Edit a Schedule Pattern

Managers can edit an assigned schedule pattern in the Schedule Pattern Editor, either to modify as of a specific date going forward, or to overwrite the existing pattern from the last sign-off date.

1. In the schedule, access the Schedule Pattern Editor for specific employees having the same schedule pattern by one of the following methods.
   • Double-click an employee.
   • Right-click an employee, a schedule group row, or an employment terms row, and then select Schedule Pattern.
   • Select the checkbox next to employee names to select multiple employees, right-click any one, and then select Schedule Pattern.
   • Use shift-select or Ctrl-select to select multiple employees, right-click any one, and then select Schedule Pattern.
2. If there are multiple pattern tabs, select the tab of the pattern you want to edit, and then select Edit from the drop-down list.
3. From the Edit Pattern dialog box, select the applicable option.
   • Modify as of Date ends the current pattern and begins the modified pattern as of the date you specify. You are required to enter a Start Date.
   • Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the modified pattern.
4. Select Apply.
5. (Optional) Specify an End Date to indicate the effective period of the pattern.
6. At the Define Pattern For field, specify the length of the cycle that repeats (in days or weeks).
7. Create a shift for any cell using one of the following methods.
   • Right-click the cell, select Insert Shift Template, and then select a template. You can also select multiple cells (using shift-click or control-click), right-click one, select Insert Shift Template, and then select a template.
   • Select Shift Template at the top of the glance, then select a template, and then choose 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, select Add Shift, and then define the shift parameters. You can also select multiple cells (using shift-click or control-click), right-click one, and then 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.
     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.
8. Create a paycode for any cell. Right-click a cell or a shift, select Add Paycode, define a paycode, and then 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.