shifts

Contact Us: Customer Support

HS Scheduling: Forecast and or Shift Generation Required