Overview: Rather than having to enter the same shift every week, you can create a schedule template for all or specific employes. The template takes a snapshot of all shifts created in the week view and saves them. You can then apply the template to a future week, and all shifts captured during the snapshot will be applied.

Instructions:

Creating a Template

Applying a Template

Managing/Deleting a Template

Updating a Template

Additional Resources:

FAQ

Related Articles

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Creating a Template

1. The template will save what's in your view, so select which employees you'd like to create the template for and add their shift information:

2. Once their shifts have been created, 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. In this example, we're using "Monday - Friday Schedule." Click Create the template once done:

4. Once the template has been created, you'll receive a confirmation message in the top right-hand corner.


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Applying a Template

1. Start by navigating to the week you want to apply the template to by using the left or right navigation arrows:

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:

4. Once the template has been applied, you'll receive a confirmation message in the top right-hand corner:

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Managing/Deleting a Template

If you need to update the name of a template or want to delete it, this can be done using the Manage option.

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 have been created.

  • Edit Name: If you want to edit 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:

  • Delete Template: 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:

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Updating a Template

1. To update a template, you'll want to start navigating to an empty week in the future on the schedule. Once at the empty week, click the Options dropdown followed by Apply:

2. You'll be presented with a pop-up that contains all template information. Find the template you want to update and click Apply to current week:

3. Once the template has been applied, make your updates, and then click the Options dropdown followed by Template and then Create:

4. You'll be presented with a pop-up where you'll enter the name of your updated template. Click Create the template once done:

5. Once the new template has been created, you'll receive a confirmation message in the top right-hand corner:

6. You'll then want to delete the old template - if you no longer need it! Start by clicking the Options dropdown menu followed by Template and then Manage:

7. You'll be presented with a pop-up that shows all your current templates. Click Delete next to the one you want to delete:

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FAQ:

Q: Can I apply more than one template?

A: Yes! You can apply as many templates as needed.

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.

Related Articles:

Using the Schedule Log

How do I change my schedule view?

How do I create a scheduling Manager?

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