Copy and paste single-instance assignments

In Hours or Day views, and in fish-eye view View in WFM that allows you to easily see the detailed, hourly schedule of any day while in Week or Period view. in Week or Period views, you can copy a single-instance assignment from the calendar and paste it into another valid time interval for the same employee, or for a different employee. You can paste the components on any day in the current scheduling period, or in a different scheduling period of the same or different campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads..

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For example, you can copy a shift Work period in WFM that has a definite length., which includes OT extensions and shift events, from one employee to another. You can also copy an unavailability event Scheduled event in WFM that indicates an employee is unavailable for scheduling. The scheduling engine does not schedule a shift that overlaps with an unavailability event. from one time interval for an employee, and copy it to another time interval for the same employee.

In Week or Period views, you can only copy and paste assignments to and from fish-eye view. In addition, you cannot copy individual shift events, classes, recurring events, floating events, or recurring floating events. If you copy a shift, and the shift includes shift events and OT extensions, those components are copied along with the shift.

Before you begin

Select campaign data for schedules or Select no campaign for schedules

Procedure

Select one of the following views from which to copy components:
- Hours view
- Day view
- Fish-eye view in Week or Period views
From an employee row, select the assignment you want to copy (such as shift, time off event Scheduled event in WFM that can be used to plan and track planned time off, such as vacations. To avoid the approval process associated with time-off requests made through the time-off management functionality, you can create time-off events directly in the calendar., or calendar event Scheduled event in WFM that is manually created on the schedule, can be a single instance or recurring event, and can have one or multiple attendees. Examples of calendar events are meetings or training sessions.).
From Home, select Copy. Alternatively, click <Ctrl> + <C>.

If you copy an assignment and then edit it, your updates are not captured in the copied assignment. To include your updates, copy the updated assignment again before pasting it on the schedule.
Optional. If you are pasting the assignment to a different scheduling period, go to that scheduling period.

If you paste an assignment to a different scheduling period or campaign, the system pastes it as a new assignment with only one attendee. In this scenario, the employee does not get added to the existing assignment.
From Home, select Paste. Alternatively, click <Ctrl> + <V>.

When you select Paste, the assignment is in Paste mode, which means that it is ready to be pasted to a selected place on the schedule. The assignment appears in its original shape and color, outlined by a dotted line.
Move the assignment to where you want to paste it on the schedule.

When you move your cursor around the schedule, the shape of the selected assignment has a dotted border. You can only paste the assignment in a valid place on the schedule. A paste is valid when it does not overlap with another scheduled component on the same scheduling layer. (For example, you cannot paste a shift on top of another shift. In another example, you cannot paste a shift during a time interval that overlaps with an unavailability event.)

When you move the assignment over an invalid slot, a forbidden symbol (red circle with a line through it) appears, the dotted border appears in red, and the system blocks the paste. When you move the assignment over a valid slot, the dotted border of the assignment appears in blue, indicating that you are allowed to paste the assignment in that slot.
To paste the assignment on the schedule, click the left mouse button in the slot you want.

You can only paste assignments at 5-minute intervals on the schedule. For example, you can paste the assignment at 5:00 PM or 5:05 PM, but not at 5:02 PM.

To exit Paste mode, click the <Esc> key or click outside of the schedule.