Overview: Administrators can create, apply, and manage Scheduling templates from the Buddy Punch website, making it easy to reuse common shift patterns and save time when building schedules.
Important! Open shifts will not be included in the template.
Instructions:
Create a Template
1. The template will save the shifts in your current view. You can use filters to ensure only the shifts you want to template are in view:
2. When ready, click the Options button, followed by Template, and then Create:
3. You'll be presented with a pop-up where you can enter the name of the template. Click Create the template once entered:
4. Once the template has been created, you'll receive a confirmation message in the top right-hand corner:
Apply a Template
1. Start by navigating to the week you want to apply the template to by using the left or right navigation arrows, or by selecting a date from the dropdown selector:
2. You'll then want to click the Options dropdown, followed by Apply:
3. You'll get a pop-up that will contain all the templates you've created. The information included in this area is:
Search Bar
Name of Template
Created By User Name
Created Date
Total Shifts Schedule
Total Hours Scheduled
Find the template you want to apply and click Apply to current week:
Important! Users can only see templates created by themselves. They cannot see templates created by other users.
4. Once the template has been applied, you'll receive a confirmation message in the top right-hand corner, and will see the templated shifts in a draft state indicated by the colored outline. To finalize shift creation, click Publish Shifts:
Manage a Template
1. Start by clicking the Options dropdown, followed by Template, and then Manage:
2. You'll be presented with a pop-up that shows all templates that you have created:
Important! Users can only see templates created by themselves. They cannot see templates created by other users.
3. If you want to change the name of your template, click Edit on the left-hand side of the pop-up. Enter the new name and click Update once done:
4. If you want to delete a template, click the Delete button on the right-hand side of the pop-up. You'll then be asked if you're sure you want to delete the template. Click Yes, delete the template, or Cancel:
FAQs
Q: Can I apply more than one template?
A: Yes! Any draft or published shifts that may already exist on the schedule when you apply a template will remain, allowing you to use as many templates as you may need to build your schedule.
Q: How do I apply the template to all employees?
A: As long as an employee is in your view and the template includes shifts for them, the template will apply to them.
Q: Can I apply a template my colleague made?
A: No, currently it's not possible to access templates that other members of your team may have created. However, you can create your own template based off the shifts your colleague's template applied by following the steps above.
Q: Can I create a template of open shifts?
A: No, the shifts templated must be assigned to an Employee.
Q: Can I change the shifts that are associated with a template?
A: No, currently there isn't a way to change the shifts associated with a template. Instead, you would want to apply the template, make your desired changes, then save it as a new template before deleting the old one.