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Creating shift templates

Shift templates let you save commonly used shifts so you can add them to your rota in just one click.

Everything in the shift is saved, including:

  • Start and finish times

  • Breaks

  • Positions

  • Resources

  • Tasks

  • Notes

  • Any other shift details

You can create a shift template in two ways.


Option 1: Save an existing shift as a template

If you've already created a shift you'd like to reuse:

  1. Click on the shift to open it

  2. Tick the 'Save as template' option

  3. Give your template a name

  4. Click 'Create'.

Your template will now be available whenever you create a new shift.


Option 2: Create a template from scratch

  1. Click 'Create' in the top-left corner of the rota

  2. Select Shift template

3. Give your template a name

4. Enter the shift details you want to save

5. Click Save.


Using your templates

Once you've created a template, simply select it when creating a new shift to populate all of the saved shift details instantly. This makes creating repeat shifts much quicker and helps keep your rota consistent.

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