Create a shift template to simplify configuring shifts

You can predefine sets of shift settings using shift templates. Shift templates are a subset of group templates.

Avant de commencer

Role required: rota_admin

Procédure

1. Navigate to All > On-Call Scheduling > Administration > Group Templates.
2. From the list of group schedule templates, select the template for which you want to create a new shift template.
3. On the related list of the shift templates, click New and then fill in the On-Call Shift Template form.

   Tableau 1. New shift template fields

   Shift name	The friendly name of the shift template. For example, US or EMEA.
   Schedule type	The type of schedule. You can specify settings for a Simple schedule. Alternatively, you can select an existing template.
   All day	Select the check box if the shift spans the full workday.
   Start Time	If this is not an all-day shift, then specify the start time of the shift.
   End time	The end time of the shift.
   End time day	The day on which the shift should end.
   Repeat on	For repeating shifts, the days of the week on which the shift should repeat.
   On-Call Group Template	The group template to which the shift belongs.
   Time zone	The time zone of the members of the rosters that will fill the shift.
   Specify holiday Schedule	Select the check box to specify the holiday schedule for the shift. The setting is applied to the shift.

4. Click Submit.

Résultats

The template is now available for you to choose when creating or updating a shift.