Step 1: Initialize the current week

INITIALIZE THE CURRENT WEEK

 

After you have created your recurring schedule, the next step is to initialize the current week. If you do not use a recurring schedule or do not have a typical schedule, you may skip to step 2.

 

CURRENT SCHEDULE VS. RECURRING SCHEDULE

 

At this point it is important to understand the difference between the current schedule and the recurring schedule.  Up until now, we have been defining the "typical" week, which is what the recurring schedule contains.  Now we are about to enter the current schedule. Unlike the recurring schedule which is only a template, the current schedule holds the actual schedule that employees can view online. The current schedule is the heart of the scheduling system, where schedules are adjusted for specific weeks/months/dates, posted, and viewed by employees. It is the main work area of the system where most managers do the majority of their day to day scheduling. You will notice that the current schedule shows actual dates at the top of each day column, as opposed to the days of the week shown in the recurring schedule.

 

Now let's start scheduling the current week.

 

1. OPEN THE CURRENT SCHEDULE

 

On the far left hand side of the screen, click on Current Schedule in the Time Block Editors menu.

 

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The current schedule will open with the Starting Day defaulting to the current week date.

 

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2. CHOOSE MENU OPTION TO INITIALIZE THE CURRENT WEEK

 

Click on Edit | Initialize this view with time blocks from Recurring Schedule.

 

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3. CONFIRM

 

Confirm that you want to initialize from the Recurring Schedule.

 

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THE RECURRING SCHEDULE HAS BEEN COPIED INTO THE CURRENT WEEK

 

Now each day in your view of the Current Schedule has been populated with copies of the time blocks from each corresponding day of your Recurring Schedule.

 

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What's Next?

 

(1) I want to modify some time blocks before posting my schedule for employees to view

(2) I want to post my schedule.