{"id":731,"date":"2018-11-23T18:43:25","date_gmt":"2018-11-23T18:43:25","guid":{"rendered":"\/agile\/?post_type=ht_kb&p=731"},"modified":"2024-08-08T20:49:58","modified_gmt":"2024-08-08T20:49:58","slug":"how-to-use-the-mass-copy-function","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/how-to-use-the-mass-copy-function\/","title":{"rendered":"How to use the Mass Copy function"},"content":{"rendered":"
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Step 1 – Select your employees and the date range.<\/h3>\n<\/div>\n<\/div>\n
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Step 2 – IMPORTANT: Always choose a full 7 day week when mass copying (unless you are doing a multi-week rotation \u2013 see additional info below).<\/h3>\n<\/div>\n<\/div>\n<\/div>\n
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Step 3 – When your schedules for that week are ready, click the Mass Copy Button.<\/h3>\n<\/div>\n<\/div>\n<\/div>\n
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Step 4 – Note that the target start is automatically the next available day, no need to change it.<\/h3>\n<\/div>\n<\/div>\n

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Step 5 – Choose the number of iterations (i.e. number of full 7 day weeks) you want to copy.We recommend a maximum of 8 weeks at a time<\/h3>\n<\/div>\n<\/div>\n<\/div>\n
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Step 6 – Select your optional parameters.<\/h3>\n<\/div>\n<\/div>\n<\/div>\n
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Step 7 – Click Copy.<\/h3>\n<\/div>\n<\/div>\n<\/div>\n
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Step 8 – Once your schedules are copied, you can click close to the pop up.<\/h3>\n<\/div>\n<\/div>\n<\/div>\n
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Step 8 – Once your schedules are copied, you can click close to the pop up.<\/h3>\n<\/div>\n<\/div>\n<\/div>\n
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Additional Information<\/h3>\n
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Mass Copy takes whatever is one the screen, which is all employees listed for all days listed, and makes a copy those employees\u2019 schedules for that amount of days. It\u2019s important always to select a full week of 7 days, or if doing a multi-week rotation, a multiple of 7 days, for example 14 days, 21 days etc\u2026 The reason for this is if you only select 5 day (for example Mon \u2013 Fri), the mass copy would put Monday\u2019s schedule on the first available next day, which is Saturday, Tuesdays would be on Sunday, etc\u2026 With 7 days selected, everything lines up.<\/p>\n

If you have a 2 week rotation, for example Monday \u2013 Thursday on week 1, and Tuesday to Friday on week 2, you can complete the two week schedule, then do a mass copy of all 14 days. Each iteration will now be a 14 day period that is copied.<\/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 employees were going to have the same scheduled absences.<\/p>\n

Overwrite Existing \u2013 This will overwrite any existing schedules in the period time you are copying to. This is useful if you already have some schedules setup and you want to remove them and replace them with what\u2019s currently on screen.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Step 1 – Select your employees and the date range. Step 2 – IMPORTANT: Always choose a full 7 day week when mass copying (unless you are doing a multi-week rotation \u2013 see additional info below). Step 3 – When your schedules for that week are ready, click the Mass…<\/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-731","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\/731","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=731"}],"version-history":[{"count":1,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/731\/revisions"}],"predecessor-version":[{"id":732,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/731\/revisions\/732"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=731"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=731"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=731"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}