Scheduling with Shift Templates

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Overview

Use shift templates to quickly add standard shifts to the schedule.

Shift templates (formerly called shift blocks) save you time when you need to schedule shifts that have a consistent start and end time. Instead of manually entering in custom shifts details one-by-one, shift templates allow you to schedule a shift quickly and easily.

You can also use shift templates to schedule shifts from your computer or Android phone.

Things to know before you begin

You must have supervisor, manager, or account holder access privileges to make schedule changes.

Things to do before you begin

Use a shift template to schedule a shift

  1. From the iPhone/iPad app, tap the Schedule Scheduler tab at the bottom of the screen.
  2. Tap the + icon in the top-right corner of the screen.Add shift button
  3. Tap the shift template you need to add to the schedule.Shift template list
  4. Modify the shift as needed before saving.Add shift template menu
    • The shift template is assigned as an OpenShift by default. Tap Who to assign the shift to an employee (a Alert icon next to an employee’s name indicates they have a schedule conflict).
    • The date of the shift defaults to the current day. Tap Date to change the day the shift takes place on.
  5. When you’re done making changes, tap Save in the top-right corner of the screen.
    A prompt appears asking how you’d like to save the shift.Save options

    • Tap Save to save the shift and leave it unpublished. The employee won’t see the shift until it is published.
    • Tap Save & Publish to save the shift and publish it. The Save & Publish option does not send a notification to the employee. If you want to send the employee a notification about the shift, tap Notify. For more information, check out Publishing and Notifying Staff About the Schedule.
Updated on September 18, 2017

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