Why is this important?
Schedule templates save time and make planning easier by reusing standard schedules.
How do I create a schedule template?
Prepare the schedule to be saved:
Make sure you have a sample schedule (day or week) already planned.
Save the template:
Go to the Schedule tab.
Choose day or week view.
Click on the three dots at the top right of the schedule.
Select Save as template from the drop-down menu.
Name the template: Choose a name for your template. Please note that the name cannot be changed once it has been validated.
Tip: You can create a template from a filtered view of the schedule (by team, position, employee or absence). Only filtered shifts will be saved in the template.
How do I use a schedule template?
Apply the template:
Go to a blank week where you wish to apply the schedule.
Click on the three dots to the right of the schedule.
Select Create from a template.
Options available:
Create from a saved template.
Create from a previous week
Select employees:
Select the employees or teams for whom you wish to apply the template.
Note: If you apply the template only to certain employees, the schedules of other employees will not be modified.
Apply over several weeks:
You can duplicate the template over the next 10 weeks.
Tip: If the template is applied to an existing schedule, you can choose to keep the shifts already scheduled or replace them with those in the template.
Archived employees:
The shifts of archived employees will be added to unassigned shifts or removed from the schedule, depending on your schedule settings.
How do I delete a schedule template?
Access the templates:
Click on the three dots to the right of the schedule.
Select Create from a template.
Delete template:
Select the template to be deleted.
Click on the trashcan to the right of the template name.
Warning: This action is irreversible. You will not be able to retrieve the deleted template.
By following these steps, you'll be able to create, use and delete schedule templates efficiently, simplifying your schedule process.