Creating a New Group Schedule Record from the Existing Record - New Employees

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

1. Click the Schedule tab. The Schedule screen displays.

2. Click either 1 Day View, 7 Day View or 14 Day View. The appropriate Day View displays.

   

3. Click the Copy button on the Tools bar at the top of the page.

   

4. Click the Group Schedule Record to copy. The Copy Group Schedule Record dialog box displays.

   

5. 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.

   

6. 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.

7. Click one of the individual employees records to copy the exception. The Group Schedule Record Add dialog box for that exception displays.

   

8. Select a schedule exception from the Event Type dropdown, if a different exception is desired.

9. Check the Recurrence Config? checkbox. The Mode, Pattern, and Range fields display.

   

10. Select Daily, Weekly, Monthly (by Date), or Monthly (by DOW) from the Mode dropdown.

11. Select the applicable Pattern and Range.

Note: The Pattern and Range choices will be different, based on which option you picked in step 10.

12. Click Save & Close to return to the Schedule page.

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*Note: Not all companies have all of the items described in the Online Help.

*Please note, the ARCOS online documentation is a living document that is always under review. If you see information that is inconsistent with the behavior in the application, or you do not see a page covering an ARCOS feature you would like to know more about, please contact the ARCOS Support Center.