The Template Generator in HotSchedules allows you to build templates of shifts to apply to your schedules in the future. Applying a template allows you to skip the process of manually creating every single shift in your schedule, so it is particularly useful if you have some consistent shifts.
Building out your templates does require some time at first, but it will save you from having to do this each week. You may find that it is easier to begin making a new template based on an existing one. For example, you may need to make a new Server template with a few extra shifts than the one you normally use. It would obviously be faster if you could just copy your existing template into the new one and then add any additional shifts. HotSchedules has a feature that allows you to do just that.
Follow these steps to create a new template based on an existing template:
- Navigate to the Schedules tab.
- Select Method 2 - Template Generator and the Next button (You do not need to choose a date range to access the template generator).
- This will take you to the Template Creator page, where you will see all of the different ways you can create and edit a template.
- Locate the Create new based on existing section.
- Use the drop down menu here to select the existing template that you would like to use as your starting point.
- Select the Create button.
- The next screen will be the template generator, and you will see that all of the shifts from the existing template have been populated here. You can begin making any modifications necessary for your new template.
- Make sure you re-name your new template. It will default to having the same name as your original template with a number added to it.
Note: Remember that once a template is created, you cannot change the schedule that template is attached to. For example, if you created a template for the Bartender schedule, you will only be able to apply it to the Bartender schedule. If you accidentally select the incorrect schedule, there is no way to change it. You would need to create a new template for the appropriate schedule.
When you create a new template based on an existing one, it will be created for the same schedule that the existing one was attached to.