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Scheduling

Copying schedules

If your weeks look mostly alike, don't rebuild them – copy them. Schedio can duplicate a whole week or a single day, and it never overwrites work you've already done.

Copy a week

The Copy week control sits in the header of the Schedule page. It duplicates the shifts of the week you're looking at, with people still assigned. You choose where the copy goes:

  • Next week
  • In 2 / 3 / 4 weeks
  • Multiple weeks – any number up to 26
  • Until end of month

So if Maria has the last week of May set up the way she wants at Northside Inn, she can copy it across all of June in a single action.

Copy one department or position

When the week has more than one department, Copy week also offers a Department list, and once you pick a department, a Position list for it. Only the shifts you pick are copied – for example, only Housekeeping, or only its Room Attendants. Both lists go back to "All" each time you open Copy week, so a regular copy still takes the whole week.

When you copy one department or position, a target day counts as already scheduled only if it has shifts of that department or position. So you can copy Housekeeping into a week where Front Office is already set up. If a shift was in the department or position you picked but that person now works in a different one, the shift is left out and the result message says so.

Days that already have shifts are skipped

Copying is safe: any target day that already has shifts on it is skipped entirely, so you can't overwrite a day you've already adjusted. The result message tells you exactly what happened – "Copied X shifts. Skipped Y day(s) that already had shifts."

If a day was skipped that you actually wanted replaced, clear its shifts first and copy again.

Breaks and scheduling rules travel with the copy

A copy keeps each shift's breaks, so a copied week has the same paid hours as the week it came from. It is also checked against your scheduling rules: a shift that would break a blocking rule is left out and reported separately from the days that already had shifts, and any copied shift that raises a warning is counted in the result message so you know to look at the week.

Copy a single day

The Copy day dialog copies one day's shifts to other days. You'll see checkboxes for this week's days – the day you're copying from is marked "Source" – and you can also add any other dates outside the current week. Useful when Saturday's schedule should repeat on Sunday, or when a holiday Monday should run like a typical Friday.

Copies are a starting point

A copied week is rarely the final week. Treat it as a draft: copy, then adjust for time off, swaps, and demand. Combined with shift templates from the templates rail, copying is a quick way to keep a steady week in place – and if you'd rather have Schedio propose assignments for the gaps that remain, run Auto-fill afterwards.

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