Once you've created a schedule in ZoomShift, chances are you will want to reuse it or at least part of it. This help guide will show you how to copy the schedule so you don't have to start from scratch each time.
We have a tutorial video that covers some of the information in this article. If you like watching instead of reading you should check it out!
Copying Last Week’s Schedule
If you’d like to copy last week’s schedule to this week you can do so from the tools menu. Click Tools -> Copy Previous Week. You will then see the previous week’s schedule get loaded into week you are looking at. When the shifts are copied they are automatically unpublished. You will need to make sure to publish them when you want them to be visible to your employees.
Creating Schedule Templates
If you have a schedule that you’d like to save for future use you can create a template from it. To create a template click on Tools -> Create Week Template. You will then see a pop-up form like this:
Give your template a name and add a description so you can remember what shifts are in the template. This will take a snapshot of your schedule and you can then apply it to any other week.
Loading Schedule Templates
To load a schedule template just click on Tools -> Load Week Template. You will then see a pop-up like the one below. You can select which template you want to load.
Once you select a template and click apply you will see the template’s shifts get loaded into the week that you are looking at. When the shifts are loaded they are automatically unpublished. You will need to make sure to publish them when you want them to be visible to your employees.
Copying or Templating Only Some Shifts
If you only want to copy or create a template for specific shifts you can do so by using the filtering options. Please see this help guide for more information on how to use the filters on the schedule.
Building Templates Based on Shift Coverage
We often get asked how to build templates that represent ideal shift coverage. You can do this a few ways quite easily in ZoomShift. We wrote this help guide to explain how to do this.