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Copying a Schedule

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TimeWellScheduled gives you three different ways to copy schedules, depending on what you’re trying to accomplish:

  1. Copy one time period to another
  2. Copy one week into multiple future weeks
  3. Use Smart Copy (SQL-driven intelligent copy)

Below is a breakdown of when to use each option and how they work.

1. Copy a Time Period (Week 1/2/3/etc → Future Weeks)

Best for: Repeating a specific schedule pattern (e.g., Week 1 or Week 2 in a bi-weekly rotation) into a future date range.

This is ideal when:

  • You run a rotating schedule
  • You want to duplicate a clean week
  • The future week will look very similar

How It Works

  1. Navigate to the schedule, pick the department and week to copy.
  2. Click the COPY icon
    Copy Icon
  3. Select the first option, change the time period (Week 1, Week 2, etc.).
    Copy a Time Period Option
  4. Select the future date range you want to copy into.
  5. Click CONTINUE.
  6. Confirm the options.
  7. Click PREVIEW.
  8. Click FINISH.

The selected week will be duplicated into the new time period exactly as it appears.

Tip: Always review the destination week after copying to ensure availability, time-off requests, or staffing changes are accounted for.

2. Copy a Week for Multiple Weeks

Best for: Creating multiple weeks at once (e.g., copying this week into the next 4–8 weeks).

This is ideal when:

  • You have a stable staffing pattern
  • You’re building schedules in bulk
  • You want to save time during long planning cycles

How It Works

  1. Navigate to the schedule, pick the department and week to copy.
  2. Click the COPY icon
    Copy Icon
  3. Select the second option, change the time period and how many weeks to repeat
    Copy a Week for Multiple Weeks Option
  4. Click CONTINUE.
  5. Confirm the options.
  6. Click PREVIEW.
  7. Click FINISH.

TimeWellScheduled will automatically populate each selected future week with the same shifts.

Tip: This method works great for seasonal periods when staffing stays consistent.

3. Smart Copy (Intelligent Schedule Copy)

Best for: Copying a week while automatically adjusting for availability and staff changes.

Smart Copy is SQL-driven and more dynamic than traditional copying.

It is ideal when:

  • Staff availability has changed
  • Some employees are no longer active
  • You want fewer manual adjustments
  • You’re copying from last week but need smarter logic

What Smart Copy Does

When copying a schedule, Smart Copy will:

  • Consider employee availability
  • Skip inactive employees
  • Avoid copying shifts for employees who are not available
  • Reduce manual cleanup after copying

Instead of blindly duplicating shifts, Smart Copy helps you start with a more accurate version of the schedule.

How to Use Smart Copy

  1. Navigate to the schedule, pick the department and week to copy.
  2. Click the COPY icon
    Copy Icon
  3. Select the third option, change the time period and which rule for selecting employees
    Smart Copy Option
  4. Click CONTINUE.
  5. Confirm the options.
  6. Click PREVIEW.
  7. Click FINISH.

Review the copied week to ensure coverage is complete and make any final tweaks.

Smart Copy saves time especially in environments where staff availability frequently changes.

Which Option Should I Use?

Scenario Recommended Option
Repeating a rotating schedule Copy Time Period
Building multiple future weeks quickly Copy Week for Multiple Weeks
Copying last week but adjusting for availability Smart Copy

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