Scheduler templates populate weekly schedules with both assigned and unassigned shifts.
When Scheduled Unpaid Breaks are enabled, any unpaid breaks added to those shifts are saved with the template and automatically applied when the template is used.
Shifts that include unpaid breaks retain those breaks when applied from a template. If Scheduled Unpaid Breaks are disabled for the location, breaks are ignored and only the base shifts are created.
After applying a template, break start times and durations can be edited as needed in the Add/Edit Shift view. Any schedule created from a template reflects net labor hours—gross shift time minus unpaid break time.
Creating a Scheduler Template
Follow these steps to create a scheduler template:
Click steps to expand for additional information and images.
1) Populate a full week’s schedule with the desired shifts.
Learn more about creating shifts.
2) Click the Options button in the schedule header to open the Views & Template Options menu.
3) In the 'Start With' section, select Templates.
4) Click the Plus button.
5) Enter a name for the template.
6) Click Submit.
Update a Scheduler Template
Follow these steps to update an existing scheduler template:
Click steps to expand for additional information and images.
1) Confirm that all of the desired shifts for the scheduler template are currently displayed on the schedule.
2) Click the Options button in the schedule header to open the Views & Template Options menu.
3) In the 'Start With' section, select Templates.
4) Select the desired scheduler template that will be updated.
5) Click the Save button to update the selected scheduler template.
Use Scheduler Templates
When creating a new weekly schedule, the 'Add Shifts' window will open, where a scheduler template can be selected as the starting point.
AI-Generated Shifts (Beta)
When AI-generated shifts are pending review on a new week, the ‘Add Shifts’ window includes an option to use AI shifts instead. Learn more about AI-Generated shifts and how to generate AI Shifts.
This feature is in beta. Contact your CSM to learn more.
Scheduler templates can also be applied to weeks with existing shifts. Learn more about using scheduler templates to create shifts.