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How do I create schedule templates?

Using templates by location, position, or schedule type to create your own schedule in just a few clicks

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Written by Charles Vallières

Save an existing schedule as a template

One way to create a template is to save a current week as a template.

To do this, first select the correct week in the planner and, if necessary, filter the desired positions in the filters on the left.

  1. Click More (...) to the left of the Publish button.

  2. Click Schedule templates.

  3. Click Save week.

  4. Name your template.

  5. Click Create.

Create a schedule template

To create a new schedule template from scratch, first go to the Schedule tab in the main menu on the left to access the scheduler.

To create the template for a specific positions and not all of them, simply select the positions in the position filters on the left.

  1. Click More (...) to the left of the Publish button.

  2. Click Shift templates > Manage templates.

    3. Click Create.

4. Name your template.

5. Select the location (if applicable).

6. Click on Create.

Then create the schedule in the same way as you would in the scheduler.

Your template will be automatically saved, so you can simply click on the X in the top-right corner to return to the scheduler.

Use schedule templates

Once you've created templates, you can use them to create your schedule in just a few clicks!

  1. Click More (...) to the left of the Publish button.

  2. Click Schedule templates > Import to schedule.

  3. Select the template you wish to import.

  4. Check the desired options under the Conflict management section.

  5. Click Apply template.

Important: When you import a schedule template, active filters will be taken into account. This means that if you filter the "cashier" position, for example, and try to import a complete template for all positions, only the shifts associated with the filtered position will be imported, so be sure to adjust your filters according to the desired result before importing the template.

Troubleshooting

Schedule templates do not look at recurring shifts, so check to make sure you have non-recurring shifts on the missing schedule template by following the instructions to manage existing templates below. Once you've made the adjustments to the template as needed, they will appear available to import.

Manage existing templates

You can easily edit or duplicate your templates.

  1. Click More (...) to the left of the Publish button.

  2. Click Schedule templates > Manage template.

  3. Click the three dots to the right of the desired template.

  4. Select an option from Edit, Duplicate, or Delete.

Role restrictions

Managers can save a week as a template, modify a template, and import it into the schedule. Supervisors can only import a template into the schedule.

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