Edit a recurring event series

You can edit the various attributes of a recurring calendar, time off, or unavailability event Scheduled event in WFM that indicates an employee is unavailable for scheduling. The scheduling engine does not schedule a shift that overlaps with an unavailability event. series. The attributes include the activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule., start and end time, duration, and other attributes.

If you want to edit only one instance from a recurring event series, you can do that from the Details pane. When you do this, the single instance then becomes an exception to the event series.

Before you begin 

Select campaign data for schedules or Select no campaign for schedules

Procedure 

  1. On the Calendar, double-click the event you want to edit.

  2. Select one of the following options:

    • Just this instance: The system only updates the instance you selected (within the series). It does not update the remaining events in the series. When you do this, the single instance then becomes an exception to the event series.

    • Entire series: The system updates all events in the entire series (including past and future instances).

    • Entire series from this point on: The system updates the currently selected instance in the series and all instances from that point onward (in the future). It does not update past instances in the series.

      If you select Entire series from this point on, you are dividing the event series into two separately managed series. All of the instances before the selected instance are included in one series. All of the instances from the selected instance and all future instances are included in another series. Therefore, if you select to edit the event series from before the selected instance, those updates do not affect the event series from the selected instance and all future instances.

  3. Select Edit, and edit the attributes you want for the series.

Edit single-instance events

Bulk edit instances of recurring calendar events

Recurring events