Copy and paste single-instance assignments overview

You can copy single instance assignments from the calendar, and paste them into another valid place on the schedule.

You can copy components from Hours or Day views, or 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 view. 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..

Copying calendar events, time off events and unavailability events

When you copy and paste a calendar event from one employee to another for the same date and time interval, the system adds the employee as an additional attendee to the original event. If the 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. is pasted to a different date and time, the system does not add the employee as an attendee of the original event. In this case, a new calendar event with the copied values is added to the schedule with the new employee as the only attendee.

If you copy and paste a time off or unavailability event from one employee to another for the same date and time interval, a new time off or 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. with the copied values is added to the schedule with the new employee as the only attendee. It does not add the employee as an additional attendee to the original event. The reason for this behavior is that typically time off and unavailability events are scheduled for a single attendee.

Copying shifts

When you copy and paste shifts, the OT extensions and the shift Work period in WFM that has a definite length. events of the shifts are copied over as is. The system does not optimize these components when pasted into the new time interval.

Copying and pasting assignments to a different scheduling period or campaign

If you copy an assignment from one scheduling period and want to paste it to a different scheduling period (either in the same or different campaign), the copy / paste workflow and behavior is slightly different.

When you are in Paste mode and click outside of the calendar, you automatically exit Paste mode. Therefore, after selecting Copy, first navigate to the scheduling period you want, and then select Paste.

In addition, when you click to paste the assignment in the scheduling period, 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.