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How do I create a shift from a template?

Using shift templates

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Written by Charles Vallières

If you have shifts that frequently have the same parameters (positions, hours, breaks, and so on), you can create shift templates with predefined criteria that will then be available for a one-click creation feature in the schedule.

Create from template

On the schedule page, hover over the desired day on an employee's line, and click From template.

Select your template

Select your desired template or use the search bar to find the template you're looking for quickly.

Important: When you create a shift for an employee from a template, you'll only see the templates associated with the positions in that employee's profile.

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