Shift Templates

#	Step	Note
1	From My Shift Templates or Shift Templates select New Shift Template.
2	Enter a Name and Abbreviation.	The Name and Abbreviation should be unique and not used in a previously created shift templates.
3	Select a Shift Template Type.
4	Optional Settings Set Background Color, Border Color, and Font Color for identification in calendar views. Select a Default Role to filter the shift template to on-ly qualified employees. Select a Service Center to temporarily assign the employee for the shift. Set Unavailable, Required, or Day Off. Enter a Comment. Set Day Multiplier.	For further details on these optional settings refer to the tooltips of the labels on the form.
5	Set Contract Regular Hours options: Disable, Contract, or Fixed Value.	For more information see form tooltips and Employee Contract tooltips.
6	Set Auto Duration Event settings: Active, Event Type, Start Time, and Project.	The duration will be determined by the Shift Template’s Contract Regular Hours.
7	Optional: Select New Template Event to create additional template events.	Set the Event Type, assigned Role, Facility, Content or Project, Start Time, and End Time. Repeat this step to add as many template events as needed.
8	Optional: Select Required Skills and Restrictions tab to add Required Skills and Restrictions.
9	Optional: Select Qualified Employees tab to search for employees who can be properly assigned to a Shift Template.	Qualified employees can be filtered by Skills, Restrictions, Roles, Service Center, Region, or Team.
10	Optional: Select Permissions tab to edit Permissions.
11	Save the Shift Template.

1

From My Shift Templates or Shift Templates select New Shift Template.

2

Enter a Name and Abbreviation.

The Name and Abbreviation should be unique and not used in a previously created shift templates.

3

Select a Shift Template Type.

4

Optional Settings

Set Background Color, Border Color, and Font Color for identification in calendar views.
Select a Default Role to filter the shift template to on-ly qualified employees.
Select a Service Center to temporarily assign the employee for the shift.
Set Unavailable, Required, or Day Off.
Enter a Comment.
Set Day Multiplier.

For further details on these optional settings refer to the tooltips of the labels on the form.

5

Set Contract Regular Hours options: Disable, Contract, or Fixed Value.

For more information see form tooltips and Employee Contract tooltips.

6

Set Auto Duration Event settings: Active, Event Type, Start Time, and Project.

The duration will be determined by the Shift Template’s Contract Regular Hours.

7

Optional: Select New Template Event to create additional template events.

Set the Event Type, assigned Role, Facility, Content or Project, Start Time, and End Time. Repeat this step to add as many template events as needed.

8

Optional: Select Required Skills and Restrictions tab to add Required Skills and Restrictions.

9

Optional: Select Qualified Employees tab to search for employees who can be properly assigned to a Shift Template.

Qualified employees can be filtered by Skills, Restrictions, Roles, Service Center, Region, or Team.

10

Optional: Select Permissions tab to edit Permissions.

11

Save the Shift Template.

Shift Templates - 222