Copy, duplicate and split shifts

This page is for planners. You need to be a Planning Administrator. Copies are always drafts: nothing reaches an employee until you publish.

Copy the previous week#

Use this when a week looks like the week before.

1. Open Planning → Schedule → By Resource. Set the filters you want: only the shifts you can see with the current filters are copied.
2. Press Plan and choose Copy Previous Week.
3. In From and To, choose the period to fill. It starts on the current week. The shifts copied are those that started exactly seven days earlier in the same span.
4. Press Copy.

A message says "n shift(s) copied from the previous week." If some were not copied it adds "n skipped because the resource is already busy."

What is copied and what is not:

• Copied: shifts (not forecasts) with their person, role, break, note and project, moved forward seven days, as drafts.
• Not copied: shifts that belong to a repeating series (their series already fills the week) and shifts whose person is already busy at the new time. Copying a conflict would only create a clean-up job.
• The source shifts are marked as copied (the technical field Copied to the Next Week).

Duplicate one shift#

1. Open the shift and press Duplicate, or choose Duplicate on the shift's card on the schedule.

2. Choose a Mode:

   Mode	Copies the shift to
   Next day	The following day.
   Rest of this week	Each day after it, up to Sunday.
   Choose dates	Each day from From to To (at most a year apart). Tick Weekdays Only to leave out Saturday and Sunday.
   To another person	The same day and times for another Person. Leave Person empty to create an open shift.

3. Press Duplicate.

[planning-duplicate-dialog]

A message says "n copy(ies) created as drafts." and, if any day was skipped because the person is already busy, "n day(s) skipped: the person is already busy." The copies use the same local start and end times as the original, whatever the day.

Split one shift#

Use it when one shift becomes two, for example when two people share an evening.

1. Open the shift and press Split, or choose Split on its card.
2. Starts and Ends show the shift. Split At proposes the middle, rounded to a quarter of an hour. Change it to the time where the first part should end.
3. Tick Leave the Second Part Open if the second part should become an open shift that anyone qualified can take.
4. Press Split.

[planning-split-dialog]

The first shift now ends at the split time. A second shift covers the rest, with the same role, note and state. The break stays with the longer part so that the two allocations add up to the original. A note in the chatter says "Split at ...; the rest of the shift is now a separate shift." If the shift was published, both parts are flagged To Publish Again; publish to tell the employee.

Messages you may see#

Next#

• Publish the schedule
• Resolve shift warnings