How do I create a schedule template?

Modified on Mon, 22 May 2023 at 04:00 PM

Plans:A Little Bit ShiftieVery Shiftie
Permissions:EmployeeSchedule ManagerSystem ManagerFull Access

This feature is only available on Desktop. 

Schedule templates allow you to copy rotas from one date to another, saving you from having to set up the same shifts time and time again. If your rota repeats regularly you can set up a template and run it over multiple weeks, copying the same pattern throughout. You can also set up different templates for different instances or times of the year.

  1. Head over to the scheduling page by clicking on the 'Scheduling' calendar icon on the left of your screen. 
  2. Create the rota you want to copy by adding and assigning shifts for a date range. This range can be anything from 1 to 100 days long. You can also use an existing rota if you already have one that you want to copy.
  3. Once you're happy with your rota click the spanner icon at the top of the schedule and select 'Create / Apply Template' from the list. This will open a schedule template modal; click 'Create New Template'.
  4. Here, you can name your template and choose the date range you want to copy. You can also choose whether you want unassigned and open shifts to be copied or not.
  5. Once you're happy, click the 'Add Template' button at the bottom of the form. Your schedule template will be saved, ready to start applying to new date ranges.

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