Using Rota Templates

Standard Week Mon-Fri: 9am - 5pm Sat-Sun: Off 5 employees 40h / week per person Apply Template Shift Pattern A Early: 6am - 2pm Late: 2pm - 10pm 8 employees Rotating weekly Apply Template Weekend Cover Sat: 9am - 5pm Sun: 10am - 4pm 3 employees 14h / week per person Apply Template

Save Time with Reusable Schedules

Rota Templates allow you to define standard shift patterns that can be applied to any week with a single click. This is ideal for businesses with consistent weekly schedules.

Enabling Templates

Templates must be enabled in Settings. Once enabled, a Templates tab appears in the Rotas section.

Creating a Template

  1. Go to Rotas > Templates
  2. Click Create Template
  3. Give the template a Name and optional Description
  4. Select the Location and optionally a Department
  5. Define the template slots:
    • For each day, add shift times and assign default employees
    • You can have multiple slots per day
  6. Click Save

Applying a Template

  1. Navigate to the week you want to schedule
  2. Click Apply Template
  3. Select the template to apply
  4. Optionally check Clear existing shifts to remove any current shifts for the week
  5. Click Apply

All template slots will be created as shifts for that week, pre-assigned to the default employees.

Managing Templates

  • Set as Default – Mark a template as the default for a location. It can be auto-applied to new weeks.
  • Duplicate – Copy a template to create a variation
  • Copy to Location – Duplicate a template to another work location
  • Edit – Modify slots and default employees
  • Delete – Remove templates you no longer need