7.27 Schedules & Attendance: Create a Schedule Template

Updated May 08, 2020

Follow the steps below after clicking the Prepare button.

  1. Ensure you are in Template mode.
  2. Choose your Template Start Date.
  3. Click Save. 
  4. 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. Make sure to click the switch button in the upper left-hand corner to TEMPLATE.

Once a template has been created, it will automatically populate recurring shifts to the active schedule for the Site, Zone or Department.

Previous Article 7.26 Schedules & Attendance: Template Roles and Permissions
Next Article 7.28 Schedules & Attendance: Settings for Schedule Template

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