Create a shift template

A shift template is a saved shift pattern such as "Morning, 08:00 to 16:00, Waiter". This page is for planners. You need to be a Planning Administrator. Templates save typing and keep shifts consistent; they are used by the Shift Template field on a shift, by Plan with a template and by the + button on an empty day of the schedule.

Create a template in the list#

1. Open Planning → Configuration → Shift Templates.
2. Press New. A new row opens at the bottom of the list.
3. In Start Hour, type the local start time, for example 08:00. The value must be from 00:00 to 23:59.
4. In Duration (hours), type the length, for example 08:00. It must be more than zero and not more than a week. A shift that runs past midnight is fine: 22:00 with a duration of 08:00 ends at 06:00 the next day.
5. In Break, type the unpaid break, for example 00:30. It is copied to shifts made from this template. Leave it empty for no break.
6. Choose a Role. Leave it empty for a template that fits any role.
7. Open the optional Note column (use the column selector at the right of the header) to type a note that is copied to shifts made from the template when they have no note.
8. Save the row.

The Name fills in by itself from the times and the role, for example 15:00 - 23:00 Waiter. A template that ends on a later day shows (+1d) after the times. Drag the handle at the start of a row to change the order of templates.

[planning-template-list]

With the Project bridge installed there is also a Project column, and the template name ends with the project in brackets. With the Skills bridge installed the template form has a Required Skills table. See Require skills.

Save a shift as a template#

1. Open or create a shift that has no template.
2. At the bottom of the form, tick Save as Template.
3. Save the shift.

Planning looks for a template with the same local start time, length and role (and project, with the Project bridge). If there is none it creates one; if there is one it does nothing. The box itself is not stored; it is empty the next time you open the shift.

Use a template#

• On a shift, choose it in Shift Template. The start and end move to that time on the day of the shift, in the person's time zone, and the role, break and note come from the template.
• Create many shifts from it at once with Plan with a template.
• On the schedule, press + on an empty day. Planning proposes the first template (in list order) of the person's default role. If the person has no default role, or no template exists for it, it proposes 08:00 to 17:00.

Messages you may see#

Next#

• Create a shift
• Plan with a template