Templates can be used when bulk assigning employees to shifts.  Under Team Management on the left, choose Schedule.  You can bulk assign employees by selecting Options on the upper right and choosing “Bulk Assign”  

Next, select which employees to include, and choose a shift template.

Set the start date, and specify how many weeks you wish to have this assignment to cover

You can also set an end date for this schedule.

When you are ready, select Save and your calendar will update with the new information.

You will note that the cost of the shift will also update, based on the individual’s recorded hourly wage.

Publishing the Shift

In order for Employees to be notified of their schedule, you need to publish the shift.

On the main shift page, select the Publish button


This will open a modal window.

Here you can choose the following options when you publish the schedule:

• Notify all users of the new schedule
• Notify employees with changes only
• Don't Send

When you notify users, they will receive an email letting them know when they are expected for work.