Need When using Timeline Scheduling, "schedules" refer to planned, filled (or scheduled) shifts that are required to complete work for a specified time frame. In many cases you might need to copy schedules to future weeks or clear schedules in order to reassign different employees.
...
Am I understanding this correctly? I need more information about schedules.
...
How would the following procedures typically be used?
Generating schedules
Generating schedules allow you to... need more info. Not sure I understand what generating schedules does.
- In the Shift Operations section, click the gear menu (
).
A drop-down menu appears. - From the drop-down menu, select Generate Schedules.
The Generate Schedules dialog box appears. - Complete the fields as necessary.
For more information, see Generate Schedule dialog box - field descriptions. - Click OK.
A Generating Schedules progress bar appears. When the progress bar reaches 100 percent, the schedules have been successfully generated. A Success dialog box appears. It confirms that the schedule was successfully generated. - Click OK.
The Success dialog box closes.
The
Copying schedules
Need more information on why you copy schedules.Copying a schedule allows you to copy all filled shifts from one week to another week so that you do not have to manually duplicate your work. Am I understanding this correctly?
- In the Shift Operations section, click the gear menu ( ).
A drop-down menu appears. - From the drop-down menu, select Copy Schedules.
The Generate Schedules dialog box appears. - Complete the fields as necessary.
For more information, see Copy Schedule dialog box - field descriptions. - Click OK.
A Copying Schedules progress bar appears. When the progress bar reaches 100 percent, the schedules have been successfully copied. A Success dialog box appears. It confirms that the schedule was successfully copied. - Click OK.
The Success dialog box closes.But what happens? Where do I see/access/export these schedules?
Clearing schedules
...
Clearing schedules
Clearing a schedule allows you to remove all assigned employees from the planned shifts
- In the Shift Operations section, click the gear menu ( ).
A drop-down menu appears. From the drop-down menu, select Clear Schedules.
The Clear Shifts dialog box appears. Because you cannot undo the clear, the message asks if you are sure you want to clear all shifts.
Warning icon false Note: Once the shifts have been cleared, you cannot undo this action.
- Complete the fields as necessary.
For more information, see Copy Schedule dialog box - field descriptions. - Click OK.
A Copying Schedules progress bar appears. When the progress bar reaches 100 percent, the schedules have been successfully copied. A Success dialog box appears. It confirms that the schedule was successfully copied. - Click OK.
The Success dialog box closesClick Yes.
All scheduled shifts are cleared from the schedule pane. In the Jobs view, the shift bars return to an unplanned status.