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Once created, templates can be applied directly from the scheduling grid (Modify Schedule Tools menu).  

Create Template

There are two ways that a template can be created.

• Settings -> Shift Templates
  1. Click on Create Template and enter in the name and description that is to be used. Remember to use a descriptive name if there are multiple templates which will make it easier to find the correct template. From the template screen users can update the name, description and also set the template as the default template when inserting into a schedule. Once the template has been created, shifts can be added.
• Schedule Xpress main grid -> Modify Schedule Tools -> Create Shift Template
  1. If there are shifts in the schedule grid, a template can be created directly from the main scheduling screen by selecting the shifts that will be added to a template. By clicking on Create Shift Template, the selected shifts will be added to the new template. Enter in the name and description to be used. Click on Create or Create and Edit and the template will be saved. This is a quicker way to create a template as the shifts are automatically added.

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From the main schedule grid, click on Modify Schedule Schedule Tools and select Apply Shift Template.Image Removed                Image Removed                       

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Enter in the date that the template will be applied from. This first date is considered day 0 in the date offset field and any shifts with 0 will be pasted as of that day. The date offset field can be changed from Settings -> Shift Templates.

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