Copy and paste schedule items

Copy, cut, paste and delete shifts, activities or absences to make manual changes easier.

When you use the copy, cut and delete actions, what is copied, cut or deleted is affected by the schedule layers. The visible layer is always affected first. This can be a main shift or a full-day absence. Separately added activities and overtime activities are connected to the main shift and are removed together with the main shift. Personal activities and part-time absences are only affected if there is no main shift.

EXAMPLE

Select a day with a shift, copy the shift and paste it to another day.
If an agent has called in sick, copy that person's shift and use the Paste special function to paste it to another person's day off as overtime.
Select a day with a full-day absence and select cut. The absence is cut. Any shift underneath remains and becomes visible.
Select a day with a shift, a personal activity and a part-day absence and click Delete. The shift is deleted. The personal activity and the absence remain. If you click Delete again, the personal activity is removed, and the absence remains.

If you want to cut, paste or delete an item that is not in the top layer, use the Cut special, Paste special or Delete special actions.

NOTE Meetings are not affected by the copy, cut, paste and delete actions.

Prerequisites

You have the Schedules permission.
You have the Global functions > View schedules permission.
You have the Global functions > Modify schedules permission and the underlying Modify assignment permission.
You have the Global functions > View unpublished schedules permission to work with unpublished periods.

Page location

Client > Schedules > Open schedule

Procedures

Copy schedule items

Click to select the area to copy from in the schedule view.
Click Copy.

Cut schedule items

Click to select the area to cut from in the schedule view.
Click Cut.

Paste schedule items

Click to select the area where you want to paste the copied or cut items.
Click Paste.

NOTE

There are many considerations when pasting copied or cut schedule items.

If you copy or cut schedule items from multiple days or agents but only select one day to paste to, the selected day is used as the top left corner of the area to paste to and all copied or cut items are pasted.
If the selected area is bigger than the area you copied or cut from, the copied or cut items are automatically pasted repeatedly until the area is filled.
A copied or cut item is no longer available to paste if you add a new schedule item manually between copying or cutting and pasting.
If you copy a schedule item from one agent and paste it to an agent in another time zone, the start and end times are adjusted. For example, if you copy an 8AM to 5PM shift for an agent in Stockholm time zone and paste it to an agent in London time zone, the pasted shift is still 8AM to 5PM in Stockholm time zone, and shows as 7AM - 4PM for the London agent.
When you paste a day off on top of a shift, the underlying shift is deleted.

Delete schedule items

Click to select the area to delete from in the schedule view.
Click Delete.

Cut specific schedule items

Use Cut special to cut specific schedule items.

Click to select the area to cut from in the schedule view.
Right-click and select Cut special.
Select the check boxes of the items to cut.
Click OK.

Paste specific schedule items

Use Paste special to paste specific schedule items.

NOTE You can paste special without using Cut special first. Copy a shift and then use Paste special to paste only the parts of that shift that you want to paste, for example the overtime or personal activity.

Click to select the area to paste to in the schedule view.
Right-click and select Paste special.
Select the check boxes of the items to paste.
If you paste a shift, you can select the Shift as overtime check box to add it as an overtime shift for the agent.
Click OK.

Delete specific schedule items

Click to select the area to delete from in the schedule view.
Right-click and select Delete special.
Select the check boxes of the items to delete.
Click OK.