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Create Schedules: How do I copy an existing schedule?

Andrew -

Administrators and Managers can copy an existing schedule for a unit from one schedule week to a future schedule week.  This includes the ability to copy a specific department, area, or job. 

To copy a schedule:

  • Open the unit's schedule and proceed to the schedule you want to copy.
  • On the top, click Additional Actions and click Copy Schedule

  • Select the departments, areas, or jobs to be copied. Click Next.

  • You will be prompted to determine which items you want to copy.  You can select from:
      • Copy Assigned Team Members and shifts, with the option for tasks
      • Copy all shifts, but do not assign Team Members with the option for tasks
      • Copy assigned Team Members but do not copy shifts
  • Make your selection and click Continue.

  • You will be prompted to select the schedule week for the copied schedule.  Use the calendar or the recommended weeks.  Click Copy Schedule.

 

  • You will receive notification that the schedule has been copied to the week you selected.  You can proceed to edit the new schedule.

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