Roster Templates are used to speed the construction of new rosters. The Steps below will guide you through how to create a roster template.

  1. Select the Add/Edit Template button:
  2. Doing so clears the display and activates template mode, indicated by the text “Running in Template Mode” in the bottom left hand corner:
  3. In the example below, Employee View is shown (see User Interface - Main Work Space) . Right click anywhere in the cell where you want to create a shift (including in the Unassigned employee row),
    OR double click to create and edit a shift.
  4. You can also create a row of unassigned shifts by dragging a role onto the template (in Role View).
  5. This will result in a row of unassigned shifts being created for the role selected:
  6. Select the Template Save button.
    NOTE: If no templates have been previously loaded, the message No templates selected. Would you like to create a new template? will appear.
  7. Select Yes and enter the name of the template followed by the Save command.
  8. The template drop down will now contain the name of the newly created template: