Creating Schedule Templates
After a schedule is created and published, it can be saved as a template and then used to quickly build the same schedule again on future dates. To save a schedule as a template, follow these steps...
1. Enter the schedule page/team schedule view tab and find the schedule you want to save as a template.
2. Then click on the three dot ellipsis symbol next to the 'Add a shift' button.
3. Then select 'Save as a template'.
4. A window will open allowing you to give the template a title so you can easily identify the schedule later. When finished, be sure to click on Save.
Using Saved Templates To Create Schedules
After a schedule template is saved, it can be used to quickly duplicate the shifts into a new week's schedule. You can choose to add in the same employees that were assigned in the original schedule or you can add the shifts as unassigned. To duplicate a schedule using a saved template, follow these steps...
1. In the scheduling page/team schedule view, find the week you wish to populate a schedule in and then click on the three dot ellipsis symbol next to the 'add a shift' button.
2. Then select 'Use a template'.
3. In the window that opens, use the 'Select Template' dropdown menu to select the schedule template you wish to use. Then select to copy the shifts with the same employees attached or to copy the shifts as unassigned. When finished making your selections, select 'copy template'.
4. Your saved template will then populate into the selected schedule week.
Note: Don't forget to publish the schedule when done or it will not be visible to any employees assigned to the shifts.