Admins can create multiple job schedules to address the scheduling needs of different teams, departments, or branches, for instance. For this reason, it's important to know how to archive or delete a job schedule to maintain the organization.
Archiving a Job Schedule
To archive a Job Schedule, follow these steps:
Log in to your admin dashboard
Access the Job Schedule feature from the left sidebar
In the lobby, you can see all the existing schedules. Hover over the relevant one, click on the three dots on its bottom left.
Select Archive and confirm the action.
All done - the job schedule has been archived!
Archiving a job schedule is an excellent option if you anticipate needing it again in the future or if there is any history you'd like to have access to.
To Restore An Archived Job Schedule:
Log in to your admin dashboard
Access the Job Schedule feature from the left sidebar
Navigate to the Archived tab
Hover over the relevant one, click on the three dots on its bottom left.
Select Restore and confirm the action.
All done - the job schedule has been restored, and you can now view it in the Active tab!
Duplicating a Job Schedule
Duplicating a job schedule is useful when you want to reuse the schedule’s configuration (like settings, templates, and shift layers) while creating a new schedule for a different team, department, or branch.
To duplicate a job schedule, follow these steps:
Log in to your admin dashboard.
From the left sidebar, open Job Schedule.
In the lobby, hover over the schedule you want to duplicate.
Click the three dots at the bottom-left of the schedule.
Select Duplicate.
Enter a name for the new schedule.
Choose the assignees for the new schedule.
Review the summary screen, then click Create duplicate.
All done — a new job schedule has been created based on the original!
See the full process below:
What gets duplicated when you duplicate a Job Schedule
Will be duplicated | Will not be duplicated |
View options (including labor & sales settings) | Actual shifts in the schedule (with or without users) |
Job list (including the specific order defined in the schedule) | Prefer to work |
Templates (Shift / Day / Week) If templates include assignees: shifts with assignees will display as Not assigned if the user is not assigned to the new schedule. | Unavailabilities |
General settings | Daily notes |
Display settings (including custom shift fields) -If there are custom user groups defined, they’ll only be relevant for users assigned to the new schedule. | Shareable link settings |
Week & time settings | Integration settings |
Notification settings (of the admin/owner duplicating the schedule) | Assigned users (users are selected during the duplication wizard) |
Limitations settings If there are minimum open shift claims rules assigned to specific users: – If those users are assigned to the new schedule, they remain assigned to the rules. – If they are not assigned, they’re removed during duplication. -If no assignees remain, the rule is duplicated as deactivated. This will include AI composer rules. | Assigned admins (only the creator will have permissions in the new schedule) |
Shift layers | Text message settings in the Notifications settings tab |
| Saved filters |
Deleting a Job Schedule
To delete a Job Schedule, follow these steps:
Log in to your admin dashboard
Access the Job Schedule feature from the left sidebar
In the lobby, you can see all the existing schedules. Hover over the relevant one, click on the three dots on its bottom left.
Select Delete and confirm the action.
All done - the job schedule has been permanently deleted!
Please note: once you delete a job schedule, all its information will be deleted permanently. You will not be able to restore it. If you happen to need it again in the future, you will need to create it from scratch.
Frequently Asked Questions
Which admin permissions do I need to duplicate a job schedule?
You need Add and delete schedules and Edit settings permissions.
Who has access to the duplicated schedule after it’s created?
The admin who creates the duplicate will have permissions in the new schedule. Assigned admins from the original schedule are not copied.
Does duplicating a Job Schedule count toward my plan’s schedule limit?
Yes. Duplicating creates a new Job Schedule, so it counts toward the number of schedules allowed in your plan. If you’re already at your limit, you won’t be able to complete the duplication until you free up space or upgrade your plan.
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