Roster - Create a regular roster template

Create a regular template

1. Open the Roster
2. Click …
3. Select Templates
4. Click Create
5. Enter a Name, the number of Days the roster should cover, and the Location it applies to
   
6. Click Add
7. Click Close

Add shifts to the template

1. Click + to add a new shift to the template
2. Select a Position
3. Select a Location
4. Enter the Number of shifts for this position you would like to add into the template
5. Ensure Demand based shift is set to No. To build a demand based template, see the instructions in this article.
6. Enter a Start time and End time for the shift
7. Enter a Start day from which you would like these shifts to appear
8. Enter an End day - either Same day or Next day for overnight shifts
9. Enter a Break duration for these shifts
10. Enter any relevant Employee notes
11. Click Save
12. Click Close
13. Repeat steps 1 to 12 to build out the roster template.
    

Edit shifts in a template

• Click on the shift you would like to edit
• Enter or edit details as required
• Tick Show advanced to add:
  • Requirement such as a first aid certification
  • Work Type
  • End Type
  • Employee Notes

Delete shifts from a template

• Click on the shift you would like to delete 
• Click ... at the bottom of the popup
• Click Delete 
• Confirm the deletion by clicking the red Delete? confirmation

Change the name/days/location of a template

1. Click on the name of the template in the top left of the template screen
2. Edit the name/days/location as required