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Using shift templates

How to create a shift from a template

Mark Borham avatar
Written by Mark Borham
Updated this week

If you have shifts that frequently have the same positions, hours, breaks, etc., but not always assigned to the same employees, you can create Shift Templates. Here's how to do it:

  1. Create a Shift Template (i.e. Mid Day Shift)

  2. Use the "From Template" option in the scheduler

See for yourself how easy it is! ⚡️

IMPORTANT

Only admins and managers of all locations can create shift templates. Please, refer to them if you do not have the access to create a template.


Step By Step

1 - Create from template

Simply hover your mouse on the desired box and click on the "From template" button.

2 - Choose your template

You can select the desired template or use the search bar to find the template you're looking for quickly!

That's it!


**Please note that when you create a shift for an employee from a template, you will only see the templates associated with the positions in that employee's profile!

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