Follow the steps below after clicking the Prepare button.
- Ensure you are in Template mode.
- Choose your Template Start Date.
- Click Save.
- Build your Template.
The template will continue to be applied until the end of the service contract for the site.
If a Template already exists at the Site (Client), Zone, or Department, it will automatically load the schedule for the current cycle. Ensure you click the switch button in the upper left-hand corner to TEMPLATE.
To change the size of the tile view, adjust the Shift Tile Scale slider.![]()
Once a template has been created, it will automatically populate recurring shifts to the Site, Zone, or Department's active schedule.