1. Begin by logging in, going to the Events page, and then clicking "Workers".
2. Next, click "Event Set Up" and then click "Templates" in the horizontal taskbar.
Once on the Templates page click "Create New Template" in the upper righthand corner.
You can create a new template or duplicate one you have already set up.
PRO TIP: Start with your most difficult or comprehensive set up for event type and quantity of workers. Then duplicate and edit it as needed.
3. Enter the "Template Name", "School Year", and "Template Description".
Then click the "Shifts" tab below the "General Information" section.
4. Click the green "+Add Shift" Button.
5. Next, in the "Shifts" section, enter all the shift information and options you'd like to be part of this template.
To add a shift, enter the "Shift Name", choose the shift "Type", enter "Location", add any specific shift "Instructions", and enter "Minimum" and "Maximum" workers needed for that shift.
NOTE: The information added to the template will be displayed on the Opportunities Sign Up page and will be included in automatic reminders sent to workers.
The "Position" field is used to signify in what order this shift is listed on the Opportunities Sign Up page. "0" being the first position and higher numbers will be listed further down the list.
Next add the "Category" for this Shift.
Choices for Category are Public, Private, Employee or you can create a Custom Tag.
The Category determines the permission a worker must have to sign up for this shift.
All workers are granted Public permission access.
Shifts that are marked "Public" are opportunities that any worker can sign up for.
Shifts that are marked "Private" or "Employee" must be granted those permissions by the Athletic Administrator under the Workers>Worker Roles from the Admin portal.
Permissions follow a hierarchy of access. A Worker with "Private" permissions can sign up for "Private" and "Public" shifts. A Worker with "Employee" permissions can sign up for "Employee", "Private", and "Public" shifts.
Complete the Shift Set Up by adding the "Compensation Type" and "Compensation Amount". These can be adjusted within Worker Set Up on an Event at a later date if needed.
Repeat these steps until all needed shifts have been added for this template, then click "Save Template" at the bottom.
PRO TIP: Click +Add Shift to add another Shift template to complete. After completing the last shift for this template do NOT click +Add Shift. Instead just click "Save".
Once a template is created, that template can now be used to create signups for upcoming events. To do that, see the Help Doc "Creating Worker Signups From a Template".