Rota templates let you save commonly used rota patterns so you can quickly build future rotas without starting from scratch. Templates can be based on specific branches, positions or rota types.
Save an existing rota as a template
If you've already created a rota that you'd like to reuse, you can save it as a template.
Open the Rota and go to the week you want to save:
Click the '...' button next to Publish
Select Rota templates
Click 'Save week'
Choose a name for your template, then decide whether to:
Keep shifts assigned to employees – creates an exact copy of the rota
Convert shifts into fillable shifts – creates a template based on staffing requirements without assigning employees.
4. Click Create
Create a new rota template or edit an existing template
You can also build a brand-new template or edit an existing one by going to 'Manage templates'
Apply a rota template
Once you've created a template, you can use it to populate a rota in just a few clicks.
Important
Any filters currently applied to the rota will affect which shifts are imported.
For example, if you have filtered the rota to show only the Store assistant position, only store assistant shifts from the template will be imported.
Make sure your filters are set correctly before applying a template.
Permissions
Managers can:
Save weeks as templates
Create and edit templates
Import templates into the rota
Supervisors can:
Import existing templates into the rota
They cannot create, edit or delete templates.