HS - Scheduling - Creating and Applying Templates

You know your business needs more than anyone, so why waste time creating the same schedules every week?  With Schedule Templates, you're able to quickly apply a specific template of shifts to one or many of your schedules at the same time.  This article to will walk you through how to first create the templates, and then apply them to your schedules.  Click HERE to learn how to forecast your templates.  Let's get started!

Creating Templates

To create a new template of shifts, navigate to the Scheduling page, select MENU in the upper, right-hand corner, and then select TEMPLATES.

Depending on what permissions are enabled, the Templates modal will include the following:

• A - A Date Picker to allow you to quickly change the week to apply a template
• B - Custom Templates tab to allow you to assign individual templates to the various schedules your site uses
• C - A Template Group (Also known as "Forecast Groups") tab which allows you to apply a group of templates to multiple schedules
• D - A list of the schedules your sites uses

It's important to know that templates are specific to schedules.  This is because shifts are specific to schedules, and templates are comprised of shifts.  Makes sense, right?  With that being said, to create a new template, you need to expand the schedule.

Any previously-created template for that schedule will appear, and if one of the templates has ben assigned, it will be marked as such.

Create a Template from the Current Schedule

If you created the perfect schedule, you would probably want to hold on to it, right?  You have the option to turn one of your current schedules into a template by selecting the corresponding option.  Simply name your new template, add an optional description, and choose whether you want your template to have the shifts assigned as they were in the schedule you copied from or if you want all shifts to be converted to House Shifts.

Create an Empty Template from the Template Generator

Selecting this option allows you to manually create each shifts.  It's a little more time consuming, but will save you time in the long run.  Just like creating a template based on a schedule, you'll have to name it first and then add an optional description before selecting NOW ADD SHIFTS to be directed to the Template Generator.

The Template Generator is broken down by your Day Parts.  In order to create a new shift, you'll need to create a new row and select which Day Part you want that shift to appear in.

Let's take a closer look at the contents of each row.  Each row is representative of one shift for each of your days in the week.  It will include what the Job and Location is along with the in and out times on each day.

The row will automatically default to certain selections and times, but you can easily change the Job and Location by selecting a different one from their respective dropdown.  You're able to change the time for a particular shift or for all shifts by clicking on one of the times.  Here, you're also able to specify if you don't need a shift for a particular day.

Each time you add a row and your changes are saved in real time, so there's no need to worry about losing your work.  Once you've finished, your Template Generator may look something like this: