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How to set recurring shifts

How do I create a rotating or reoccurring schedule automatically

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Written by Charles Vallières

Why use the recurrence feature?

The recurrence feature allows you to create shifts that will be repeated automatically moving forward similar to apps like Google calendar.

Here are some examples where you may want to use the feature:

  • The employee schedule is the same every week.

  • You have a rotation in your schedules, every two weeks, every 3 weeks etc.


Setting a Recurrence

  1. Create a new shift or select an existing one

  2. Enter all the information necessary if you are creating a new shift

  3. Click the Recurrence tab


Options

1. Repeats

You must first select whether the shift repeats on a weekly or monthly basis.

2. Frequency, Days and End

Once you've selected the basis, you can select:

  • The weekly/monthly Repeat frequency - adjust the value according to the desired frequency. EXAMPLE: if the shift is to be repeated every 2 weeks, enter 2 in the Repeat frequency field.

  • Choose the Days of the week where this shift will apply

  • Set when the recurrence must End - After a set number of shifts, on a specific date or if it recurs indefinitely.

3. Summary

You can view a summary of the recurring shift you are about to create before saving on the right hand side.

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