Using shift and schedule templates can simplify your scheduling and save time. Here, we show you how to create and use shift and schedule templates to quickly reuse and repeate shifts in the system.
To create a shift template, you can choose between a new or existing shifts:
- New Shift: Click on the schedule, fill in the shift details, and click on the three dots next to the Save/Book button. Select Save as new template, give the template a name, and click Save.
- Existing Shift: Choose a shift that has already been created, go to the Edit tab, click on the three dots next to the Save button, and select Save as new template. Name the template and click Save as a new template.
You can find your saved templates the next time you create a shift by clicking on Use template at the top of the side menu.
- Click on Select Shifts at the top right.
- Choose the shifts you want to include in the template.
- Click on Create New Schedule Template, give the template a name, and click Save Template.
If you want to select shifts in a more detailed way, you can use the following options:
- Click on the three dots to the left of each row to select or deselect all shifts in that row.
- Click on the arrow next to Select Shifts to select all shifts within your chosen time period. You can then deselect any shifts you do not want to include in the template.
To use your schedule template, go to the time period you want to schedule, click on Use Schedule Template at the top right, select the template, and adjust the start date if necessary. You can also choose whether to include bookings or not. Finally, click on Roll Out to apply the template.
If you want the schedule template to be repeated, press Repeat shifts instead of Roll out. Choose how often the repetition should occur, when it should start and when it should end before you roll out the repetition.
