PeopleMatter: Schedule: How do I Copy an Existing Schedule?

Administrators and Managers can copy an existing schedule for a unit from one schedule week to a future schedule week.  This includes the ability to copy a specific department, area, or job. 

To copy a schedule:

• Open the unit's schedule and proceed to the schedule you want to copy.
• On the top, click Additional Actions and click Copy Schedule. 

• Select the departments, areas, or jobs to be copied. Click Next.

• You will be prompted to determine which items you want to copy.  You can select from:
  • • Copy Assigned Team Members and shifts, with the option for tasks
    • Copy all shifts, but do not assign Team Members with the option for tasks
    • Copy assigned Team Members but do not copy shifts
• Make your selection and click Continue.

• You will be prompted to select the schedule week for the copied schedule.  Use the calendar or the recommended weeks.  Click Copy Schedule.

• You will receive notification that the schedule has been copied to the week you selected.  You can proceed to edit the new schedule.