Adding Shift Templates

To add a shift template:

Task:

Select Scheduling Locations from the menu and then enter the scheduling location name in the Search box.
Select the card of the scheduling location you want to add a shift template to.

Step Results: The scheduling location's card opens.
Select Shift Templates (it may be under the Actions menu).

Step Results: The Shift Templates window opens.
Click Add Template.

Step Results: The Shift Template with only the Basic Information card opens.

Complete the information below and click Save.

In this field:	Enter:
Description	A description of the shift template, such as mornings, days or nights.
Begin Date	The date this shift template goes into effect. The Generate Schedule process will not create shifts from shift templates with a Begin Date in the future.
End Date	The date this shift template ends or leave it blank. The Generate Schedule process will not create shifts from shift templates with an End Date in the past.
Mandatory Staff	The minimum number of staff required to work this shift. The location Mandatory Staff Count defaults.
Service Type	The related Service Type that will be provided during this shift.
Service Type 2	If more than one Service Type will be provided during this shift, the related Service Type.
Scheduling Method	This is the default method for scheduling staff to slots for this shift template: Auto Schedule - The auto scheduler assigns staff to the slots of shifts based on a complex algorithm that finds the best mix. When copying or generating a schedule, the slots in shifts are not filled. Do Not Schedule - When copying, generating or auto-generating a schedule, the slots in shifts are not filled. The schedule manager must manually assign staff to them. From Source - When copying or generating a schedule, the slots in shifts are filled with the staff from the copied week or in the shift template. The auto-generator will skip over any shift with a schedule method set to From Source.
On-Call	If Schedule On-Call Shifts is turned on in Options, select On-Call if the Time Slots associated with this Shift Template will be On-Call hours. On-Call time slot blocks appear in a lighter color and have a phone icon on them. On-Call hours do not count towards a staff's company absolute or preferred maximum and are not included in scheduled hours calculations. Staff can pick up on-call shifts even if they are already at their maximums.

Step Results: The Qualifications cards appear with defaults from the scheduling location. If the scheduling location includes clients, then the Clients card also appears along with Client Qualifications card (read only) if any of the clients have special qualifications. You can make changes to the qualifications and clients as needed.

To update the qualifications for a shift template:
1. Select Add on the Qualifications card.
  
  Step Results: The Qualifications pop-up opens.
2. Select the qualification you want to assign to the shift template and then click Save.
3. Select the number of staff that must have the qualification to work a typical shift.
4. Select the minus sign next to a qualification to remove it from the shift template.
  
  Step Results: A confirmation message appears.
5. Select Yes.
  
  Step Results: The qualification disappears from the card.
To update the clients for a shift template:
1. Select Add on the Clients card.
  
  Step Results: The Clients pop-up opens.
2. Select the client(s) you want to assign to the shift template and then click Save.
  
  Step Results: The selected clients appear in the Clients card. If any of the clients have special qualifications, they will appear on the Client Qualifications card.
3. Select the minus sign next to a client to remove it from the shift template.
  Step Results: A confirmation message appears.
4. Select Yes.
  
  Step Results: The client disappears from the card. If the removed client has special qualifications, they will be removed from the Client Qualifications card as well.
Click Shift Templates in the breadcrumbs to return to Shift Templates.

Step Results: The new template appears as a button and you can now add time slots to it.