---
title: "Create a Shift Template"
slug: "adding-shift-templates"
description: "Streamline your scheduling with Shift Templates—easily drag and drop ready-made shifts into your calendar using the Scheduler or Shift Planner."
updated: 2026-09-02T19:02:06Z
published: 2026-09-02T19:02:06Z
canonical: "help.workeasysoftware.com/adding-shift-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Shift Template

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

1. Open **Scheduling**, and then select the **Shift Templates** tab. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-RXW9F75G.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A41%3A11Z&se=2026-11-01T16%3A41%3A11Z&sr=c&sp=r&sig=IirlpCcD0ys9Rw1JYpqrBQd%2F8vaS2YKi8gXodrFbJdk%3D)
2. Open the **More actions** menu and select **Add**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-479TLDLT.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A41%3A11Z&se=2026-11-01T16%3A41%3A11Z&sr=c&sp=r&sig=IirlpCcD0ys9Rw1JYpqrBQd%2F8vaS2YKi8gXodrFbJdk%3D)

1. Complete the template settings available for your configuration. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-F0LKBR1M.png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A41%3A11Z&se=2026-11-01T16%3A41%3A11Z&sr=c&sp=r&sig=IirlpCcD0ys9Rw1JYpqrBQd%2F8vaS2YKi8gXodrFbJdk%3D)

| 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.

1. Select **Save**.

**Result:** The template appears in the Shift Templates list and is available for reuse while building schedules.