With templates, you can save a schedule and insert it again in another period. A template can cover anything from one day to several months.
How to save a template
Finish the schedule, click "Template" at the top right of the schedule, and select "Save as template".
Choose the period and give the template a name. Then choose whether the template should be saved with "Roles, time span and employees" or only with "Roles and time span". Finally, click "Create template".
How to insert a template
Click "Template" and select "Insert template".
Choose the period and the template, and click "Insert selected template". If the period is longer than the template, the template repeats until the end date. For example, you can save one week and insert it over three months.
If there are already shifts in the period, you get a warning. The existing shifts are not changed, and the shifts from the template are added on top.
Once the template is inserted, you can choose "Keep and save changes" or "Undo" if you want to remove it again.
How to use auto template
With "Auto template", Workfeed creates the shifts for a period based on your schedule in the last weeks. You do not need to have saved a template first.
Choose the period, click "Template", and select "Auto template".
Workfeed looks at the shifts in the department in the 8 weeks before the period.
Shifts that repeat every week or every other week are created. A shift must have been there in more than half of the weeks to be included.
The shifts are created as unassigned and are not published. You can assign employees yourself or use auto assign.
Shifts that are already in the period are not created again, and shifts are only created from today onwards.
You can choose at most 31 days at a time.
Only admins can use "Auto template".
How to edit or delete a template
To edit a template, insert it in an empty period, make your changes and save the schedule as a new template. Afterwards, you can delete the old one.
To delete a template, click "Template", select "Insert template" and open the list of templates. Click the red cross next to the template you want to delete.
FAQ
Can I make templates with permanent staff?
Yes. Assign the employees to the shifts before you save the template, and choose "Roles, time span and employees".
My template is missing shifts. Why?
Check that you saved the template for the right period and in the right department. Empty days in the period are also saved in the template.
Why does "Auto template" not create any shifts?
If no shifts repeat every week or every other week in the last 8 weeks, or if the shifts are already in the period, there are no shifts to create. You then get the message "No shifts to generate based on recent weeks".