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Bulk Schedule Actions in Shift

Shift's Bulk Schedule Actions let you quickly assign multiple shifts to a worker or copy and paste schedules across weeks to save time managing your schedule.

Updated over a week ago

Bulk schedule actions let you manage multiple shifts at once from the Schedule page, saving time when building or replicating schedules. Access bulk schedule actions by clicking I want to in the Actions Toolbar at the bottom of the Schedule page. Available bulk actions include:

  • Assign multiple shifts — assign one worker to multiple shifts at once

  • Set shifts as claimable — mark multiple shifts as claimable so eligible workers can claim them

  • Publish multiple shifts — select and publish specific shifts using the Publish Schedule modal

  • Copy shifts — copy shifts from one week and paste them into another

  • Delete shifts — delete multiple shifts at once

Bulk Assign Shifts

Bulk Assign Shifts lets you assign one worker to multiple shifts at once, saving time when building out schedules for workers with consistent availability.

Before You Begin

Keep the following in mind before using bulk assign:

  • You can only select shifts for a single job role per bulk assign session. Shifts across different roles cannot be combined in a single assignment.

  • Selected shifts must be non-overlapping in time.

  • Workers are ranked as Recommended or listed as Unavailable based on their availability, existing schedule, and any active rules in your account.

Assigning Multiple Shifts to a Worker

  1. On the Schedule page, click I want to in the Actions Toolbar at the bottom of the page.

  2. Select Assign multiple shifts.

  3. Click each shift on the calendar that you want to include in the bulk assignment. Selected shifts will be highlighted, and a toolbar will appear at the bottom of the screen showing the count of selected shifts.

    1. To deselect all shifts and start over, click X in the Actions Toolbar. To deselect a single shift, simply click on the shift again.

  4. To proceed with the selected shifts, click the forward arrow button in the toolbar.

  5. The Bulk Assign panel opens on the right side of the screen. Workers are organized into two sections:

    • Recommended: Workers who are available and meet all scheduling rule requirements for the selected shifts.

    • Unavailable: Workers who have a conflict, rule violation, or scheduling issue for one or more selected shifts.

    Note: Use the search at the top of the panel to find a specific worker. The panel also displays availability counts to help you evaluate options at a glance.

  6. Click the worker you want to assign, then click Review.

  7. A summary view will appear showing the assignment breakdown by date. Review the assignment summary, then click Assign shifts.

  8. A success banner will appear confirming the assignments, and the calendar will update to reflect the newly assigned shifts.

Bulk Assigning via Shift Groups

For high-volume scheduling scenarios where you need to assign a large number of shifts across many workers, Shift Groups may be a more efficient option. Shift Groups allow you to manage assignments at scale with a status breakdown view.

To use Shift Groups for bulk scheduling, navigate to Shift Groups from the left sidebar. Contact your Fountain Customer Success contact or [email protected] if you don't see this option in your account.


Copy & Paste Shifts

Copy & Paste Shifts lets you duplicate a week's schedule and paste it into one or more future weeks, so you can quickly replicate recurring schedules without manually recreating each shift.

Copy Shifts

  1. On the Schedule page, navigate to the week containing the shifts you want to copy.

  2. Click I want to in the Actions Toolbar at the bottom of the page.

  3. Select Copy shifts.

  4. Click each shift on the calendar that you want to include in the copy.

  5. Navigate to the target week where you want to paste the shifts.

  6. In the Actions Toolbar, click I want to > Paste shifts.

Review Copied Shifts to Paste

After clicking Paste shifts, a panel opens on the right called Review copied Shifts. This panel gives you control over how the copied shifts are applied to the target week:

  • Date Range
    Select the date range for the paste. Expanding the range to cover multiple weeks will increase the total number of shifts being pasted — the shift count displayed in the panel updates dynamically as you adjust the range.

  • Paste conflicting shifts as unassigned
    If any copied shifts conflict with a worker's existing schedule in the target week, check this box to paste those shifts as unassigned rather than skipping them. This ensures your schedule structure is preserved even when direct assignment isn't possible.

  • Shift Preview List
    The panel shows a preview list of all shifts being pasted. Use the filter dropdown to view:

    • Show all: Displays all shifts being pasted.

    • Blockers: Shows only shifts with blocking rule violations.

    • Warnings: Shows only shifts with warning-level rule violations.

  • Unassigning Conflicting Shifts For individual shifts in the preview list that have conflicts, click Unassign next to that shift to paste it as unassigned. To unassign all conflicting shifts at once, use the Unassign all toggle at the top of the panel.

Complete Paste Shifts

Once you've reviewed the paste configuration, use the buttons at the bottom of the panel:

  • Cancel: Closes the panel without pasting any shifts.

  • Paste [X] shifts: Pastes the shifts to the target date range without publishing them. Shifts will appear on the calendar in an unpublished state and must be published separately.

