Create reusable shift templates for rotating schedules and field team deployments.
Create a shift template
Templates define reusable shift blocks that can be applied to schedules.
Create a shift template — overview
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- 1
Go to Workforce → Schedules → Shift templates → New template
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- 2
Name the template (e.g., Morning 6-14, Evening 14-22)
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- 3
Set shift start and end times
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- 4
Configure break periods (optional)
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- 5
Save to template library
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Apply templates to a schedule
Combine templates into rotating patterns.
Apply templates to a schedule — overview
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- 1
Open a schedule → Edit → Shift pattern
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- 2
Select template(s) and drag into the weekly pattern grid
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- 3
Assign templates to specific days and members
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- 4
Preview the rotation for the next 4 weeks
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- 5
Publish the schedule
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Template library
Manage all templates from Workforce → Schedules → Shift templates.
Duplicate and modify existing templates. Changes to a template do not retroactively alter published schedules.
Overtime and shift differentials
Assign pay rate multipliers to shift templates from the template edit page → Pay rate override.
Overtime rules apply across shift boundaries based on Payroll → Pay rates → Overtime rules.
