Assign and Create Schedule Patterns

Heads up! Watch these optional scheduling videos, "Add a Schedule Pattern" and "Edit Schedule Patterns".

Try it!: Practice "assigning schedule patterns".

Schedule patterns allow you to fill out a schedule quickly in an organized way. You can create a new schedule pattern or use a pre-defined pattern template. You can assign patterns to any employee or group of employees.

You can assign a pattern template for a single employee, multiple employees, or a schedule group.

Select the check box next to the employee name(s), 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 the Add New Pattern tab.

Select Pattern Template at the top of the glance.

Tip: You can also search for the name of a template by typing any part of the template name in the Search box.

Verify the Start Date and (optionally) an End Date to indicate the effective period of the pattern.
Select the Override Other Patterns check box if the pattern should overwrite any shifts and paycodes created by a previously applied schedule pattern.
Select Apply. The Schedule Pattern glance closes, and the pattern is applied for the loaded period.
On the main schedule page, select Save. The pattern is rolled out for its entire length.

Pattern Template glance shows steps 2 through 5

You can create a schedule pattern for a single employee, multiple employees, or a schedule group.

Open the Schedule Pattern glance for specific employees having the same schedule pattern, right-click an employee and select Schedule Pattern or select the check box next multiple employee names, 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.

To name the new schedule pattern, select the arrow in the New Pattern tab and choose Rename.
Specify a Start Date and (optionally) an End Date to indicate the effective period of the pattern or accept the default value of Forever as the end date.
In the Define Pattern For fields, specify the length of the cycle that repeats (in days or weeks).
Select the Override Other Patterns check box 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.

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, 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.

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.

Tip: Leave any cell blank to represent a day that has no shift or paycode

Select Apply. The Schedule Pattern glance closes.
On the main schedule page, select Save. The pattern is rolled out for its entire length.