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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.

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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.

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.

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