7 DAY WORK WEEK SCHEDULE TEMPLATE UPGRADE

Now that you've created your Template, you can easily use it to fill the Schedule.ġ. Once you have added all of your shifts, a finished Open Shift Template will look something like this. ⚠️You can select a Role, or leave the Role field blank to create a 'No Role' shift, which has no specific Role associated with it.Ģ. To do this, select Open Shifts for all shifts within the Template. You can also publish them as Open Shifts so that employees can volunteer to bid for them in the Shift Pool.ġ. This creates Open Shifts on the Schedules page where you can then drag and drop to manually assign them to your employees. ⚠️All changes/additions you make to the Template will be auto-saved.Īnother way to use Templates is to create an Open Shift Template. You can also drag and drop shifts around that are assigned to the same Role.Ī finished Template will look something like this: Repeat steps 6-8 to create more shifts and fill out your Template. (optional) You can also create the same shift for multiple days of the week by selecting them before you click Create.ġ0. Coming Soon! (optional) Add a Scheduled Break by clicking + Add break :ĩ.

⚠️If selecting the 'specific person' option, only users assigned to the Template's specific Location and Department will be listed.Ĩ. ⚠️By default, your employees will all be classified 'Skill Level 2 (Intermediate)' when adding shifts, unless you've specified otherwise in their user profile when you had created them. Instead of choosing a skill level option, you also have the ability to select a 'specific person' for that shift. Specify the Skill Level required for this shift, the Role, and at what time. Alternatively, click on the shift space below the day of the week.ħ. To add a shift, click the green + Add Shift button. They are not specific to the Department.Ħ. ⚠️Projected Sales and Labor Target Percentages are for the Location you selected. Once you click 'Save', you'll be taken to a screen where you can create the Template. At the top of the Template, you will have the option to enter a Labor Target % and manually input Projected Sales. Name your Template and select the Location and Department.ĥ. To create a new Template, click the green + Add Template button.Ĥ. Then, click on the Copy icon on the far right and select Manage Templates.ģ. Hover over the navigation bar > select Schedules:Ģ. Think of it as a blueprint that includes the rules you require for a specific schedule.ġ. ⚠️Please note that the Template is not a Schedule.

Review the Schedule that was auto-filled and hit 'Publish' when you are ready. The shifts created will also work around approved Availability and Time Off.ģ. The Template will then find available employees that meet those qualifications and automatically schedule them into the shift times you've specified. Create a Template with all the shifts you need filled, as well as what qualifications (Role and Skill Level) that employees need to have.Ģ. Follow the steps below to get started using Templates: 1.

7 DAY WORK WEEK SCHEDULE TEMPLATE UPGRADE

⚠️Access to this feature may require an upgrade from your current plan. Create Templates to make scheduling even faster. With Templates, you'll be able to create your Schedule in seconds.

7 day work week schedule template