Roster Templates

Templates let you save a roster pattern and reapply it to new windows, saving time when you follow a recurring schedule.

Saving a Template

1. Open a roster window that has the shift pattern you want to reuse.
2. Click Save as Template.
3. Enter a name for the template (e.g., "Summer weekday pattern" or "Weekend rotation").
4. Click Save.

The template captures all non-cancelled shifts as relative patterns. It stores day offsets and times rather than absolute dates, so it can be applied to any date range.

What a Template Stores

Each shift in the template includes the following:

Field	Description
Day offset	Position relative to the window start (0 = first day, 1 = second day, etc.)
Start time	Shift start time
End time	Shift end time
Break (minutes)	Length of the unpaid break
Day type	Normal, V, X, AP, or TS
Department	Department assignment, if set
Open shift	Whether the shift is unassigned (open for claiming)

Employee assignments are not saved in templates, since the same employees may not be available in future periods.

Applying a Template

1. Create a new roster window in Draft status.
2. Click Apply Template.
3. Select the template you want to use.
4. The system creates shifts using the window's start date plus each shift's day offset.

Overnight shifts (where the end time is before the start time) are handled automatically -- the end date is set to the following day.

After applying a template, you can edit the generated shifts as needed before publishing.

Managing Templates

• View templates: See all templates available for a location.
• Rename: Edit a template's name at any time.
• Delete: Remove a template you no longer need (soft delete -- it can be restored if needed).
• Overwrite: To update a template, open a roster window with the new pattern, click Save as Template, and select the existing template to overwrite it.