Adding a templated shift can save time and ensures consistency by allowing you to quickly apply pre-defined shift structures, reducing the need for manual input and minimising errors.
Enable templated shifts
Before creating a templated shift, please make sure that this feature has been enabled.
Go to General Settings in the configuration (the cog icon in the top right-hand corner).
Head over to the Scheduling & Timesheets section, tick Show Templated Shifts, and click Update.
Create templated shifts
Go to Scheduling in the configure portal.
Click on Add Templated Shift.
Name the shift, select the time range, and choose the hour type.
Once a templated shift is created, you can simply drag and drop it to any day, any employee, any rota to auto-fill the block.
To delete a templated shift, click on the 3 dots and select Delete.
Template Shift Names – Now show on shift when copied across from a templated shift.
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