Configuring site shift templates
Create reusable shift patterns for common start and end times at a site.
Shift templates make schedule creation faster and more consistent. Use them for recurring start and end times at a specific site.
Before you start
- Create the site.
- Confirm common shift names, start times, and end times.
- Decide which templates should remain active.
Steps
- Open Sites and choose the site to configure.
- Add a template name that schedulers will recognize.
- Set the start time and end time.
- Save the template.
- Repeat for each common shift pattern.
- Deactivate templates that should no longer be used for new shifts.
What good looks like
Schedulers can build shifts from consistent templates instead of retyping the same time ranges for every schedule record.
Common mistakes
- Creating one-off templates for rare exceptions.
- Leaving old templates active after a client changes the work pattern.
- Naming templates with only a time range when managers also need role or department context.