If you have a shift that you often use, you can save it as a Shift Template so you can add it on the schedule in one click, It will be much easier for you to add shift.
Below are the steps on saving Shift Template.
- Go to the Schedule page.
- Select the customer and the site.
- Click the shift that you would like to save as a template. (You can either create a base shift you would like to save as a template or you can save the existing shift as a template.)
- A dialog box on the left handside will appear and you can see the option to save the shift as a template. Hit Save to apply the changes.
5. You can then click the Actions and select Shift Template from the drop-down menu.
6. You can select the saved shift template and paste it anywhere across sites.
7. You can then assign the shift template to your staff. Hit Save when you are done to apply the changes.