Copy Templates Between Locations

If you've created one template at a location, you can copy this across to any other locations across the company.

You can copy all template shifts for the week, or certain days.

This is accessed on the shift template setup page underneath the template setup:

Copy templates
  1. Select a location to copy templates from → number of template shifts on each day are listed to the right

  2. Select a location to copy templates to → number of template shifts which are currently at that location are listed to the right

  3. Clicking on this will grey the icon out and means that day's template shifts will not be copied across. Helpful if you only want to copy certain day's template shifts

  4. Total number of template shifts which will be copied across to the selected location

  5. Button to finalise the copy

    Note:

    Copying is non-reversible

Copying template shifts between locations on certain days

You may want to copy template shifts only from certain days → for example extended hours at multiple locations on Fridays - you can make changes to Friday's template shifts at 1 location; and if they are the same at another location you can copy them over.

The below scenario we have made changes to our Monday - Friday template shifts, however do not want to copy over our Saturday + Sunday template shifts as we want them to stay the same at the location we are copying to (please note copying overrides shifts at the location you are copying to).

Click on the arrow icon on the days you do not want to copy over - the icon will grey out and become a -

This means we will not copy that day over, and the number of shifts at the bottom in bold shows us that there will be 0 shifts on Saturday and Sunday - as we originally did not have shifts on Saturday and Sunday at the location we are copying to, this is what we want:

Copying templates

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