Templates

Before this, I put together a schedule that I'm planning to turn into templates for reuse in upcoming weeks. My goal is to split it into two weekly templates: one for morning shifts and another for evening shifts. Curious about how this works? Let’s jump in.

First step: I gather all the morning shifts.

Next, I click the “template” button and choose the “save weekly” option.

You'll then see all your selected shifts. Name your template and save it.

Remember, if you wish to save the entire schedule as a weekly template, there's no need to select individual shifts. Simply click the template button and save.

Now, let's tackle the evening shifts in the same way, turning them into another weekly template.

To deploy your weekly templates, just select the week you want to apply them to, hit the template button again, and opt for load weekly.

Then, you’ll see all the weekly templates you and others with scheduling permission have created.

I’ll apply the “morning shifts” template first.

Following that, I’ll load the “evening shifts” template.

And just like that, you're all set to organize your team's week in no time.

Auto assignment:

Here's a different approach to leveraging templates. Imagine you have a bunch of open shifts, like the one I set up in advance.

We'll load it up now. Notice that a warning pops up, indicating that using this template will cause some shift overlaps. Essentially, any overlapping shifts from the template will move to the open shifts. I'm going ahead with loading it.

Now, we're faced with numerous open shifts. Tackling these individually could be a bit of a marathon. But, here’s where it gets exciting.

We've got this incredible feature called Auto assignment! It seamlessly matches all the open shifts with available employees.

Feels like magic, doesn’t it? It's a real game-changer.

And one more thing before we wrap up: the Template page. This is your one-stop-shop for all things template-related!