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Create Shift Template

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Overview

Shift templates save you time when you need to schedule shifts that have a consistent start and end time. Instead of manually entering in custom shift details one-by-one, shift templates allow you to schedule a shift quickly and easily.

You can create shift templates on your computer or iOS device.

Considerations

  • You must have supervisor, manager, or admin access privileges in When I Work to add shift templates.
  • Supervisors can create shift templates for their schedules only.

Create a Shift Template from new custom shift

  1. Open the When I Work mobile app.
  2. Tap Scheduler.
  3. Tap .
  4. Tap Create Custom Shift .
  5. Add all the details for the shift, then tap the Save as shift template toggle.
  6. Tap .
  7. Tap Save again to only save the shift or Save & Publish to publish the shift immediately.

Create Shift Template from existing shift

  1. Open the When I Work mobile app.
  2. Tap Scheduler.
  3. Find the shift you want to copy, then tap it to open it.
  4. Tap Edit.
  5. Tap the toggle for Save as shift template.
  6. Tap .
  7. Tap Save again to only save the shift or Save & Publish to publish the shift immediately.
Updated on June 18, 2024

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