Skip to main content
Using Shift Templates

How to create a shift from a template

Mark Borham avatar
Written by Mark Borham
Updated over 3 months ago

If you have shifts that frequently have the same parameters (positions, hours, breaks etc.). You can create Shift Templates (see this procedure) with predefined criteria that will then be available for a one-click-creation feature in the scheduler.

  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! ⚡️


Step By Step

1 - Create from template

Simply move your mouse over 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!

Did this answer your question?