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Creating a Signup Template
Creating a Signup Template

Here is a step-by-step tutorial for creating worker signup templates

Updated over 2 years ago

1. Begin by logging in, going to the Events page, and then clicking Workers



2. Next, click "Templates", then on the "Templates" page click "Create New Template in the upper righthand corner.



3. Enter the "Template Name", "School Year", and "Template Description". Then click the "Shifts" tab below the "General Information" section.



4. In the "Shifts" section, enter all the shift 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. If you don't want that shift to be openly available for workers to sign up for, uncheck the "available for Public Signup" box. Once you've entered all the shift info, click "Add Shift".

Repeat until all needed shifts have been added for this template, then click "Save Template" at the bottom.



5. Once a template is created, that template can now be used to create signups for upcoming events. To do that, see "Creating Worker Signups From a Template".



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