Add Shift Templates

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 > Schedule Plan. Select the Shift Templates tab.
Click the ellipsis > Add.
Enter the required details. For field definitions, see the settings table as follows.
Click Save.

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.
Location*	Requires ByLocation in Settings > Scheduling > Schedule Criteria.
Est. break (min.)	Estimated break duration in minutes. Used for Planned Hours Totals accuracy in the Scheduler. Does not automatically deduct break time from worked hours on timecards.
Is critical	Marks a shift as critical for classification and workflow decisions.
Notes	Comments shown in Shift details