Shift templates and repeats

Ready-made shifts you pick or drag onto the board, shifts that repeat every day, week or month, and copying the last period.

Shift templates

A template is a ready-made shift - a name, start and end, a break, a role and a place - for example Morning 07:00 to 15:00, Cashier, Main store.

1. Go to People & set-up > Shift templates and click Add template.
2. Give it a short name and the times. An end earlier than the start means it ends the next day.
3. Choose the role and place it is usually for.

If you use Ellibo HR, Bring in HR shifts makes templates from your HR shifts, so planned shifts line up with HR attendance.

To use a template, pick it at the top of the shift window, or click Templates on the board and drag one onto a day in a person's row. Deleting a template leaves the shifts already made from it as they are.

Repeating shifts

In the shift window choose Repeat: every day, every week, every 2 weeks, every month, or a custom number of days, weeks or months, until a date or with no end. You can also choose Repeat... from a shift's menu.

Repeats with no end are kept 8 weeks ahead; more are made by themselves as time goes on. New repeated shifts are drafts until you publish them.

To stop, choose Stop repeating... from one of its shifts. Later drafts of the repeat are removed and no more are made. Tick Also remove later shifts that are already published to remove those too - the people are told.

Copy the last period

Copy last week on the board copies the week before into the week on screen, as drafts (in Day view it is Copy previous day, in 2-week view Copy last 2 weeks; not in Month view). People no longer planned are skipped, and shifts already there are not doubled. Check, change and publish.