What are shift templates and why should I use them?

You must have noticed when you're assigning shifts to employees, you have to fill in the start time, end time, and lunch break repeatedly. Thankfully, there's an easier and faster way to do that — with "Shift Templates"!

Once you have set up "Shift Templates", you can use it to quickly auto-fill the start time, end time, and lunch break.

If your employees are working in different work locations but have the same work schedule (shift times), then they can still use the same shift template.

Scenario 1:

Tommy needs to work in Store A today (08:00 - 12:00) and Store B tomorrow (08:00 - 12:00). In this scenario, you can use the same shift template to create the shifts for Tommy. You just have to choose a different working location for each shift.

Scenario 2:

Your company employs 30 employees, with 3 different shifts:

  1. 08:00 - 12:00
  2. 12:00 - 16:00
  3. 16:00 - 20:00

You can then set 3 different shift templates for these 3 shift times.

How to Create Shift Templates?

Step 1

Under "Schedule > Shift Template", click on "+ New",

Step 2

Fill in the shift template Name (for display only), Shift Start Time & End Time, and Lunch Break, then click on [Save].

How to Make Changes to the Shift Template?

Step 1

Under "Schedule > Shift Template", click on "Edit",

Step 2

You can edit the shift template Name, Start & End Time, and Lunch Break. then click on [Save].

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