Schedule Templates

A Schedule Template allows you to create the schedules that your employees will be assigned to. A schedule defines the number of days or days of the week that the schedule will be in effect, as well as the shift that assigned employees will be scheduled to work.

  1. Click on the main "Schedule" tab, and then on either the [SCHEDULE TEMPLATES] icon under the Setup section of the screen, or on the "Schedule Templates" link located in the row of links directly below the main program navigation tabs.
  2. Click on the [CREATE TEMPLATE] icon in the lower left-hand corner of the screen.
  3. Enter a Name for this template as you would like it to appear in the system.
  4. Select "Day of Week," "Number of Days" or "Number of Weeks" from the Recurrence drop-down menu.

Instructions vary depending on your selection for "Recurrence."

  • Day of Week is used to select a shift for each day of the week. The shifts on each day do not need to be the same.
  • Number of Days is used to select shifts by the number of days that you would like to schedule.
  • Number of Weeks allows you to create start and stop times for shifts per-day, as opposed to selecting from a list of pre-defined shifts.

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