Create shift templates and assign a roster

Shifts start as templates (name, start/end, breaks, department). You then assign those templates to people for specific dates.

Create a template

1. Open Shifts.
2. Go to the Templates tab.
3. Select New Template.
4. Enter shift name, start and end time, breaks, and department.
5. Save.

Assign and publish

1. Open the Schedule Board tab.
2. Choose the date range.
3. Drag a template onto an employee slot, or use bulk assign.
4. Select Publish so assignments are saved for those dates.

Use Copy Week to duplicate a source period onto a destination week, then review before the new week starts.