Shift templates are ready-made shifts you can drag and drop into the calendar. They provide a fast way to add shifts while using the Scheduler or Shift Planner. Access them from the Shift Templates option in the left navigation or from the add‑shift flow in Scheduler or Shift Planner.
Create shift templates
In the left navigation, click Scheduling > Plan. For this example, use Locations Plan.
Select the Shift Templates tab.
Click the ellipsis > Add.
Enter the required details. For field definitions, see the settings table as follows.
Setting | Description |
|---|---|
Name | Display name for the template stored in the Shift Templates tab. |
Color | Color used to represent the shift on the Scheduler. |
Start time | Shift start date and time. |
End time | Shift end date and time. |
Criteria | Determined by the Schedule criteria assigned to the related Schedule plan such as Location or Department. |
Job selector | Selects a job to assign to the shift. Requires Enable job selection in the related Schedule plan. |
Est. break (min.) | Estimated break duration in minutes.
|
Is critical | Marks a shift as critical for classification and workflow decisions. |
Notes | Comments shown in Shift details |