User Guide

Repeating Shift Templates

Repeating Shift Templates define how Shifts are scheduled and repeated week after week.

To create a new Repeating Shift Template, select Scheduling->Repeating Shift Templates and tap the + icon. Then,

  • Type in a name and a description
  • Tap Apply
  • Tap + Add Template Week
  • Select 'Days of Week' to schedules shifts for
  • Set the Shift Duration and Shift Start Time
  • Tap Apply

Note: The Week value for the Repeating Shift Template represents the week sequence for the Template, and not the calendar year's week number. In the case of Example #1, Week1 represents the first week in the Template's sequence and not the first week of January.

Here are some Repeating Shift Template examples:

Example #1

The following is an example of creating a Repeating Shift Template with a Shift set to repeat Monday to Friday from 9:00AM to 5:00PM

To create a new Repeating Shift Template:

  • Select Scheduling->RepeatingShiftTemplates
  • Tap + Add Template Week
  • Type in a name for the Repeating Shift Template
  • Optionally, Type in a description
  • Tap Apply

Now, add a Week for the new Template

  • Click + Add Template Week
  • Select Monday through Friday
  • Set the Shift Start Time to 9:00
  • Set the Shift Start Duration to 8 hours
  • Optionally, Select a Shift Policy
  • Tap Apply

The new Repeating Shift Template can now be used by creating a Repeating Shift.

Example #2

As a second Example, employees are scheduled to work from 8:00AM to 4:00PM from Monday through Thursday, and from 8:00AM to 3:00PM on Fridays.

First, make sure you have completed Example #1. Then,

  • Click Edit to Edit your Repeating Shift Template
  • Unselect Friday from the Template's Week1
  • Click + Add Template Week to add a second week
  • Select Friday
  • Set the Shift Duration to 07:00 hours
  • Optionally, Select a Shift Policy
  • Tap Apply

Example #3

As a third Example, employees are scheduled to work from 8:00AM to 4:00PM from Monday through Friday, and from 11:00AM to 3:00PM every second Saturday.

First, make sure you have completed Example #1. Then,

  • Click Edit to Edit your Repeating Shift Template
  • Click + Add Template Week to add a second week
  • Set the Week to Week2
  • Select Saturday
  • Set the Start Time to 11:00
  • Set the Shift Duration to 04:00 hours
  • Optionally, Select a Shift Policy
  • Tap Apply