NOTE Only users with permission to edit templates can add or edit templates.
If you add templates in advance, changing schedules can be quick and easy.
1. What is a scheduling template?
A scheduling template is a form created in advance with detailed information that is needed when registering schedules. There are group templates and my templates. (You can only create 'my templates' on the app.)
By using templates, you can quickly change schedules without entering information for each schedule. When you create templates by group, you can effectively use templates especially if your company employees work in shifts.(E.g., 3 work shifts : AM / PM / Night)
Group templates
Group templates are schedule templates that can be used commonly for a certain group when you assign employees' schedules or when employees request a schedule change.
Creating templates from dashboard
Dashboard > Schedule > Select Manage template.
Select [Add templates].
Select a schedule type(Work・Day off・Leave・Training・Others) and enter necessary information for each schedule type.
'Groups using templates' are groups you can apply the registering templates when changing the schedule. Admins can select all groups in the company, and leaders can only select from the leader's managing groups.
Only the leave types that are set for leaders to assign can be selected.
Creating templates from app
From the main page(Leader Mode), select the menu button.
Select [Schedule] from the navigation screen.
Select the edit button at the bottom right of the screen and it will be changed to schedule editing mode.
Select [Template >] from the template selecting area at the bottom. You can see the list of registered templates in the selected employee's assigned group.
Select the add templates button at the bottom right of the screen.
You can register templates the same way as you did on dashboard.
My templates
Personal scheduling templates are templates that can only be used personally.
From the main page(Staff Mode), select the menu button.
Select [Schedule] from the navigation screen.
Select the edit button at the bottom right of the screen and it will be changed to schedule editing mode.
Select [Template>] from the template selecting area at the bottom. You can see the list of registered templates in the group and your templates.
After selecting [My templates], select the add templates button at the bottom right of the screen.
Select a schedule type and enter the necessary information for each schedule type.
Templates registered in 'My templates' can only be used when you request a schedule change for yourself.
Leave can only be requested separately from the Leave menu, so you cannot register it in 'my templates'.
