Learn how to save a Roster Template in Timesheets and Roster on Payroller with our simple guide below.
When saving a roster template, it will follow the roster duration selected in your Roster View — either ‘Week’ or ‘2 Weeks’. Make sure your calendar view reflects the period you want to save.
Step 1: Go to ‘Roster’.
Step 2: Click ‘Actions’.
Step 3: Select ‘Save Template’.
Step 4: The ‘Schedule period’ will match your current roster view.
Step 5: Enter a ‘Template Name’.
Note: The display should also include the total number of shifts for the selected period.
Step 6: Choose the details you want to save by selecting the appropriate ‘radio button’.
Step 7: Click ‘Save’.
All saved templates can be used for future rosters. You may review How to Insert Roster Template for reference.
Learn how to complete other timesheets and rosters functions on Payroller with our other simple guides:
Discover more tutorials for using Payroller
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