Using a Schedule Template for an employee allows you to build schedules in seconds. Schedule Templates really shine when they're rolled forwards and backwards, quickly creating your employees' schedules for a date range, such as a month.
Each employee is assigned one Schedule Template, which you can use to create a predetermined schedule for your employees. For more information on changing the template, go to Schedules: Templates.
Schedule from template
You can create employee schedules from templates by either:
Rolling schedules forward.
Selecting the days to schedule selecting paste from template.
Rolling a schedule forward
Rolling a schedule forwards allows the Schedule Template to be reused for future scheduled days, without having to fill in the schedule again.
Changes can be made to the schedule for the employee after it has been rolled forward. If a shift needs to be replaced or changed, it could be updated afterwards instead of creating the schedule from scratch.
To roll the schedule forward:
Start Date, and the
Existing entries option(determines how to handle days which are already scheduled when rolling forward).
Press OK to roll the schedule forward to the End Date selected.
The End Date will default to the ending date of the selected Date Range, and the Start Date will default to the Roll Forward End Date.
Schedule days from the Schedule Template
Instead of rolling the entire schedule forwards and filling in every day with a scheduled shift from the template, the exact days that should be scheduled can be filled by using the copy and paste functionality of the calendar to paste scheduled shifts directly from the Schedule Template. (A part-time employee schedule could be built quickly this way, for example.)
To use the copy and paste functionality of the calendar:
Select the day(s) to be scheduled.
Right-click on the selected day(s).
Paste From Template.
The selected days will be filled in from the corresponding days of the Schedule Template.