Schedule creation 531
Recurring events
You can recur shifts, time off, and unavailable events.
To make an event recur
1. On the time bar pane, on the employee’s time line, right-click the event to recur.
2. Click Recurring.
3. Click Daily, Weekly, Monthly, or Yearly recurring.
4. Specify the pattern and range of the recurrence.
5. Click OK.

Mass recurring events

You can use the Mass recurrence wizard to create multiple recurrences for several events automatically. The
wizard allows you to mass recur shifts, time off, and unavailable periods based on either a daily or weekly
template.
NOTE: Manual or mass deletion is required to remove the generated events.
To mass recur events
1. Click the Tools tab.
2. In the Bulk operations group, click Recurrence.
The Mass Recurrence wizard opens.
3. Click Next.
4. Follow the steps in the wizard to specify the parameters of the events to mass recur.
5. Click Finish.
6. Click Yes.
Mass deleting events
You can delete one or more scheduled events (shifts, time off periods, unavailable periods, breaks, and jobs)
at a time with the Mass delete option. Only the selected events are deleted from the schedules.
To mass delete scheduled events
1. Click the Tools tab.
2. In the Bulk operations group, click Delete.
3. Specify the date range affected, event types to delete, and the schedules to delete events from.
You can optionally filter the mass delete by employee, reporting number, full time/part time status,
and fixed/variable shift type.
4. Click OK.
Mass applying time off
You can apply time off to any or all agents in a schedule simultaneously.
To mass apply time off
1. Click the Tools tab.
2. In the Bulk Operations group, click Time Off.
The Timeoff Mass Insert dialog box opens.
3. Select a schedule from the Schedules drop-down list.
4. Hold down CTRL and then click the agents to which you want to apply the time off type. If you want to
select all agents, click Select All.
5. Under Time off, select the time off type from the list.
6. Select the start and end dates, days of the week, and start and end times for the time off type.
7. After selecting the time off time, select Mark remaining periods of the day as unavailable if you
want the hours outside of the start and end times to be unavailable for scheduling.
8. Click OK.