Creating a Template
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To create a template, first add in all the shifts you would like to include in the template. Please read Adding Shifts for more information on how to do this.
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Once you have done this and are happy with it, click the three dots ⋮ (found above the Publish button).
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Select "Save week as template".
You will then be taken to the below pop-up where you can name the template, e.g. 'Week 1', by typing into the free space.
- Now if you click 'Save As Template' it will be ready to import into a future week
Importing Templates
- To import a template, head to the week you want to add your template to.
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Click the three dots ⋮ (on the right of the roster you are viewing, above where you publish changes)
- Select "Load from template'
- You will then be taken to the below pop up where you can select which template you would like to import from the drop down box
- Once you've chosen the template to import the screen will show as below and it will let you know if there are any conflicting shifts already in for that week.
- You can now click 'Load Shifts From Template' which will import your template and take you back to the roster where your template will show in draft as below
- You now have the opportunity to make any amendments for the week
- Once you're happy, click "Publish" and then "Publish changes".
Editing Templates
- To overwrite a template, import the template into a blank week in the future and make the required changes - leave all shifts in draft so they are not sent out to staff
- Once you have made the changes, head to the three dots to the right of the roster and select 'save week as template'
- Now, instead of creating a new template select the original template you want to change from the drop down
- You'll now have a tick box to overwrite the template, please note this cannot be undone
- Now click 'overwrite template' and your changes will be made
- Next time you load that template into a week the updated shifts will appear rather than those on the original template
Deleting Templates
- To delete a template please click here and raise a ticket with our support team. Please be sure to include the location and template name in your request.