Create your base schedule

Updated 1 month ago by Oscar Combes

When you click a base schedule in the base schedule overview, you enter the actual base schedule view. This is where you build your base schedule. The first day of the week is the day that is configured as the first day of the week in Quinyx. Note that in this view you build a pattern, i.e. there are no dates, only weekdays.

Create new

You create a new Base Schedule by selecting "Create new" in Base Schedule Overview. You then name your Base Schedule and select a template period of anywhere between 1 and 8 weeks.

Adding, copying, moving and deleting shifts

Shifts in base schedule are added, copied, moved and deleted the same way as in Schedule. You may also want to display statistics while adding shifts. Once you're done adding shifts, you're ready to roll out your base schedule.

Copy employee rows

When viewing your base schedule, click the ellipsis by the employee you want to copy the shifts from and select the "Copy" option. This will copy the visible days of the employee row, including the days on which there are no shifts - if you're in the daily view, only the viewed day's shifts will be copied. Likewise, being in the weekly view will copy the row of the viewed week for that employee and being in the full base schedule view will copy the employee's entire base schedule row.

The side panel that appears when you've clicked "Copy" states which employee you're copying shifts from (Charlotte Colbert) as well as the amount of shifts copied (15 shifts). What's more, it allows you to make the following selections:

- In the "To employee" section, select which employee or employees to copy Charlotte's row of shifts to. We've chosen to copy the shifts to Kyle and Gregory. You may also copy to the person you're copying from.

- In the "To period" section, select the period you want to copy the selected shifts to for the above-mentioned employees. In the screenshot below, we have offset Greg's and Kyle's shifts by a week forward compared to Charlotte's row of shifts.

Tip: Don't forget you're copying the entire row! To offset the copying of the row by -1 day, select Week 2-Sunday - Week 2-Saturday as "To period".

- Click "Save".

This action will result in a base schedule that now looks follows:

The "copy employee row" feature is particularly convenient when you're looking to create a base schedule with the same sequence of shifts for multiple employees but on a staggered basis.

You're only copying what you can see - if you've applied a filter, that filter will be taken in to account when copying the employee row.
Move employee rows

You may also move an employee's base schedule row.

When viewing your base schedule, click the ellipsis by the employee you want to move the shifts from and select the "Move" option. This will move all the shifts for the selected employee for the days currently shown - if you're in the daily view, only the viewed day's shifts will be moved, whereas being in the weekly view will move all the shifts of the viewed week for that employee. Likewise, being in the full base schedule view will move the employee's entire base schedule row.

The side panel that appears when you've clicked "Move" states which employee you're moving shifts from (Charlotte Colbert) as well as the amount of shifts selected for moving (15 shifts). What's more, it allows you to make the following selections:

- In the "To employee" section, select which employee to move Charlotte's row of shifts to. We've chosen to move them to Gregory. You may also copy to the person you're copying from, which is useful if you want to offset the person's rotation.

- In the "To period" section, select the period you want to copy the selected shifts to for Gregory. In the screenshot below, we choose to use the default value for this section, which is to move the row in question as is without offsetting the shifts forward or backward in the base schedule.

Tip: Don't forget you're moving the entire row! To offset the moving of the row by -1 day, select Week 2-Sunday - Week 2-Saturday as "To period".

- Click "Save".

This action will result in a base schedule that now looks follows:

You're only moving what you can see - if you've applied a filter, that filter will be taken in to account when moving the employee row.


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