How to copy shifts within the same schedule, or between different schedules
You can quickly and easily copy shifts, both within the same schedule or between different ones. When copying shifts, you'll have the option to copy them for one or more days at a time. For example, you could copy just a single date or an entire week if you need. You'll even have the option to copy only the shifts, or both the shifts and their assignments.
To get started:
- Click on Schedules in the LibStaffer navigation bar.
- Click on the Cog button and select Copy Shifts from the dropdown.
- This will take you to the Clone Shifts page, where the destination schedule (i.e. where your copied shifts will be added) will be set to the schedule you were viewing. However, you can change this using the Clone Shifts for Schedule dropdown at the top of the page.
Selecting source shifts for cloning
The first step is to select the shifts you want to copy.
- From the Source Schedule dropdown, select the schedule containing the shifts you want to copy.
- Use the Copy Date Range field to select the date(s) you want to copy.
- You can select a single date, or a range of dates using the built-in date pickers.
- You cannot select individual shifts on a date -- all shifts on the selected dates will be copied.
- Click on the Find & Preview Shifts button. This will display a list of all matching shifts in the Preview of Source Shifts column.
- The list will include all shifts and their current assignments.
- You can adjust your date range and run the preview again until you've landed on the dates you want to copy.
Select destination for cloned shifts
The second step is to select the start date for your copied shifts, how many copies to create, and whether to clone the shift assignments along with the shift times.
- Use the Destination Start Date to select when to start adding your copied shifts.
- If you are copying only a single date, then shifts will only be copied to the selected start date.
- If you are copying a range of shifts, then that entire range will be added starting on the date you select. For example, if you select a start date of May 1 and are copying 7 days of shifts, then 7 days of shifts will be added starting on May 1 and ending May 7.
- From the Repeat dropdown, select how many copies of each shift to create.
- For example, if you select 1x, then the exact number of shifts will be added.
- But, if you select 2x, then two copies of each shift will be added.
- From the Clone dropdown, select whether to copy the shift assignments along with the shift times.
- Shift times only: this will only copy the shifts, not the original assignments. The new shifts that are added will all be unassigned.
- Shift times and staff assignments - Verbatim: this will copy both the shifts and their original assignments. The new shifts will retain these assignments without checking for time off or other conflicts.
- Shift times and staff assignments - Check availability: this will copy the shifts, but will only copy the assignments if the assigned staff are available on the new dates. If there is a conflict (such as with time off), the new shift will be unassigned.
- For example, if a person originally assigned to a copied shift is unavailable on the new date due to approved time off, then the new shift will be unassigned.
- Click the Clone Shifts button.
- When finished processing your request, LibStaffer will display the Result Summary listing all copied shifts and their assignments (if applicable).
- If you were copying shift assignments and checking availability, the summary will indicate when a conflict was encountered, leaving a shift unfilled.
- If you are copying a recurring shift, please note that the new shift will be created as a one-time shift.
- If you are copying a recurring shift, and you are adding it to a date that already contains a shift in that recurring series, a copy will not be created. If you need to extend an existing recurring shift, you can do so by editing the shift and picking a new end date.