Shift Templates are ready-made shifts that can be easily dragged and dropped into the calendar. Shift Templates offer a fast and efficient method to incorporate shifts while using the Scheduler or Shift Planner. These templates can be accessed from the Shift Templates option in the Left Navigation or directly within the Scheduler or Shift Planner when adding shifts.
Creating Shift Templates
On the left nav, click Scheduling > Plan. We're using Locations Plan for this example.
Select the Shift Templates tab.
Click the ellipsis > Add.
Enter and select all the pertinent information. For more details, refer to the table Shift Templates Settings.
Shift Templates Settings
Setting | Description |
Name | The display name of the Shift Template stored in the Shift Templates tab. |
Color | The color used to represent the shift on the Scheduler. |
Start Time | The shift’s starting date and time. |
End Time | The shift’s ending date and time. |
Criteria | Determined by the Schedule Criteria assigned to the related Schedule Plan (e.g., Location, Department). |
Job Selector | Selects a job to assign to the shift. Requires Enable Job Selection to be enabled in the related Schedule Plan. |
Est. Break (min.) | The estimated break duration for the shift (in minutes).
|
Is Critical | Marks a shift as "Critical" for classification and workflow decisions. |
Notes | Comments displayed in Shift Details and included in employee alerts. |
Applying the Shift You've Created
You can select the Shift Planner (for planning purposes) or Scheduler (actual live calendar) tab.
Scheduler Tab
Select the employee, click the ellipsis > Template.
Select a template and click Select.
Drag and drop the new shift to another date and employee(s) to replicate the template in their schedules, if necessary. You can also reset, edit, or view its details.
When dragging and dropping, if the background is:
- Light orange, the employee does not meet the schedule plan criteria.
- Light blue, the employee meets the schedule plan criteria.Click Publish.
You have the opportunity to review your selections here. If everything looks okay, click Publish.
Once published, you can edit, save, copy, or archive the schedule you've created.
Shift Planner Tab
After creating the new shift template, click the documents icon.
Select the applicable shift template. Click Select.
The template populates on the day you've added it.
If desired, click the Weekly by Criteria dropdown and make your selection to use the applicable shift planner view.
If needed, drag and drop the new shift to a different date. You can also reset, edit, or view its details.
When dragging and dropping, if the background is:
- Light orange, the employee does not meet the schedule plan criteria.
- Light blue, the employee meets the schedule plan criteria.Click Publish.
Click Publish.
You’re all set! 😊👍
If you have questions, please call us at (888) 783-1493, email [email protected], or submit a ticket.