Templates allow you to easily populate your schedule with the right amount of staff, based on your week's forecasts. You can save existing schedules as templates.
To create a template from your current schedule, click the wrench icon in the top-right corner of the Scheduler, and select Templates from the drop-down menu that appears.
In the window that appears, click the appropriate schedule, and then Create from schedule.
Name and describe the template.
Then select what kind of a template it is. Assigned templates have all currently assigned shifts copied over, whereas Unassigned templates only provides the necessary House Shifts.
When finished, click Create.
Templates from Schedules - Download QuickGuide
(This will prompt you to log into HotSchedules, and then guide you through the process click by click.)