If you use many of the same shifts in your schedule, templates can help make planning more efficient. Here, you can save shifts as a template that you can easily find and add to your schedule.
How to create a template
To create a template, you must first create a schedule. When the schedule is ready, you can save it as a template by clicking on 'Template' on the top-right of the schedule and selecting 'Save as template'.
Next, you can name the template and decide whether the template should be saved with or without employees assigned to the shifts (this is only relevant when you've assigned employees to the shifts in the period you're saving as a template).
How to insert a template
Once you have created one or more templates, you can insert them over a period of your choice by clicking on 'Template' and selecting 'Insert template'.
After clicking 'Insert template', you can determine over which period the template should be inserted, which is by default the selected date range, and you can decide which one of your templates you want to use. Once you have made all your selections, click 'Insert the selected template'.
Note: When you insert a template, you will also receive a warning if there are already shifts in the schedule during the selected period where you are trying to insert the template. This allows you to decide whether you want to insert the template on top of the existing shifts or not.
Once you have inserted the template, you have two options: keep and insert it, or undo and remove it. If you want to keep it, simply click 'Keep and save changes'. If you change your mind and want to remove it again, simply click 'Undo'.
How to edit a template
To edit a template, you can insert it in an empty period/ a period without shifts. From here you can make the changes and save the schedule as a new template. Optionally, you can delete the old template after this, more on that below.
How to delete a template
To delete a template, you have to press 'Template' and select 'Insert Template'. From here, open the template drop-down menu to view all your templates. Tap the red cross located to the right of the template you want to delete.
FAQ
Can a template span a longer period than 1 week?
Yes, you can save a template for as many weeks as you want. When you save a template, you can choose the date range you want to save, and all shifts within that period will be saved in the template.
Can I make a template repeat itself?
Yes, you can make a template repeat itself. When you insert a template, you specify the period it should cover. If that period is longer than the template itself, the template will repeat until the selected end date.
Can I create templates with fixed employees?
Yes, if you want to create a template with fixed employees, you need to create the shifts and assign the fixed employees to them before saving the week as a template. Remember to check 'Roles, time period and employees' when saving the template.