Shift templates represent the common shift times within your organization. Shift templates allow you to create schedules much faster. This guide will walk you through how to setup and use shift templates.
We have a tutorial video that covers some of the information in this article. If you like watching instead of reading you should check it out!
Adding/Editing Shift Templates
To add or edit shift templates go to the Settings -> Shift Templates page. If you do not see Settings in your menu then you probably do not have permission. To learn more about roles/permissions, read this guide.
There is no limit on the number of shift templates you can add to ZoomShift. Adding a new shift template is as easy clicking the New Shift Template button. After clicking this button you will see a form like the one below. Once a shift template has been added you can edit that shift template by clicking on its respective row. You will see the same form pop-up like the one below.
Assigning Shift Templates to Positions/Locations
When editing shift templates you will notice that you have the option to select specific positions and locations. This will determine the positions and locations each shift template shows up for. For example, if you create a shift template and select a position then you will only see this shift template as an option when creating a shift for this position. If you don’t select a position or location for a shift template then it will show up as an option all the time.
Reordering Shift Templates
By default, positions are displayed in the order they are added to ZoomShift. If you want to change this order you can do so by dragging your positions to the order you want. You can do this by clicking on the reorder icon next to a positions name and then dragging it to the order you want.