How to create a schedule template

How to create a schedule template#

For: Manager You’ll need: Nothing.

Create the empty template here, then fill it with shifts in the Template calendar.

Open the create form#

  1. Go to Planning → Schedule templates.

  2. Click ‚Add new template‘.

Fill in the form#

  1. Enter a ‚Name‘ — for example „Standard summer week“ or „Christmas month“.

  2. Choose a ‚Type‘:

    • ‚Week‘ — applies aligned by weekday (Monday-shifts go to Mondays).

    • ‚Month‘ — applies aligned by ordinal weekday (the second Tuesday of the template goes to the second Tuesday of the target month).

  3. Click ‚Save‘.

Add shifts to it#

After save, the template is empty. Open it in the Template calendar to add the shifts that make up the pattern.

Verify it worked#

The new template appears in the list. Opening it shows an empty calendar ready to be filled.