Shift templates are reusable shifts that can be added to schedules from the Scheduler or Shift Planner. A template can store shift times, display color, schedule criteria, estimated break time, and other shift details.
Navigation: Products → Scheduling → Shift Templates
Create a shift template
Open Scheduling, and then select the Shift Templates tab.
Open the More actions menu and select Add.
Complete the template settings available for your configuration.
Setting | Description |
|---|---|
Name | Enter the name displayed in the Shift Templates list. |
Color | Select the color used to identify shifts created from the template. |
Start time | Set the shift start time. |
End time | Set the shift end time. |
Shift Type | Select whether the shift ends on the same day or continues into another day. WorkEasy displays the calculated duration beside this field. |
Locations, Departments, and Positions | Assign the scheduling criteria that apply to the template. Available criteria depend on the organization's Schedule Criteria configuration. |
Job | Select a job when job information is used for scheduling. |
Est. Break (min.) | Enter the estimated break duration in minutes. This value supports planned-hours calculations and does not automatically deduct break time from worked hours. |
Is critical | Mark the shift as critical when the organization's scheduling process uses this classification. |
Notes | Add information that users should see in the shift details. |
Configuration: Schedule criteria are managed from Global Settings → Scheduling → Schedule Criteria. The fields shown in a shift template can vary based on configuration.
Select Save.
Result: The template appears in the Shift Templates list and is available for reuse while building schedules.