{"id":729,"date":"2018-11-23T18:37:26","date_gmt":"2018-11-23T18:37:26","guid":{"rendered":"\/agile\/?post_type=ht_kb&p=729"},"modified":"2024-08-08T20:50:03","modified_gmt":"2024-08-08T20:50:03","slug":"how-to-use-the-copy-schedules-function","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/how-to-use-the-copy-schedules-function\/","title":{"rendered":"How to use the Copy Schedules function"},"content":{"rendered":"
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Step 1 – Find the schedule you want to copy. Example: Nathan Fillion for the week of Sept 27th to Oct 3rd.<\/h3>\n

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Step 2 – Click Copy Schedules button.<\/h3>\n<\/div>\n<\/div>\n

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Step 3 – On the left, choose the employee and date range you want to copy from (the source data)Example: Nathan Fillion for the week of Sept 27th to Oct 3rd<\/h3>\n<\/div>\n<\/div>\n

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Step 4 – On the right, choose the employee(s) and date range you want to copy to (the target data)Example: The rest of the production department, for Sept 27th to Oct 3rd.<\/h3>\n<\/div>\n<\/div>\n

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Step 5 – Select the optional parameters if needed.<\/h3>\n

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Step 6 – Click Copy.<\/h3>\n

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Step 7 – Once your schedules are copied, click Back to Grid.<\/h3>\n<\/div>\n<\/div>\n

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Step 8 – Your schedules are copied and ready.<\/h3>\n<\/div>\n<\/div>\n

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Additional Information<\/h3>\n
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Normally you want to copy in the same date range, however you have the option to copy one employee\u2019s schedule, to another group of employees, for a different week.<\/p>\n

The optional parameters:<\/p>\n

Labour Allocation Changes \u2013 copies any department allocation or job costing that you have scheduled. You would only use this if you are scheduling job or department changes ahead of time.<\/p>\n

Absences \u2013 If you have someone on vacation or another absence type, you can copy the absences. You would only use this if your other employees were going to have the same scheduled absences.<\/p>\n

Overwrite Existing \u2013 This will overwrite any existing schedules in your target data. This is useful if you already have some schedules setup and you want to remove them and replace them with your source employee\u2019s schedule<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Step 1 – Find the schedule you want to copy. Example: Nathan Fillion for the week of Sept 27th to Oct 3rd. Step 2 – Click Copy Schedules button. Step 3 – On the left, choose the employee and date range you want to copy from (the source data)Example: Nathan…<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[5],"ht-kb-tag":[],"class_list":["post-729","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-scheduling"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/729","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=729"}],"version-history":[{"count":1,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/729\/revisions"}],"predecessor-version":[{"id":730,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/729\/revisions\/730"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=729"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=729"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=729"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}