Create a shift template

Create shift templates to save you time when creating shifts.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

To help save time you can set up pre-defined shift templates when you need to create recurring shifts, and when you plan shifts in the future.

Only employees with administrator and scheduling administrator access can follow these steps:

  1. Click your name in the top right, then click Settings.

  2. On the general settings menu click Scheduling, then click Shift templates.

  3. Click Add new and enter the name of the shift template.

  4. Specify the shift times, and the length of the unpaid break.

  5. If you have created an area, select an area from the Default area drop-down.

    📎NOTE: If an employee has not been assigned their own default area, the Default area in from a shift template will be used.

  6. Select the relevant Schedule groups which can use this shift template.

  7. Click Add.

📌TIP: To edit a shift template click on the pencil icon. To delete a shift template click on the rubbish bin icon.

Did this answer your question?