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Schedule Templates

Learn how to create and assign a schedule templates for your workers

Support avatar
Written by Support
Updated over 8 months ago

Creating a Schedule Template

  • Navigate to 'Workers' from the sidebar menu.

  • Use the arrow next to 'Add Worker' and click on 'Schedule templates'.

  • You can 'Create' a new template or 'Edit/Delete' an existing one.

  • Select 'Create' and the page will open with an empty template.

  • At the top add the name of the template.

  • Then proceed by adding the time range. You can have multiple time ranges in a day.

  • You can also 'Copy' times and 'Paste' onto other days so you don't have to repeat yourself.

  • Once you are done with copying you click on 'Finish', as shown below. This will stop the copying of that day and you can proceed with the rest.

  • After you have completed all the days for this template please click 'Submit' at the bottom of the page. This will save it and you can continue to create other weekly schedule templates.

  • Schedule templates are easily Edited and Deleted using the buttons on the Employee schedule templates homepage.

Assigning Schedule Template

  • After creating your template it is important to Assign it to a person/worker.

  • To do this go to the 'Organisation People' page and find the person.

  • Next to their name select the arrow and 'Edit Schedule'

  • From the following screen you can see if they have a schedule or not.

  • If they have a schedule you can Edit and Delete as needed.

  • If they do not have a schedule you can add one easily by clicking 'Edit Schedule'.

  • Select the template you wish to add from the 'Template' selector. You can also manually add days if you prefer.

  • Be sure to select 'Apply Template' after every addition, the page will populate.

  • Scroll near the bottom you have two options

    1. Finish here and add a date range for the schedule to run on. This is the start and end date of the schedule.

    2. Add additional weeks. You can add as many weeks as you need and it will repeat until the end date you have set.

  • Once you have finished adding your schedules and have added you start and end time. You can now click on 'Submit'. This creates the schedule for that worker.

  • Below is what it will look like on the Schedule page.

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