Schedule Patterns

You can create or use a pattern template for a single employee, multiple employees, a schedule group, or employees sharing the same employment terms.

1. In the schedule, open the Schedule Pattern glance for specific employees having the same schedule pattern, by doing one of the following:
   • Double-click an employee.
   • Right-click an employee, a schedule group row, or a employment terms row, and select Schedule Pattern.
   • Select the checkbox next to the employee’s name to select multiple employees, then right-click any one of them and select Schedule Pattern.
   • Use shift-select or Ctrl-select to select multiple employees, then right-click any one of them and select Schedule Pattern.

   Note If the Schedule Pattern glance appears with a schedule pattern already defined, select Add New Pattern before you begin.
2. Select Pattern Template at the top of the glance, then select a template.
   Note Search for the name of a template by typing any part of the template name in the search box.
3. Verify the Start Date and (optionally) an End Date to indicate the effective period of the pattern.
4. Select the Override Other Patterns checkbox if the pattern should overwrite any shifts and paycodes created by a previously applied schedule pattern.
5. Select Apply.
6. Select Save.

You can create a schedule pattern for a single employee, multiple employees, a schedule group, or employees sharing the same employment terms.

1. In the schedule, open the Schedule Pattern glance for specific employees having the same schedule pattern, do one of the following:
   • Double-click an employee.
   • Right-click an employee, a schedule group row, or a employment terms row, and select Schedule Pattern.
   • Select the checkbox next to the employee’s name to select multiple employees, then right-click any one of them and select Schedule Pattern.
   • Use shift-select or Ctrl-select to select multiple employees, then right-click any one of them and select Schedule Pattern.

   Note If the Schedule Pattern glance appears with a schedule pattern already defined, select Add New Pattern and enter a pattern name before you begin.
2. Specify a Start Date and (optionally) an End Date to indicate the effective period of the pattern.
3. At the Define Pattern For field, specify the length of the cycle that repeats (in days or weeks).
4. Select the Override Other Patterns checkbox if the pattern should overwrite any shifts and paycodes created by a previously applied pattern. Otherwise, shifts and paycodes in the current pattern are added to those previously created.
   Note Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts.
5. Create a shift for any cell using one of the following methods.
   • Right-click the cell and select Insert Shift Template, then select a template.
     • You can also select multiple cells (using shift-click or control-click), right-click one of them, select Insert Shift Template, then select a template.
   • Select Shift Template at the top of the glance, then select a template, then select the cell where you want to create the shift. You can add the same shift template simply by selecting additional cells. When you are finished creating that type of shift, select Shift Template to deactivate the quick action.
   • Right-click the cell and select Add Shift, then define the shift parameters. You can also select multiple cells (using shift-click or control-click), right-click one of them, and select Add Shift to open the Add Shift panel. Define the shift parameters to insert the same kind of shift in each selected cell.
   • You can also use the quick action Copy-Paste to copy a shift and paste it in a different date cell. See Quick Actions for editing Schedule Patterns, later in this document.

   Note Create shifts in the cell of the day they begin. For example, a shift that begins at 11:30 pm Monday is created in the Monday cell, even though most of the shift is on Tuesday. 
6. Define the availability pattern for any cell. Right-click the cell and select Edit Availability, then define the Availability parameters for that cell.
7. You can also select multiple cells (using shift-click or control-click), right-click one of them, and select Edit Availability to open the Edit Availability panel. Define the availability parameters to apply to all the selected cells.
8. Create a paycode for any cell. Right-click a cell or a shift and select Add Paycode, then define a paycode, and select Apply.
   Note Leave any cell blank to represent a day that has no shift or paycode.
9. Select Apply. The Schedule Pattern glance closes, and the pattern is applied for the loaded period.
10. On the main schedule page, select Save. The pattern is rolled out for its entire length.