Copying and Moving Shifts/Employees

Additional Functionality for a Shift in a Schedule

We use common methods of Copy/Paste and Click and Drag to move and copy shifts and employees directly in the schedule pane.

This article covers the following topics:

Copy a Shift - available in both the Job Schedule and the employee Schedule

Copy/Move an employee for a portion of a shift in the Schedule - In Job Schedule only

Move an employee in the Schedule - In Job Schedule only

Copy a Shift  

The Copy shift feature copies the shift details and employee, not the job.  Copying an employee from one shift to another will un-schedule them from the original shift for the times that the original shift overlaps with the new shift.

1. Click on a populated Shift Cell for a Job under the Date column in the Schedule grid. The Right Pane will display the Shift Details for the Job & Date selected.

2. Press Ctrl+C

3. Click on a different cell in the schedule and press Ctrl+V (paste)

   1. If you Ctrl+V the shift to a different job on the same day, the employee and shift are copied to the new job.   The original shift remains on the schedule, as vacant

   2. If you Ctrl+V the shift to a different day, the original shift remains on the schedule, with the original employee still scheduled. The copied shift & employee replaces the original shift for the destination job/date
      
      

Copy/Move an Employee for a Portion of a Shift

Note: Moving an employee from one shift to another will un-schedule them from their entire original shift. To move the employee for only a portion of their shift, hold down the ALT key while using the mouse to move the employee name to the portion of the shift they are to fill.

1. Find the employee that you want to move.

2. Hold down the Alt key on the keyboard and simultaneously click their name with the mouse

3. While holding down the left mouse button, Drag the name to the cell where you want to move them to.

4. Release the left mouse button to drop them into that shift

5. A message will appear in the bottom right corner, that the copy/move was successful.

Move an Employee in the Schedule

When you move an employee in a schedule, it removes the employee from their original shift and schedules them in the new target shift.

In the Schedule grid, Drag & Drop the employee from their original shift to the new shift.

1. Find the employee that you want to move.

2. Click their name and, while holding down the left mouse button, Drag the name to the cell where you want to move them to.

3. Release the left mouse button to drop them into that shift.

4. A message will appear in the bottom right corner, that the move was successful.