Move and copy rosters

Move one or more shifts

• To move a single shift to a different day or employee, click on the left hand side of a shift and drag it to a vacant cell.

• To move multiple shifts:
  • Select the “Roster actions” button on the bottom right of the screen.
  • Select “Highlight roster”.
  • Highlight shifts to copy by selecting and dragging over relevant shifts (note you can only select consecutive shifts in one employee’s column to copy).
  • NOTE: Highlighted shifts will have a light green highlight.
  • To change your highlight selection press the X in the top right of your highlighted section.
  • Select and drag these shifts over to the relevant vacant cells.
  • When complete select the “Roster actions” button on the bottom right of the screen.
  • Select “Done” to exit highlight mode.

Copy one shift - to a different day or employee

• To copy a shift to another day, click and hold the right hand side of the shift.
• Drag the shift to the date and employee you want to drop it in.

Copy multiple shifts - to a different day or employee

• Select the “Roster actions” button on the bottom right of the screen.
• Select “Highlight roster”.
• Select and hold down over shifts to select them.
  • Note: Highlighted shifts will have a light green highlight. You can only select consecutive shifts in one employee’s column to copy
  • To change your highlight selection press the X in the top right of your highlighted section.
• Select and hold the ‘Copy’ icon on the bottom right of your selection

• Drag and drop shifts to the vacant area of the roster you wish to copy to.
• Repeat for any other shifts to copy.
• When complete select the “Roster actions” button on the bottom right of the screen.
• Select “Done” to exit highlight mode.

Copy roster for one or more employees for a specific date range

• Select the “Roster actions” button on the bottom right of the screen.
• Select “Copy roster” to replicate shifts across different date ranges and for different employees.
• Select the employee/s whose roster you wish to copy.
• Select the “Copy start date”: The first date of the existing roster you’re copying.
• Select the “Copy end date”: The last date of the existing roster you’re copying.
• Select the “Copy until date”: The date you want the roster to be copied up to. 
  • e.g. Copy existing roster from 1 - 7 Jan until 30 Jan. This will mean the roster will be populated from 8 - 30 Jan for the specific employees.
  • Tip: You can use this technique to copy a roster for a long period of time (e.g. months or even years).
  • Note: The copied roster will begin the first day after the ‘copy end date.’ It will not skip over closed days etc. We recommend selecting a full roster/cycle to copy e.g. 7 days Mon - Sun, incl. closed days to ensure days remain aligned (e.g. previous Tuesday copies to next Tuesday).

• Scroll down to view the copied roster entries to confirm they are accurate.