Templates are a great tool to improve efficiency in writing schedules. It saves time by generating multiple shifts at once that can then be fine-tuned and assigned out to employees.
This article covers troubleshooting steps when unable to apply a template. Please visit these articles for more information about creating, editing, and applying templates:
When you open the menu to use a template, the Apply button should appear to the right of the template name. This article will review what to check if you ever find that the Apply button is missing.
Fig.1 - Screenshot description
Templates can only be Applied to Blank Schedules
Templates can only be applied to schedules in the status of Not Started or Deleted. After it is applied, managers can make changes to, create, or delete any shifts on the schedule. For this reason, only one template can be applied per schedule per week. So, applying a template should always be the first step in creating the schedule.
When applying a template to a schedule, if the Apply button is missing, follow these steps:
- Confirm that the correct week is selected at the top of the template window. It will default to the same week you have open on the Scheduling tab. Therefore, if you were reviewing past weeks, make sure to select the week you are currently writing schedules for.
- Check the status of the schedule. If someone has already worked on this schedule in the specified week, it will be in a Saved, Posted, or Reposted status. At that point, the schedule would have to be Deleted before a template could be applied. You can visit this article for a guide to deleting schedules: HS Scheduling: Delete a Schedule.
Fig.2 - Screenshot description
HS Scheduling: Creating and Applying Templates
HS Scheduling: Edit and Delete Existing Templates
HS Scheduling: Delete a Schedule
Please sign in to leave a comment.