Schedule Template Definition and Best Practices

Overview

The Schedule Template is a pattern that repeats when you define the template's start date. Therefore, the more information you add to the template, the more time you save. Keep the following best practices in mind when creating a template:

• You can define a template at a site, a zone, or a department. 
• No matter where you create the template, you can also define breaks, shift start and end times, and the number of shifts to be worked each day.
• If the same person regularly works a shift, assign that person to the shift on the template. If different employees cover the shift from week to week, leave the shift unassigned on the template.
• If configured, you may see one column to set up a template for the site's "Closed days." This will ensure that the closed business day configuration overwrites the regular schedule for each configured closed business day. 

Note: You must have the Prepare Schedule—Template View permission to create and modify schedule templates.

Create a Schedule Template

You can create a Schedule Template by going to either: 

• Choose Sites (Client) 
• Select a Site and click View
• Click Schedules
• Choose Prepare 
• Click Template

or

• Hover over Sites (Client) 
• Click Site Zones (Groups)
• Select a Zone and click View
• Click Schedules
• Choose Prepare 
• Click Template

or

• Hover over Employees
• Click Department
• Select a Department and click View
• Click Schedules
• Choose Prepare 
• Click Template