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Schedule NEW - Create a new schedule
Schedule NEW - Create a new schedule

How to plan a new period by uploading a saved template or creating a new one

Updated over a week ago

How to create a new period

Go to:

➡️ Schedule

➡️ Plan new period

➡️ New plan

Template mode

Here you can create a new template or you can upload a saved template.

If you have a saved template you want to use click on:

➡️ Load

When you are done with the template, click on Save, give new template a name, and then click on Roll out.

Rearrange the weeks

If you want to change the order or copy the weeks in the template, click here 👇

Click on the week you want to move and drag it

You can also copy the weeks. Click on the 3 dots and then on Duplicate

Week 1 has now been copied and a third week is added to the template 🙌

Roll out your template

Start and End date

By default, the dates are set for the whole period. If you wish to roll out the template between other dates, you can select it here.

Overwrite of existing schedule or Add on top of existing schedule

Overwrite of existing schedule. Select this:

  • If it is the first time you are rolling out a template in this period.

  • If you have already rolled out a template before and want to roll out a new one. The new template will then overwrite everything that is already in the schedule.

Add on top of existing schedule. Select this:

  • If you want all the shifts you already have in your schedule to remain and you want to add more shifts to your schedule.

  • If you want to add shifts to your already rolled out schedule. The shifts will be added to the already rolled out schedule.

Advanced roll out criteria

Employees:

All employees in the template are by default selected in this field. If you only want to roll out a new template for one employee, you can untick all others and only roll out the template for one employee.

Shift type:

Here you select the type of shifts to be rolled out

Zones:

Here you can choose which zones that should be rolled out

Once you have made your choices, click Confirm


Before publishing the schedule, you can still make changes to the shifts without your employees seeing it. Once you have finished editing the period, click on Publish to release the schedule and inform your employees.

Good luck! 💪🤩

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