Convert all employees to phantoms

You can convert all employee schedules into phantom schedules. This option allows you to use the phantom schedules for other employees in the same scheduling period.

Procedure 

  1. From Tools, select Convert All to Phantom.

    As displayed in the system message, the system only converts the shift and linked shift events of the employee schedules. It does not convert calendar, time off or unavailability events to the phantom schedule. Therefore, if the employees had calendar, time off or unavailability events in their schedules, those components still appear in the employee rows (but are not part of the phantom schedules).

  2. At the system prompt, select Convert to convert all employee schedules to phantoms.

    The system converts the schedules of all employees into phantom schedules. It names the phantom schedules with the employee schedule work rule names, and sequential numbers. The employee rows still appear in the schedule, but the employees no longer have schedules.

    There are now new, additional phantom schedules on the calendar. You can view these new phantoms from the left pane Phantoms filter.

Convert selected employees to phantoms

Example: Convert employee schedules to phantoms

Assign a phantom schedule to an employee

Remove all phantoms from workspace

Workforce planning