Need more information about schedules.

• What are they?
• What do they do?
• Why are they important?
• How are they used?

Generating schedules

Generating schedules allow you to... need more info.When using Timeline Scheduling, "schedules" refer to planned, filled (or scheduled) shifts that are required to complete work for a specific time frame. The Shift Operations menu provides several features that can be used for developing work schedules.

To access Timeline Scheduling:

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generating-schedules generating-schedules

Generating schedules

Prerequisites:

• Configure thorough, accurate employee availability.
• Enter all time-off requests.

Generating schedules autoschedule employees. When you generate schedules, the software assigns employees to all unfilled, planned shifts.

1. In the Shift Operations section, click the gear menu ( Image Modified ).
   A drop-down menu appears.
2. From the drop-down menulist, select Generate Schedules.
   The Generate Schedules dialog box appears.
3. Complete the fields as necessary.
   For more information, see Generate Schedule dialog box - field descriptions.
4. 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 to confirm the successful generation. It confirms that the schedule was successfully generated.
5. Click OK.
   The Success dialog box closes.
   But what happens? Where do I see/access/export these schedules?

Copying schedules

...

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Copying schedules

When you copy a schedule, you can copy all filled shifts from one week to another week. This feature is helpful if you are not interested in using the Generate Schedules option for autoscheduling or if you are in a department where the schedule does not change much from planning period to planning period. 

1. In the Shift Operations section, click the gear menu ( Image Modified ).
   A drop-down menu appears.
2. From the drop-down menulist, select Copy Schedules.
   The Generate Schedules dialog box appears.
3. Complete the fields as necessary.
   For more information, see Generate see Copy Schedule dialog box - field descriptions.
4. Click OK. 
   A Generating Copying Schedules progress bar appears. When the progress bar reaches 100 percent, the schedules have been successfully generatedcopied. A Success dialog box appears to confirm the successful generation. It confirms that the schedule was successfully copied.
5. Click OK.
   The Success dialog box closes.
   But what happens? Where do I see/access/export these schedules?

Clearing schedules

...

1. . All selected scheduled shifts are copied to the specified week.

Clearing schedules and shifts

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Clearing schedules

Clearing schedules remove all assigned employees from the planned shifts. Use this option if you want to completely start over with the process of assigning planned shifts. 

1. In the Shift Operations section, click the gear menu ( Image Added ).

2. From the drop-down list, select Clear Schedules.
   The Clear Schedules dialog box appears. Because you cannot undo the action, the message asks if you are sure you want to clear all shifts. 

   Warning
   icon false
   Warning: After the schedules have been cleared, you cannot undo this action.

   
   

3. Click Yes.
   The Clear Schedules dialog box closes. All scheduled shifts are cleared from the schedule pane. In the Jobs view, the shift bars return to an unplanned status.

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Clearing shifts

Clearing shifts deletes all shifts and removes the shift bars from the schedule pane. This feature is useful if you want to create your own shifts rather than use the planned shifts that are available on the schedule pane.

1. In the Shift Operations section, click the gear menu ( Image Added ).
   A drop-down menu appears.

2. From the drop-down list, select Clear Shifts.
   The Clear Shifts dialog box appears. Because you cannot undo the action, the message asks if you are sure you want to clear all shifts. 

   Warning
   icon false
   Warning: After the shifts have been cleared, you cannot undo this action.

   
   

3. Click Yes.
   The Clear Shifts dialog box closes. All scheduled shifts are cleared from the schedule pane.