Go to the "Schedule" page.
If needed, adjust the filters. Click Go.
In the top left corner of the schedule, you will see 3 options to use while scheduling: Single Day, Multi Day, and Pattern.
Turn the Pattern tool on.
On one of the shift rows, select the day that you'd like the employee's pattern to start.
A box will pop up that will give you the option to either add, replace, or remove a pattern.
To Add a Pattern
Select Add an Employee to this Shift Row.
The start day will default to the day originally selected on the schedule.
Select the Position of the employee you would like to add:
Select the employee you would like to assign this pattern to where it says Assign this Employee:
You have two options when adding a pattern: Choosing a Numeric Sequence or using the Visual Pattern tool. The Visual Pattern Tool simplifies the process of creating recurring schedules, supporting weekly, bi-weekly, and tri-weekly patterns to meet organizational needs.
Numeric Sequence
Numeric Sequence
Use the Numeric Sequence pattern tool for patterns that repeat on a non-weekly basis (i.e. 4 days on, 2 days off = 4,2 pattern).
Choose the numeric pattern you'd like to apply from the drop-down list. If the pattern you want is not in that list, you will need to find it and add it by clicking on Add Patterns to Your List.
Visual Pattern Tool
Visual Pattern Tool
Use the Visual Pattern Tool for schedules that repeat weekly, bi-weekly, tri-weekly, etc. up to every 6 weeks. The number of weeks selected is how often the pattern will repeat.
After selecting how often the pattern repeats itself, select which days the employees work in that time frame.
Click Submit.
Review the pattern you selected. If correct, click Process at the bottom.
*This will add the pattern for 1 year
To Replace a Pattern
You can use the pattern tool to replace an old employee for a new one.
Select Replace an Employee on this Shift Row.
Select the Position of the employee you would like to add:
Where it says Assign this Employee, select the employee's name you want added to the schedule.
Where it says To Replace this Employee, select the name of the employee being replaced.
Click Process to finish.
To Remove a Pattern
To remove an employee's pattern completely, select Remove an Employee from this Shift Row.
Where it says Remove this Employee, select the employee's name you want removed from the schedule.
Click Process at the bottom of the page. This ensures that the employee's schedule is updated accurately from the selected day onward.
*It will not adjust previous months schedules. Only current and future months.