Templates allow you to apply pre-made shifts to your schedules in the future. It saves you from having to create every shift from scratch each week. Building out your initial templates can take some time, but this article will describe a feature that may simplify it for you.
The Create Template feature in the scheduler allows you to create a template from the shifts you have already made in your schedule. For example, you could write your schedule with all of the consistent shifts that you have from week to week. Then, you can save those shifts as a template from the scheduler. You will be able to apply that template to weeks in the future, and those shifts will be placed in the scheduler again with one step.
This article will describe how to use the template creator within the scheduler. If you do not see the template creator in your scheduler, you may need to enable the feature. Please see this articleto do so.
Follow these steps to create templates within the scheduler:
- Log into your HotSchedules account and navigate to the Schedules tab.
- Use the drop down menu to select the week of the schedule you would like to turn into a template.
- Select Method 7 - Edit a Schedule and the Next button.
- On the next page, you will select the schedule you would like to turn into a template.
- You can create a template from a schedule you are still working on or a posted schedule. The template will be created with whatever shifts you have in the scheduler at this time.
- Within the scheduler, the Toolbar Functions will be on the left side of the screen.
- Locate the section titled Templates.
- Enter the name of your template in the Name field. The description is optional.
- Select the Create button.
The scheduler will refresh and allow you to continue making any changes to the schedule for the week, but the template has already been saved. If you would like to make any adjustments to that template, you can do so in the template generator. If you make any changes in the scheduler and save another version of the template, you may want to erase any duplicates in the template generator to avoid confusion.
Note: Two versions of your template will be saved when you create a template within the scheduler. You will see this when you go to apply the template to a future week. For example, pretend that you created a template from the scheduler called "Normal Week." When you go to apply that template to a future week, you will see two versions to choose from to apply, "Normal Week" and "Normal Week (1)[G]."
- The template with the (1)[G] added onto the name will generate your shifts as house shifts.
- The other template, with just the name, will generate an exact duplicate of the original schedule, with the shifts assigned to the same employees that had them in the scheduled you created the template from.