Schedule Templates Pro

Since version 4.7.8.

With the Pro version you can create a schedule template for a week. Then when a new week starts, you can apply this template to quickly create the full schedule for this week.

Configuration

Schedule templates can be created by administrators. Log in as the admin, then go to ShiftController > Administration > Schedule Templates.

So far you have no schedule templates, so click Add New.

Add new schedule template

Specify the name for your new schedule template (for example, Regular Schedule).

New schedule template form

After you have created a schedule template, you can now fill it with template shifts. Template shifts are similar to regular shifts, but they are not yet active, waiting for you to promote them to real shifts.

In Template Shifts list of your new schedule template, click Add New.

Add new template shifts to schedule template

There will appear a form similar to the new shift screen when you create real shifts. In the first step you will be able to specify the calendar and the shift type, as well as the days of the week this new template shift will be added to.

Choose calendar and shift type

In the next screen you will be able to select employees for these new template shifts, or create open shifts.

Select employes or create open shift

Finally you will be able to confirm creation of these new template shifts for your schedule template.

Confirm template shifts

Later on, you can view your current template shifts, delete them or add new.

Current template shifts of a schedule template

Create Shifts From Schedule Template

Once you have your schedule template ready, you can apply it to create real shifts.

Go to Everyone Schedule screen. If you are in the View: Week mode, there will appear a new option to create shifts: + From Schedule Templates.

Create new shifts from schedule template

You will automatically get to the new shifts confirm form. Just click Create Draft or Create Published, and the new shifts will be quickly created in just one action.

Confirm creating new shifts from template

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