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Why can't I use a shift template for my employee?

If you can't see or use a shift template for your employees, one of the reasons below could be the cause.

Angevie Pié-Gaillardetz avatar
Written by Angevie Pié-Gaillardetz
Updated yesterday

Need to use a shift template for your employee, but you can't access it? This article will explain why this happens and how to fix it!

Please note that only an administrator or manager of all locations can create shift templates. Please refer to this person if you do not have access!

For details of how to create them, click here.

To find out how to use shift templates, click here.


1- Position Associated with Shift Template Missing from Employee Profile

If you try to assign a shift template to an employee, but you don't see it, it's possible that the position associated with the template is not assigned to the employee.

You will only see the templates associated with the positions the employee has in their profile!

If you enter the template name in the search bar and no results appear, this means that the employee does not have the position in their profile.

To change this, go to the user's individual profile and check their positions via "HR" -> "Employees" -> "Roles & Positions."

You can then assign the position and save.


2- No template has been created for this position

It is also possible that no template has been created for the position.

If you have the required access, you can validate it by clicking on the "Create" button in the planner.

If you don't have the required access, simply ask an administrator to do it for you.


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