Envision Cloud User Guide

Copy Schedules

Hide Navigation Pane

Copy Schedules

 This is the first topic This is the last topic  

Copy Schedules

 This is the first topic This is the last topic JavaScript is required for the print function  

EmployeeWorkScheduleCopyButton

 

The following screen appears when you click the "Copy Schedule" button on the employee schedule screen.  This screen allows you to copy a schedule you have created for one week to as many weeks as you wish (up to a year out).  If there are duplicates already scheduled in the destination time period, they will be overwritten.

 

EmployeeWorkScheduleCopyEmployeeWorkScheduleCopyDates

Copy Schedule Options

 

Select either All Employees or Single Employee.  If you select Single Employee, you must select the employee from the drop down list.

 

Copy Weeks

 

Schedule to Copy

 

Select the weeks you wish to copy forward. For example, if you choose to copy the Next 2 Weeks, this will copy this week's schedule and next week's schedule forward.

 

Number of Times to Copy Schedule

 

Enter the number of times you wish to copy forward the schedule.

 

Important Note: You may copy a schedule forward a maximum of 52 weeks. If you wish to copy an employee's schedule further than that, first copy the schedule forward 12 months. Then, use the small calendar in the upper left to move to the last week that copied. You may then copy the schedule forward another 12 months or 52 weeks from that date.

 

Copy By Date Range

 

Copy Start Date

 

Select the beginning date of the date range that you wish to copy. This defines the date range that you want copied.

 

Copy End Date

 

Select the last date of the date range that you wish to copy. This defines the date range that you want copied.

 

To Date

 

Choose the day that you wish the copying to begin on. This designates which date to begin duplicating the date range entered above.

 

Important Note: It is recommended to select the same day of the week in the first and third boxes so that the schedule copies forward smoothly.

 

Do Not Overwrite Any Existing Schedules

 

This option is pre-selected. This option will not allow changing schedules that have already been input and is recommended to stay selected if you are simply carrying a schedule further in advance or adding an additional work day to the week.