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Copying a Temp Booking

Below is a simple guide for Copying a TEMP booking

How to Copy a ‘Day

  1. Use the Planner, enter the Company for whom you want to enter bookings and click [GO]
  2. Once you see the planner for that client, apply any other filters you wish (e.g. Role, Booked By)
  3. Choose Select Day from palette, and click on any booking from the chosen day. You can then click on bookings on that day to toggle on/off the copy function.
  4. Click Copy on the palette.
  5. Click Paste Day on palette and then select the day on the planner into which the bookings will be copied.

Optional

  1. After copying the bookings to the new day, you can (cancel) any un-wanted bookings that were copied to the new day.
  2. You can copy bookings for individual candidates into future weeks by using Select and click on the relevant bookings on the current week displayed to toggle them on/off. Then click Copy on the palette. You may then scroll to a future weeks and use the Paste button to paste the copied bookings into the future weeks. (You can’t copy individual bookings from one day to a different day of the same week. Use the Book button for this)

TIP: If you tick the ‘All Temps’ box it will show ALL temps who have worked at that client. When the box is un-ticked it will ONLY show workers who are booked* during the selected week.
Note: The booking* may be at the selected site, or at ANY OTHER SITE. Bookings from other sites are shown in GREY.

Keywords: Booking, Copy, Day, Date, Time

 

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  1. Martin Parkinson

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