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How to Save a Roster as a Template

Instructions to save an existing roster as the basis for a new roster period

Updated over 6 months ago

Saving a roster as a template in SaucedIt allows you to reuse an existing schedule as the basis for future roster periods. This helps save time, maintain consistency across locations and ensure coverage patterns remain accurate. Templates can be created from any completed roster and applied when building a new one. This guide explains how to save a roster as a template.

Quick Guide

Saving a Roster as a Template

  1. From the Dashboard, click on Roster in the left-hand column.

  2. Under Rostering, choose to view by day, week, or fortnight.

  3. Ensure the correct period is selected.

  4. Toggle through roster periods using the arrows to the right of All Location.

  5. Select the locations you wish to view.

  6. Click the three dots in the top right corner.

  7. Choose Save Week as Template from the dropdown menu.

  8. Enter a name for the template.

  9. Click Save.

  10. The template will now be available under Roster Templates when creating a new roster period.

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