When copying a Group Schedule Record, the user is given three different methods of copying the record. The user can select one of the following create a new group record as a copy of the existing one for the same set of employees, create a new group record as a copy of the existing one for a new set of employees, bring additional employees into the existing group record. Below are steps for create a new group record as a copy of the existing one for the same set of employees.
To Create a New Group Schedule Record as a Copy of the Existing Record for a New Set of Employees
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Click the Schedule tab. The Schedule screen displays.
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Click either 1 Day View, 7 Day View or 14 Day View. The appropriate Day View displays.
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Click the Copy button on the Tools bar at the top of the page.
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Click the Group Schedule Record to copy. The Copy Group Schedule Record dialog box displays.
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Click Yes to the right of "Create a new group record as a copy of this one, for a NEW set of employee(s)?" The eligible target cells turn green.
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Click an individual employee's record if you only want to copy the exception to one employee, and skip to step 8, - OR -
Check the checkbox in the Select column for multiple employees to assign to the new Group Schedule Record.
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Click one of the individual employees records to copy the exception. The Group Schedule Record Add dialog box for that exception displays.
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Select a schedule exception from the Event Type dropdown, if a different exception is desired.
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Check the Recurrence Config? checkbox. The Mode, Pattern, and Range fields display.
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Select Daily, Weekly, Monthly (by Date), or Monthly (by DOW) from the Mode dropdown.
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Select the applicable Pattern and Range.
Note: The Pattern and Range choices will be different, based on which option you picked in step 10.
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Click Save & Close to return to the Schedule page.
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