Saving a Schedule Template

If you create a schedule that you use often, save it as a template to use time and time again! 

To save a Schedule Template:

1. From the Schedule Tab, click on the week of the Schedule you would like to save as a Template.
2. Click on the Save icon in the top toolbar. 

   

3. A new Template Manager window will open. You can name this template or overwrite an an existing template.

4. Click the Save button to save the template

Note: When you save a template, the scheduled shifts are saved (not the assignments). When using this template in the future, you will be able to newly assign employees to these shifts.