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#
Go to Planning → Schedule templates.
Click ‘Add new template’.
Fill in the form#
Enter a ‘Name’ — for example “Standard summer week” or “Christmas month”.
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).
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.