Apply a roster template to a week

Start the week's schedule quickly by applying a saved template in Inside. The template creates draft shifts that you can then assign and adjust.

Steps

  1. Open Schedule, select the outlet and go to the week you want to plan.
  2. Choose the option to apply a template.
  3. Select the template and confirm.
  4. Review the draft shifts that appear.

What happens next

The shifts are drafts. Employees can't see them until you publish. Next, assign people to the shifts or run Smart Fill.

You can also apply a template automatically each week with Autoruns.

More in Building the schedule

  1. Add a shift manually
  2. Apply a roster template to a week
  3. Assign a worker to a shift
  4. Borrow staff from another outlet
  5. Edit a draft shift
  6. Fill shifts automatically with Smart Fill
  7. Set up Smart Fill rules
  8. Split a shift
  9. Understand the Schedule tabs