  • Paste and publish [X] shifts: Pastes and immediately publishes all shifts to the target date range in a single action.

After the paste is complete, a success banner will confirm the action and the target weeks will populate with the copied shifts.

Set Shifts as Claimable

Set Shifts as Claimable lets you update multiple shifts to Claimable status at once, making them available in the Worker Portal for eligible workers to claim. When you publish a schedule containing claimable shifts, eligible workers receive an SMS notification prompting them to claim an open shift.

Set Multiple Shifts as Claimable

  1. On the Schedule page, click I want to in the Actions Toolbar at the bottom of the page.

  2. Select Set shifts as claimable.

  3. Click each shift on the calendar that you want to set as claimable. Selected shifts will be highlighted, and the count of selected shifts will appear in the toolbar.

    1. To deselect all shifts and start over, click X in the Actions Toolbar. To deselect a single shift, simply click on the shift again.

  4. Click the forward arrow button in the toolbar to apply the change.

All selected shifts are updated to Claimable status. When the schedule is published, eligible workers receive an SMS notification to claim the available shifts.

Set Shift Groups as Claimable

If you are working in the Shift Groups view, you can select entire shift groups rather than individual shifts.

  1. Click I want to in the Actions Toolbar.

  2. Select Set shifts as claimable.

  3. Click each shift group you want to update. The selected groups and all shifts within them will be highlighted.

  4. Click the forward arrow button to apply the change.

Publish your schedule after setting shifts as claimable so that eligible workers receive SMS notifications about the available shifts.

Delete Shifts

Delete Shifts lets you remove multiple shifts at once from the Schedule page. You can select shifts individually or use the schedule's filter and Smart Search tools to narrow your selection before deleting.

Before You Begin

Keep the following in mind before using bulk delete:

  • Deleted shifts are permanently removed and cannot be recovered.

  • Use the Filters toolbar to narrow the shifts displayed before starting the deletion process. For example, filter by Shift Status: Unassigned to display only unassigned shifts.

Delete Multiple Shifts

  1. Click I want to in the Actions Toolbar at the bottom of the page.

  2. Select Delete shifts.

  3. Click each shift you want to delete. Selected shifts will be highlighted and the count in the toolbar will update.

    1. To select all visible shifts at once, click Select all in the toolbar.

    2. To deselect all shifts, click X in the toolbar.

  4. Click the checkmark (✓) button in the toolbar to proceed.

  5. A Delete shifts panel opens on the right side of the screen, listing all selected shifts grouped by date. To restrict the deletion to unassigned shifts only, check Delete only unassigned shifts at the top of the panel.

  6. Review the list of shifts to be deleted, then click Delete [#] shifts to confirm.

The selected shifts are removed from the schedule and the calendar updates to reflect the deletion.

Publish Shifts

The Publish Schedule modal lets you review and confirm shifts before publishing. It is available in two ways:

  • Publish multiple shifts (bulk action) — select specific shifts from the calendar to publish via the Actions Toolbar

  • Publish button — click Publish in the top right corner of the Schedule page to publish all unpublished shifts for the current week; the Publish Schedule modal opens to confirm before publishing

Publish Selected Shifts

  1. On the Schedule page, click I want to in the Actions Toolbar at the bottom of the page.

[SCREENSHOT: The Actions Toolbar with the "I want to" menu open, showing "Publish multiple shifts" as an available option]

  1. Select Publish multiple shifts.

  2. Click each shift you want to publish. Selected shifts will be highlighted and the count in the toolbar will update.

    1. To select all visible shifts at once, click Select all.

    2. To deselect all shifts, click X.

  3. Click the checkmark (✓) button in the toolbar to open the Publish Schedule modal.

Review and Confirm in the Publish Schedule Modal

The Publish Schedule modal displays the full list of shifts you are about to publish, along with details for each shift: worker name, job/role, shift date, shift time, and status.

  1. Use the following tools to review shifts before confirming:

    • Status tabs — filter the shift list by status: All shifts, Assigned, Edited, Claimable, and Canceled. Each tab displays a count of shifts in that status.

    • Job filter — use the All jobs dropdown to filter the list by a specific job or role.

    • Worker name search — use the Search by name field to find shifts for a specific worker.

  2. When ready, click Publish [#] shifts to confirm.A success banner confirms the shifts have been published, and the calendar updates to reflect their published status.

Publish All Shifts for the Week

To publish all unpublished shifts for the current week at once:

  1. Click Publish in the top right corner of the Schedule page. The number of shifts to be published appears in parentheses on the button.

  2. The Publish Schedule modal opens, showing all unpublished shifts for the week. Review shifts using the status tabs, job filter, and worker name search as needed.

  3. Click Publish [#] shifts to confirm.

Use the status tabs in the Publish Schedule modal to review shifts by category before confirming. For example, select the Assigned tab to see only assigned shifts, or the Claimable tab to verify claimable shifts are included in the publish.

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