Scheduler Templates and Shift Templates

This article reviews Scheduler Templates and Shift Templates within the Schedule Calendar.

Scheduler Templates

Scheduler Templates will populate a weekly Schedule with both assigned and unassigned Shifts.

Creating a Scheduler Template

To create a Scheduler Template:

1. Populate a weekly Schedule with the desired Shifts

2. Click the 'Gear' icon in the Schedule Calendar header to open the Views & Template Options sidesheet

3. In the 'Starts With' section, select 'Templates'
    

4. Click the 'Plus' icon to open the 'Add Scheduler Template' window
    

5. Enter a name

6. Click 'Submit'

Using a Scheduler Template

When creating a new weekly Schedule, the 'Add Shifts' window will open, where a Scheduler Template can be selected as the starting point. Learn more about Creating and Editing Schedules here.

Scheduler Templates can also be used to add additional Shifts to an existing Schedule, or to overwrite an existing Schedule.

To add Shifts to or overwrite an existing Schedule:

1. Click the 'Gear' icon in the Schedule Calendar header to open the Views & Template Options sidesheet

2. In the 'Starts With' section, select 'Templates'

3. Select the desired Scheduler Template

4. Click 'Use' to open the 'Template Use' window
    

5. Select the desired Departments or Jobs

6. Click 'Add To' or 'Overwrite'

   • Add To - Shifts for the selected Departments or Jobs will be added to the existing Schedule

   • Overwrite - Existing Shifts on the Schedule will be removed and Shifts for the selected Departments or Jobs will be added.

Updating a Scheduler Template

All Scheduler Templates can be updated to match the selected Schedule. 

To update an existing Scheduler Template:

1. Confirm that all of the desired Shifts for the Scheduler Template are currently displayed on the Schedule Calendar

2. Click the 'Gear' icon in the Schedule Calendar header to open the Views & Template Options sidesheet

3. In the 'Starts With' section, select 'Templates'

4. Select the desired Scheduler Template to update

5. Click the 'Save' icon to update the selected Scheduler Template