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Templates

Templates hold reusable shifts independently of a dated roster. You need the Can edit rosters permission.

Create a template

Section titled “Create a template”
  1. Open Admin, then Templates.
  2. Select Add template.
  3. Enter a Template name and optional Description, then select Add.
  4. Select Edit beside the new template.
  5. Add shifts with their Start Time, End time, Break, Day, Role and optional note.
  6. Select an existing shift to change or delete it.

The template is ready to load into a roster. Its estimated cost uses role rates, but a template does not assign individual users.

Save or load a roster pattern

Section titled “Save or load a roster pattern”
  1. While editing a roster, select Save template to save its current shifts. Enter a name and description, then select Save template. Assigned users are not saved.
  2. To reuse a pattern, edit the destination roster and select Load template.
  3. Choose the template and select Load shifts.

The template’s shifts are added to the roster. Loading a template does not delete shifts already there, so check for duplicates before publishing.

From the Templates list you can also rename, duplicate or delete a template. Deleting one cannot be undone.

Section titled “Related guides”