Skip to main content

Shift Templates

Save and reuse weekly shift patterns to speed up schedule creation.

Premium Feature

Shift Templates requires the Team Management feature to be enabled for your store. Contact your administrator to enable it.

Accessing Shift Templates​

Navigate to Team > Shift Templates in the sidebar (admin and manager roles only).

Creating a Template​

  1. Click New Template
  2. Enter a Template Name (e.g., "Standard Week", "Holiday Coverage")
  3. Add an optional Description
  4. Add shift blocks to each day of the week:
    • Click the + button on any day card
    • Set Start Time and End Time
    • Enter a Role (optional — e.g., "Budtender", "Cashier")
    • Set Headcount — how many staff are needed for this shift slot
  5. Click Save

Example​

A "Standard Week" template might have:

  • Monday–Friday: 9:00 AM – 5:00 PM, Budtender, headcount 2
  • Saturday: 10:00 AM – 6:00 PM, Budtender, headcount 3
  • Sunday: 11:00 AM – 4:00 PM, Budtender, headcount 1

Template List​

The template list shows all saved templates as cards with:

  • Template name and description
  • Total shift count (factoring in headcount)
  • Days used — a visual bar showing which days of the week have shifts
  • Delete button — remove a template you no longer need

Click any template card to edit it.

Editing a Template​

  1. Click a template from the list
  2. Modify the name, description, or shift entries
  3. Add or remove shift blocks on any day
  4. Click Save

Applying a Template to the Schedule​

From the Scheduling page:

  1. Click Auto-fill in the toolbar
  2. Select the template to apply
  3. The system assigns employees to shift slots based on:
    • Employee availability (respects availability preferences)
    • Role matching (prefers employees whose role matches the shift)
    • Fairness (distributes hours evenly — employees with fewer hours get priority)
  4. Shifts are created as unpublished drafts — review before publishing
  5. Any slots that couldn't be filled (no available employees) are reported

Tips​

  • Start simple — Create one template for your typical week, then add variations (e.g., "Holiday", "Short Staff")
  • Use headcount — Instead of creating 3 identical shift entries, create one with headcount 3
  • Review after auto-fill — Auto-generated shifts are unpublished, giving you a chance to adjust before employees see them
  • Role matching — If you set a role on a template entry, the auto-fill will prefer employees with that role

Next Steps​