All Collections
How to use templates
How to use templates

Learn how to create and save templates that you can reuse at any time.

Berry Van Waarden avatar
Written by Berry Van Waarden
Updated over a week ago

Templates can be useful if you want a fixed starting point for your shift schedule from week to week.

Not in the mood to read the guide? Just watch the video tutorial.

How to create a template:

  1. Start with creating the shifts that should be in your template - if you have employees with permanent shifts, you can also add them here.

  2. Press the "Template" button and select "Save as template"

  3. Select which period you want to save. This period can contain as many weeks as you need in your template.

  4. Decide whether shifts should be kept as unassigned or should include employees. The last option is smart if you have staff with permanent shifts.

    If all shifts are available, point 3 does not apply.

To insert and repeat a template:

  1. Press "template"> "Insert template"

  2. Choose your template

  3. Select a period in which the template should be repeated

  4. Press "insert template"

How to edit a template:

  1. Insert the template you want to change in an empty period.

  2. Make the change.

  3. Save the period as a new template.

  4. Delete the old template.

How to delete a template:

  1. Press the "Template" button and select "Insert template".

  2. Open the dropdown menu to you see all your templates.

  3. Tap the red cross to the right of the name of the template you want to delete.


Can a template be longer than 1 week?

Yes. When you save a template, you select a period with all the weeks you want in your template.

Is it easy to repeat a template?

Yes! When you insert your template, you select a period. If this period is greater than the template, then the template will repeat itself until the selected end date.

Can I make templates with permanent staffing?

Yes, create the shifts with the permanent employees and save the week as a template. Remember to check " Roles, time periods and employees" when saving the template.

Did this answer your question?