Creating Schedule Templates

Labor Management lets you create templates for setting up schedules.

  1. In Reporting and Analytics, click Labor, click Schedule Editor, click Advanced Schedule Editor, and then click Run Schedule Editor.
  2. Select Save as weekly schedule, and then click Go.
    Labor Management saves the schedule as a weekly schedule and imports the weekly schedule each week. You can select Copy from weekly schedule to import shifts from the template to the schedule. The schedule editor does not import shifts that are already assigned in the current template.
  3. Select Save as set schedule, and then click Go.
    Labor Management saves the schedule as a set template schedule. You can select Copy from set schedule to import shifts from the template to the current schedule. The schedule editor does not import shifts that are already assigned in the current template.
  4. Select Organize Template(s), and then click Go to open a dialog box for adding, editing, and deleting set templates.