How to Create Shift Templates in the Weekly View

Modified on Fri, 06 Oct 2023 at 02:04 PM

Shift templates streamline the process of scheduling shifts that have a consistent start time and end time. Instead of manually entering shift details (position, start time, end time, instructions) for each shift, shift templates allow you to schedule staff in just a few clicks. 



While you can create as many templates as you would like, you can not edit existing templates. If you need to make a modification to a template, you can delete the template and create a new one that meets the desired specifications.


How To Create a Shift Template

As you are creating a new shift for a worker, you can also easily create a template based on that shift through the following steps:

  • Click the day on which you would like to schedule a specific worker
  •  Select Create New Shift
  • Add position and time, and optionally add instructions for the shift
  •  Select the Also save as shift template box at the bottom of the window
  • Select Save



Scheduling Workers with Shift Templates

Ready to schedule workers using the shift templates you created? Click here for instructions. 

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