---
title: "Shift Templates"
slug: "shift-templates"
description: "Shift templates pre-fill job, responsibilities, rating, and start/end times when adding a shift. Create, use, and delete from the calendar."
updated: 2025-08-28T16:28:20Z
published: 2025-08-28T16:28:20Z
canonical: "docs.restaurant365.com/shift-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Shift Templates

## Shift Templates

Shift templates will populate details when creating a shift for an employee. Once saved, shift templates appear at the top of the Create New Shift window when adding shifts to a selected employee. The shift templates displayed are based on the job(s) associated with the selected employee on their employee record.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/63476183-bac8-4f71-81cc-d06a47657917.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A28%3A19Z&se=2026-10-27T16%3A28%3A19Z&sr=c&sp=r&sig=AofVyGnWtjifIVIT%2BadkMj3tKqTLmwYXvSglccnTp1o%3D)

---

## Creating a Shift Template

Follow these steps to create a shift template:

****1)** Create a new shift for an employee or job.**

Learn more about [creating shifts here](/doc/docs/scheduling-creating-and-editing-schedules). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O75H3EI9.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A28%3A19Z&se=2026-10-27T16%3A28%3A19Z&sr=c&sp=r&sig=AofVyGnWtjifIVIT%2BadkMj3tKqTLmwYXvSglccnTp1o%3D)

****2)** Populate the desired **shift details:****

- Job
- Responsibilities
- Rating
- Start Time
- End Time

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZPOV5KQ4.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A28%3A19Z&se=2026-10-27T16%3A28%3A19Z&sr=c&sp=r&sig=AofVyGnWtjifIVIT%2BadkMj3tKqTLmwYXvSglccnTp1o%3D)

****3)** Check the **Create Template** checkbox.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YJXPR1HN.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A28%3A19Z&se=2026-10-27T16%3A28%3A19Z&sr=c&sp=r&sig=AofVyGnWtjifIVIT%2BadkMj3tKqTLmwYXvSglccnTp1o%3D)

****4)** Enter a **Template Name** for the shift template.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-20BRGGT1.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A28%3A19Z&se=2026-10-27T16%3A28%3A19Z&sr=c&sp=r&sig=AofVyGnWtjifIVIT%2BadkMj3tKqTLmwYXvSglccnTp1o%3D)

****5)** Click **Save.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W05U61XD.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A28%3A19Z&se=2026-10-27T16%3A28%3A19Z&sr=c&sp=r&sig=AofVyGnWtjifIVIT%2BadkMj3tKqTLmwYXvSglccnTp1o%3D)

---

## Using a Shift Template

Follow these steps to use a shift template:

****1)** Create a **new shift** associated with an employee or job.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O75H3EI9.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A28%3A19Z&se=2026-10-27T16%3A28%3A19Z&sr=c&sp=r&sig=AofVyGnWtjifIVIT%2BadkMj3tKqTLmwYXvSglccnTp1o%3D)

The shift templates associated with the selected job(s) held by the selected employee will populate at the top of the Create New Shift window.

****2)** Click the desired **shift template** to populate the shift details.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TCBZUTPO.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A28%3A19Z&se=2026-10-27T16%3A28%3A19Z&sr=c&sp=r&sig=AofVyGnWtjifIVIT%2BadkMj3tKqTLmwYXvSglccnTp1o%3D)

---

## Deleting a Shift Template

Follow these steps to delete a shift template:

****1)** Open an existing shift with the job(s) associated with the shift template to be deleted.**

****2)** Click the **X button** on the shift template.**

**This action is irreversible.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J01ETWOS.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A28%3A19Z&se=2026-10-27T16%3A28%3A19Z&sr=c&sp=r&sig=AofVyGnWtjifIVIT%2BadkMj3tKqTLmwYXvSglccnTp1o%3D)