Copy periods action

Karishma Updated by Karishma

The 'Copy period' action copies the planned Shifts for the currently selected Group and time period of the Group planner (e.g. day, week, month) forward to subsequent periods. The 'Copy period' action is available in the right-hand pane when the Totals heading is clicked to view the summary, actions and totals of the Group planners current period. Clicking the action opens the following page:

The Source section is pre-populated with the period the Group planner is displayed for before clicking the 'Copy period' action in the Start and End dates fields. This section allows a Supervisor to choose the period to copy the planned Shifts from using the Start and End date fields along with the field to select the Number of times to copy forward. For example, if you enter '2' in the Number of times to copy forward field, then the planned Shifts for the current period will be copied forward into the subsequent two periods.

The Destination section has a field to select what Employee(s) will receive the planned Shifts from the copied period. Click on the Employee field and select the Employee(s) from a drop-down list.

There are additional check-boxes at the bottom in the Elements to copy section. These are TAS, Rostered jobs, Additional payments (expenses etc.) and Planned code changes which are associated with the Shifts in the copied period.

Clicking Submit copies the period forward to the appropriate time period in the Group planner for the selected Employees.

Note: copying a period overwrites any existing planned Shifts and elements in the destination period.

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