Create and Manage Roster and Schedule Templates

Accessing the Roster Tool

1. Navigate to the Tools Menu on the right-hand side.

2. Select Schedule to access the scheduling options.

Using Existing Templates

• View Templates: Click the Template button at the bottom-right corner to view any existing templates.

• Copy a Template:

  1. Select the template you wish to duplicate.

  2. Press Copy and confirm by selecting Yes.

• Edit a Template:

  1. Select the template.

  2. Click Details to make adjustments.

Creating a New Template

1. Press New to start a fresh template.

2. Enter a Name for your template.

3. Add a Description (optional).

4. Click Details to proceed to the shift setup.

Configuring Shifts

1. Select a Day and press Add to include shifts.

2. Specify the Shift Type (e.g., Normal for working, or Day Off).

3. Enter the Hours and Break Time.

4. Press Done to save the shift.

5. Repeat this process for all required days.

Setting Up Multi-Week Schedules

• To create a Muti-Week Schedule:

  1. Select the recently created Schedule and press Details.

  2. Press Add to create Week 2.

  3. Configure shifts for the second week as needed.

Finalizing and Applying Templates

• After completing the schedule, press Done to save the template.

• Apply the template through the Employee Group Screen.

Key Takeaways

• Templates simplify schedule creation and improve consistency.

• Copy and edit existing templates for quick adjustments.

• Multi-week schedules accommodate complex rotation patterns.

• Always save changes to avoid losing progress.

For further assistance, contact our support team.