Templates – How To

If you have employees who work the same schedule week after week, templates can save you a significant amount of time. Instead of adding shifts one day at a time, a template lets you define a standard weekly schedule once and apply it to any employee in just a couple of clicks. Templates are set up under Manage My Business and can be reused as many times as you need.

Creating a Template

1. Go to MANAGE MY BUSINESS
2. Click MANAGE WEEKLY TEMPLATES
   NOTE – you can also create biweekly templates under MANAGE BIWEEKLY TEMPLATES
3. Click ADD
4. Give your template a recognizable name
5. Check off the days the template applies to
6. Enter the shift start and end times
7. Click SAVE

Applying a Template

1. Go to SCHEDULING
2. Select the DEPARTMENT
3. Find the employee you want to apply the template to
4. Click the blue + beside their name
5. Pick the template
   OPTIONAL
   • you can select multiple employees at the same time
   • you can uncheck days you don’t want to apply
6. Click ADD

It’s a good idea to create a template for each common shift pattern in your business — for example, a Weekday Day Shift or a Weekend Late Shift. The more templates you have set up, the faster your weekly scheduling becomes.