This article reviews Scheduler Templates and Shift Templates within the Schedule Calendar. 

 

Article Topics:

Scheduler Templates

 

Scheduler Templates will populate a weekly Schedule with both assigned and unassigned Shifts.


Creating a Scheduler Template


To create a Scheduler Template:

  1. Populate a weekly Schedule with the desired Shifts

  2. Click the 'Gear' icon in the Schedule Calendar header to open the Views & Template Options sidesheet

  3. In the 'Starts With' section, select 'Templates'


  4. Click the 'Plus' iconto open the 'Add Scheduler Template' window


  5. Enter a name

  6. Click 'Submit'


Using a Scheduler Template


When creating a new weekly Schedule, the 'Add Shifts' window will open, where a Scheduler Template can be selected as the starting point. Learn more about Creating and Editing Schedules here.




Scheduler Templates can also be used to add additional Shifts to an existing Schedule, or to overwrite an existing Schedule.


To add Shifts to or overwrite an existing Schedule:

  1. Click the 'Gear' icon in the Schedule Calendar header to open the Views & Template Options sidesheet

  2. In the 'Starts With' section, select 'Templates'

  3. Select the desired Scheduler Template

  4. Click 'Use' to open the 'Template Use' window


  5. Select the desired Departments or Jobs

  6. Click 'Add To' or 'Overwrite'
    • Add To - Shifts for the selected Departments or Jobs will be added to the existing Schedule

    • Overwrite - Existing Shifts on the Schedule will be removed and Shifts for the selected Departments or Jobs will be added.


Updating a Scheduler Template


All Scheduler Templates can be updated to match the selected Schedule. 


To update an existing Scheduler Template:

  1. Confirm that all of the desired Shifts for the Scheduler Template are currently displayed on the Schedule Calendar

  2. Click the 'Gear' icon in the Schedule Calendar header to open the Views & Template Options sidesheet

  3. In the 'Starts With' section, select 'Templates'

  4. Select the desired Scheduler Template to update

  5. Click the 'Save' icon to update the selected Scheduler Template


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Shift Templates

 

Shift Templates will populate details when creating a Shift for an Employee. Once saved, Shift Templates appear at the top of the 'Create New Shift' window when adding Shifts to a selected Employee. The Shift Templates displayed are based on the Jobs associated with the selected Employee on their Employee Record. 

 


Creating a Shift Template


To create a Shift Template: 

  1. Populate the desired Shift details
    • Job
    • Responsibilities
    • Rating
    • Start Time
    • End Time

  2. Check the 'Create Template' checkbox

  3. Enter a name for the Shift Template


  4. Click 'Save'


Using a Shift Template


To use a Shift Template:

  1. Create a new Shift associated with an Employee

    The Shift Templates associated with Jobs held by that Employee will populate at the top of the 'Create New Shift' window


  2. Click the desired Shift Template to populate the Shift details with



Deleting a Shift Template


To delete a Shift Template:

  1. Open an existing Shift with the Job associated with the Shift Template to be deleted

  2. Click the 'X' icon on the Shift Template


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