The objective of this tutorial is to help you understand the difference between shift and schedule templates along with its usage while creating a schedule.
There are three ways that you can create shifts on your schedule:
- Shift templates
- Schedule Shifts
- Custom shifts
For more information about custom shifts, go to ‘Creating Shifts.’
Things to know before you begin:
- You must have a manager/admin, supervisor and scheduler access privileges to use shift and schedule templates.
- You can navigate the schedule to different dates by clicking the arrows found at top mid of the app.
The scenario outlined in this tutorial consists of the following building blocks:
- Using Shift Templates
- Using Schedule Templates
Using Shift Templates
If you have shifts that you frequently schedule, we recommend using shift templates so you don’t have to set up shift details each time you need to add the shift to your schedule as Humanity auto recognizes your shift pattern and set the shift duration to what you have set the last time when creating a shift.
For example, if you frequently schedule a barista shift from 6:00 am - 11:00 am a shift template for it will be created automatically as shown in Image 1 so you can quickly add it to your schedule.
Using Schedule Templates
Schedule templates allow you to create a daily or weekly schedule that is reusable as shown in Image 2. If your schedules are very similar from day to day or week to week, use a template to save time and avoid creating schedules from scratch.
For more information about speeding up scheduling with templates, go to ‘Speeding Up Scheduling With Templates.’
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!