Assign a Schedule Pattern
Heads up! Watch a related video, "Add a Schedule Pattern".
Schedule patterns allow you to fill out an employee’s schedule quickly in an organized way. You can create a new schedule pattern or use an existing pattern template. You can assign patterns to any employee or group of employees.
You can assign a pattern template to a single employee, multiple employees, or a schedule group.
To assign a schedule pattern:
- Open the Schedule Pattern glance for specific employees having the same schedule pattern, by doing one of the following:
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- Double-click an employee.
- Right-click an employee or a schedule group row and select Schedule Pattern.
- Select the check box next to the employee’s name to select multiple employees, then right-click any one of the employees and select Schedule Pattern.
Note: If the Schedule Pattern glance appears with a schedule pattern already defined, select Add New Pattern before you begin.
- Select Pattern Template at the top of the glance, then select a pattern template from the list.
Note: Search for the name of a template by typing any part of the template name in the Search box.
- Verify the Start Date and (optionally) an End Date to indicate the effective period of the pattern.
- Select the Override Other Patterns check box if the pattern should overwrite any shifts and paycodes created by a previously applied schedule pattern.
- Select Apply. The Schedule Pattern glance closes, and the pattern is applied for the loaded period.
- On the main schedule page, select Save. The pattern is rolled out for its entire length.
