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How to create a shift template?

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Shift templates can be used to schedule shifts across multiple post sites and therefore help you automate your scheduling task, saving your time and effort.

Step 1: To create a shift template click on the Scheduler tab from the main menu on the Dashboard and select Schedule from the drop down menu. You can now view the schedule for the whole month in the calendar. Refine the results based on client, post site and guards from the Report Filter and click Submit.

Create A Shift Template

 

Step 2: Now click any day of the calendar, a Select Shift Template pops up, click on Add New Shift Template.

Create A Shift Template

 

Step 3: On the New Shift Template form add the necessary information. You can define the paid and unpaid breaks, add a note and mention for how many days in a week the shift will be repeated and for what period. You can set the shift to be repeated for eight weeks. Once you have added all the details, click Create to save the shift template.

Create A Shift Template

 

This template appears on the list of templates next time you create a shift where you can choose it to schedule new shifts.
You can further check the step-by-step tutorial on our youtube channel by clicking here. (link)  
If you have any more questions, please feel free to contact us anytime by simply starting a live chat with us using our chatting system.

How to create a shift template?

Shift templates can be used to schedule shifts across multiple post sites and therefore help you automate your scheduling task, saving your time and effort.

Step 1: To create a shift template click on the Scheduler tab from the main menu on the Dashboard and select Schedule from the drop down menu. You can now view the schedule for the whole month in the calendar. Refine the results based on client, post site and guards from the Report Filter and click Submit.

Create A Shift Template

 

Step 2: Now click any day of the calendar, a Select Shift Template pops up, click on Add New Shift Template.

Create A Shift Template

 

Step 3: On the New Shift Template form add the necessary information. You can define the paid and unpaid breaks, add a note and mention for how many days in a week the shift will be repeated and for what period. You can set the shift to be repeated for eight weeks. Once you have added all the details, click Create to save the shift template.

Create A Shift Template

 

This template appears on the list of templates next time you create a shift where you can choose it to schedule new shifts.
You can further check the step-by-step tutorial on our youtube channel by clicking here. (link)  
If you have any more questions, please feel free to contact us anytime by simply starting a live chat with us using our chatting system.

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