--- title: "Create Shifts from Template or Prior Week" slug: "create-shifts-from-template-or-prior-week" description: "Populate a new schedule week by copying shifts from a saved scheduler template or from a previous week's schedule." updated: 2026-09-21T18:23:54Z published: 2026-09-22T05:00:03Z canonical: "docs.restaurant365.com/create-shifts-from-template-or-prior-week" stale: true --- > ## 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. # Create Shifts from Template or Prior Week The [Schedule Calendar](/doc/docs/schedule-calendar) includes tools to efficiently create weekly schedules based on existing templates or prior weeks. Using a saved scheduler template or copying from a previous week reduces setup time and helps maintain schedule accuracy and consistency across pay periods. Learn more about [creating or editing individual shifts](/doc/docs/create-or-edit-shifts). --- ## Security Users must have the following permission(s) create, edit, and delete shifts: - Labor → Scheduling → Schedule → Add/Edit/Delete Shifts Users must have the following permission(s) publish or unpublish shifts: - Labor → Scheduling → Schedule → Publish/Unpublish Shifts These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Navigation Shifts are created and managed on the Schedule Calendar. 1. Navigate to the **Workforce** application. 2. Click **Schedule** from the Scheduling dropdown. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QMPHKZPN.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) --- ## Add Shifts by Auto-Populating a New Week Follow these steps to create a new week of shifts by applying a saved scheduler template or copying from a prior week: *Click steps to expand for additional information and images.* ****1)** Navigate to the **Schedule** section of the Scheduling tab.** Open the **Scheduling** tab, then select the **Schedule** section. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C2VNSGI6.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****2)** Click into a new week on the **Schedule Calendar**.** The **Add Shifts** window appears when opening an upcoming week for the first time or when the last shift is deleted for the displayed week. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-T5R3SHU3.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) > [!NOTE] > Select Cancel to skip adding shifts. The schedule remains blank. ****3)** Select the method to auto-populate shifts from the **Add shifts** window.** **a) Scheduler Template**: Opens a dropdown to **Select Template**. Learn more about [Scheduler templates](/doc/docs/scheduling-scheduler-templates-and-shift-templates). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D2GRRGDC.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) **b) Prior Week**: Auto-populates shifts from a previous week using the date picker. Includes a checkbox to **Exclude Unpublished Shifts**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OXUPUEUF.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) **c) AI Shifts**: Learn more about [AI-generated shifts](/doc/docs/ai-generated-shifts-concept) and [how to generate AI-suggested shifts.](/doc/docs/generate-ai-shifts) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CB2J5U1G.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) In Beta This feature is in [beta](/doc/docs/user-research). Contact your CSM to learn more. ****4)** Enter additional fields. *(Optional)*** **Optional fields:** - **Include All Departments/Jobs**: Adds shifts for all departments and job types. - **Include All Shift Notes**: Copies all notes from the selected template or prior week. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4TR0082F.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****5)** Click **Add Shifts.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7ZCDLMM2.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) Learn how to [edit shifts](/doc/docs/create-or-edit-shifts#edit-a-shift) that have been added to the schedule calendar. --- ## Add Shifts from a Schedule Template Follow these steps to add shifts from a schedule template: *Click steps to expand for additional information and images.* ****1)** Select the **filter icon**.** The View Options and Templates menu will open in a side sheet. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MG28BDIO.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****2)** Scroll to the **Start With** section.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-F4EDCXGN.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****3)** Select a **template** from the dropdown.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9PUN8GA2.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****4)** Click **Use**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9PUN8GA2.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****5)** Select a **Department/Job** from the dropdown.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LT521U27.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****6)** Check or uncheck the ‘**Include shift notes**’ checkbox.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NHBMPWUH.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****7)** 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ND8BKFYN.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) --- ## Add Shifts from Prior Week Follow these steps to add shift from a prior week: *Click steps to expand for additional information and images.* ****1)** Select the **filter icon**.** The View Options and Templates menu will open in a side sheet. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MG28BDIO.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****2)** Scroll to the **Start With** section.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-F4EDCXGN.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****3)** Select **Prior Week** and choose a date from the date picker.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V3Q7C3VU.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****4)** Select a day from the calendar and click, ‘**OK**.’** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SJPO9ISA.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****5)** Select a **Department/Job** from the dropdown.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LT521U27.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****6)** Check or uncheck the ‘**Include shift notes**’ checkbox.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NHBMPWUH.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D) ****7)** Click ‘**Add to’** or ‘**Overwrite**.’** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ND8BKFYN.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A14Z&se=2026-11-13T18%3A00%3A14Z&sr=c&sp=r&sig=sNUnO6Nyn0yDT0E3L6nWgJtxXueurGyr9gKhD%2FOpu5U%3D)