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            Create Shift Templates

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            Create Shift Templates

            Create shifts more quickly with templates. Insert a template of pre-populated fields instead of manually completing fields in the shift creation pane.

            Required Editions

            View supported editions.
            Note
            Note Workforce Engagement is scheduled for retirement. See Workforce Engagement Retirement.
            User Permissions Needed
            To create a shift and apply a template:

            Shift Scheduling Planner

            OR

            Workforce Engagement Planner

            Shift templates serve as building blocks for scheduling and assigning shifts to service resources. After creating shift templates, you can use them to create shifts rapidly. Templates fill in information such as start and end times, the job profile, and status.

            Build and curate a library of shift templates, and then use them to create shifts.

            1. From the App Launcher, select Shift Templates.
            2. From the Shift Templates page, click New.
            3. Enter field values.
              Each template requires a duration of at least 1 hour. Shift templates must start and end on the quarter hour. For example, 10:00, 10:15, 10:30, and 10:45 are valid times.
            4. Specify if the template defines Non-Standard shifts.
              Non-standard shifts are those shifts that support reps consider inconvenient or less desirable.
            5. Click Save. Or to save and continue creating shift templates, click Save and New.
             
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