Create Schedule Patterns

Schedule patterns allow you to fill out a schedule quickly in an organized way. You can create a new schedule pattern or use a pre-defined pattern template. You can assign patterns to any employee, multiple employees, or to a Schedule Group.

Assign an existing pattern template

You can create or use an existing pattern template for a single employee, multiple employees, a schedule group, or employees sharing the same employment terms.

Select the employees or schedule group

1. Open the Schedule Pattern glance for specific employees having the same schedule pattern, by doing one of the following:
   • Double-click an employee.
   • Right-click an employee or a schedule group row and select Schedule Pattern.
   • Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern.
   • Use shift-click or Ctrl-click to select multiple employees, then right-click any one of them and select Schedule Pattern.

Select the pattern template

1. Click Pattern Template at the top of the glance, then select a template.
   • Note: Search for the name of a template by typing any part of the template name in the search box.
2. Verify the Start Date and (optionally) an End Date to indicate the effective period of the pattern.
3. Select the Override Other Patterns check box if the pattern should overwrite any shifts and paycodes created by a previously applied schedule pattern.
4. Click Apply. The Schedule Pattern glance closes, and the pattern is applied for the loaded period.
5. On the main schedule page, click Save . The pattern is rolled out for its entire length.

Create a schedule pattern

You can create a schedule pattern for a single employee, multiple employees, or for a schedule group.

Select the employees or schedule group

1. Open the Schedule Pattern glance for specific employees having the same schedule pattern, do one of the following:
   • Double-click an employee.
   • Right-click an employee or a schedule group row and select Schedule Pattern.
   • Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern.
   • Use shift-click or Ctrl-click to select multiple employees, then right-click any one of them and select Schedule Pattern.

Define the pattern

1. Specify a Start Date and (optionally) an End Date to indicate the effective period of the pattern.
2. In the Define Pattern For field, specify the length of the cycle that repeats (in days or weeks).
3. Select the Override Other Patterns check box if the pattern should overwrite any shifts and paycodes created by a previously applied pattern. Otherwise, shifts and paycodes in the current pattern are added to those previously created.

4. Create a shift for any cell using one of the following methods:
   • Right-click the cell and select Insert Shift Template, then select a template.
   • You can also select multiple cells (using shift-click or control-click), right-click one of them, click Insert Shift Template, then select a template.
     • Click Shift Template at the top of the glance, then select a template, then click the cell where you want to create the shift. You can add the same shift template simply by clicking additional cells. When you are finished creating that type of shift, click Shift Template to deactivate the quick action.
     • Right-click the cell and select Add Shift, then define the shift parameters. You can also select multiple cells (using shift-click or control-click), right-click one of them, and click Add Shift to open the Add Shift panel. Define the shift parameters to insert the same kind of shift in each selected cell.
     • You can also use the quick action Copy-Paste to copy a shift and paste it in a different date cell. See Quick Actions for editing Schedule Patterns, later in this document.
     • Note: Create shifts in the cell of the day they begin. For example, a shift that begins at 11:30 pm Monday is created in the Monday cell, even though most of the shift is on Tuesday.
   • Define the availability pattern for any cell. Right-click the cell and select Edit Availability, then define the Availability parameters for that cell.
     You can also select multiple cells (using shift-click or control-click), right-click one of them, and click Edit Availability to open the Edit Availability panel. Define the availability parameters to apply to all the selected cells.
   • Create a paycode for any cell. Right-click a cell or a shift and select Add Paycode, then define a paycode, and select Apply.
     • Note: Leave any cell blank to represent a day that has no shift or paycode

Apply the Pattern

1. Click Apply. The Schedule Pattern glance closes, and the pattern is applied for the loaded period.
2. On the main schedule page, click Save . The pattern is rolled out for its entire length.

Quick Actions

You can also use the following Quick Actions to edit Schedule Patterns:

Insert Shift Template

What: Creates and assigns shifts from a shift template.

How: Select the template from the list that appears, then select a date cell, whether empty or not. Click other date cells as needed to assign the same template to them as well.

Paycode

What: Replaces an assigned shift with a paycode.

How: Select the category and paycode, then click an assigned shift:

• • The paycode replaces the entire duration of the shift.
  • Click additional shifts as needed to replace them with the same paycode.

Copy / Paste

What: Copies and pastes a shift or a paycode.

How: Click the shift to copy, then select the date cell where you want the copied shift to appear. Repeat to paste the same item in another cell.

Delete

What: Deletes a shift or a paycode.

How: Click the item to delete.

Modifying Patterns

There are several ways to modify a pattern. You can:

• Assign a different pattern to an employee, replacing the previous pattern starting from a certain date. (See Add an existing pattern template.)
• Overlay two patterns for an employee, for example, a weekend pattern and a weekday pattern. (Do not select Override Other Patterns. This will assign both patterns to the employee.)
• Temporarily replace an employee's pattern for a period of time, after which the previous pattern resumes. (Specify an End Date when assigning the temporary pattern.)