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 → Templates, then click ‘Edit’ in the toolbar.

  2. Click ‘Create template’.

Fill in the form#

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

  2. Choose a ‘Type’:

    • ‘Day’ — a single day of shifts, replicated across each day of the target view (day, week, or month).

    • ‘Week’ — applies aligned by weekday (Monday-shifts go to Mondays); applies into a week or month view.

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

  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.