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  3. Planning and creating a roster

How do I create or edit a shift template?

Create your shift templates before you start building your first rota. Learn how to edit templates when needed.

To create a new shift template, please follow these steps:

  1. Select 'Admin' area

  2. Select 'Shift Templates'

  3. Add ‘New Shift Template’

  4. Complete the required fields

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5. Once completed, select 'Create Shift Template'

 

To edit a shift template

  1. Select the required shift template

  2. Select the template you would like to edit

  3. Complete the required changes

  4. To delete a shift template, simply select delete and confirm via the pop-up modal

image (10)

💡'Shift Type' will determine the colour of the shift card - Shift Types include Day, Long Day, Night, On Call etc.