Templates can make scheduling a breeze. We recommend that you create templates for your most common shift position and time combinations and reuse them at any time to quickly build your schedule.
To create a new shift template:
- If you have access to more than one store, select the store from the menu bar.
- From the Menu Bar, select Scheduling and then Manage Schedule. The Schedule screen displays.
- On the left sidebar, you can see Templates panel. Select the + New Template button. The Shift Template pop-up displays.
- Enter the following information:
- Position – Select a position from the drop-down. For example, Cashier.
- Shift Timing – Select the start and end time of the shift.
- Meal Timing – Select the start and end time of the meal break.
- Overrides – Select the applicable options to bypass restrictions:
- Availability – To override the employee’s availability during the shift.
- Hours Restriction – To override the restriction on working hours.
- Max Shifts Per Day – To override the limit on the number of shifts allowed per day.
- In the Auto-scheduling Defaults section, specify how many employees are needed for each day of the week.
- Select Save to save the new shift template.
This completes creating a new shift template. You can now select and drag the new template from the Template list to the Schedule table wherever you see fit, allowing you to build your schedule quickly.