Scheduling Application
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      How to Add Shift Templates

      What are Shift Templates?

      Shift Templates are pre-made shifts that can be dragged and dropped into the calendar.  Shift Templates provide a quick and convenient way to add shifts when working in the Scheduler or Shift Planner. Shift Templates can be added from the Shift Templates feature in the Left Nav or directly from the Scheduler or Shift Planner when adding shifts. 

      1. On the left nav, click Scheduling > Plan. We're using Location Plan for this example.
      2. Select the Shift Templates tab.
      3. Click the ellipsis > Add.
      4. Enter and select all the pertinent details.
      Setting Description
      Name Display name of the Shift Template stored in the shift templates tab (show picture) 
      Color Display color of the Shift on the Scheduler
      Start Time The starting date and time of the shift.
      End Time The ending date and time of the shift.
      Criteria

      The options displayed here are based on the Schedule Criteria assigned to the related Schedule Plan. 

      e.g. Location, Department
      Job Selector

      Select a Job to be assigned to the shift. 

      * Enable Job Selection must be enabled in the related Schedule Plan.
      Est. Break (min.)

      The estimated break of the shift. 

        The break time entered is only used for “Planned” hours totals accuracy in the Scheduler. Entering a break time will not deduct the break automatically from the hours worked on the timecards.
      Is Critical Marks shift as "Critical" for classification and workflow decisions.
      Notes Notes are displayed in the Shift details and in the alert sent to employees.

      Applying the shift you've created

      You can select the Shift Planner (for planning purposes) or Scheduler (actual live calendar) tab.

      Scheduler Tab

      1. Select the employee, click the ellipsis > Template.
      2. Select a template and click Select.
      3. Drag and drop the new shift to a different date and employee(s) to copy the template to their schedules, if needed. 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. 
      4. Click Publish.
      5. You have the opportunity to review your selections here. If everything looks okay, click Publish.
      6. Once published, you can edit, save, copy, or archive the schedule you've created.

      Shift Planner Tab

      1. After creating the new shift template, click the documents icon.
      2. Select the applicable shift template. Click Select.
      3. The template populates on the day you've added it.
      4. If desired, click the Weekly by Criteria dropdown and make your selection to use the applicable shift planner view.
      5. 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. 
      6. Click Publish.
      7. Click Publish.

      You're done! 😊👍

      If you have questions, please call us at (888) 783-1493, email support@workeasysoftware.com, or submit a ticket