Save, Apply, and Manage Shift/Schedule Templates

Using shift or schedule templates can streamline your scheduling process and save valuable time. Here we demonstrate how to effectively manage shift and schedule templates to efficiently reuse and replicate shifts in the system.

Create shift templates:‍

You can create a shift template by choosing between a new shift or an existing shift:

New Shift

  1. Go to the schedule and fill in the shift details.
  2. Click the three dots next to the Save/Book button.
  3. From the dropdown, select Save as new template.
  4. Assign a name to your template and click Save.

Existing Shift

  1. Select a pre-existing shift.
  2. Navigate to the Edit tab.
  3. Click the three dots next to the Save button.
  4. Choose Save as new template, assign a name, and click Save.

Accessing Saved Templates

Next time you create a shift, you can use a saved template by clicking Use template at the top of the side menu.

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Create Schedule Templates

  1. Click Select Shifts at the top right.
  2. Choose the shifts you want to include in the template.
  3. Click Create New Schedule Template, give your template a name, and click Save Template.

Advanced Selection Options

  • Click the three dots to the left of each row to select or deselect all shifts in that row.
  • Click the arrow next to Select Shifts to select all shifts within your chosen time period. You can then deselect any shifts you don’t want to include.

Using a Schedule Template

  1. Navigate to the time period for scheduling.
  2. Click Use Schedule Template at the top right.
  3. Select your template and adjust the start date if needed.
  4. Choose whether to include bookings or not.
  5. Click Roll Out to apply the template.

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If you require the schedule template to be repeated, please select Repeat shifts instead of Roll out. Specify the frequency of the repetition, as well as the start and end dates, before executing the repetition.