Schedule With Weekly Templates

Utilize weekly shift templates for quick scheduling

Roni Matza avatar
Written by Roni Matza
Updated over a week ago

Similar to shift templates, weekly templates are available and will make schedule planning easier and quicker. As a manager, you can save time and stress while creating your team’s schedule, by using weekly templates. Moreover, weekly shifts are always saved and ready to be plugged in so you don’t have to recreate the same schedule every week!

In this article, we will cover the following topics:

How to create weekly templates

  1. Navigate to your job schedule.

  2. Create the weekly schedule that you wish to turn into a template.

  3. Once you have successfully created your weekly schedule, tap the "Actions" button located on the upper right of your schedule page.

  4. And select "Save week as template" and give it a meaningful name.

Job schedule- save weekly templates

How to load weekly templates

  1. Navigate to the relevant week.

  2. Tap the "Actions" button and select "Load week template".

  3. Choose the weekly template you wish to apply and the full week will be auto-populated on your planning board. A total time-saver!

  4. Remember that if you already have shifts during the week, the system will let you choose whether you wish to replace the current shifts or to add to the existing shifts.

*Don't forget to publish the shifts by pressing the "Publish" button located on the top right menu of the scheduling page, so it will be distributed to your team.

*Weekly templates are available from the Operations Advanced Plan*

💡 Tip: To learn how to perform bulk actions on shifts in the Job Schedule, click here.

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