A roster template is a standard week you build once and clone into any week of the Roster Calendar, so you don't roster the same shifts by hand every week. You might keep a summer week and a winter week, or Week 1 and Week 2 of a roster that rotates.

Required plan	Standard Enterprise
Required access	Roster - Full Access
To delete a template	Settings

Navigate to Menu > Rosters > Roster Template.

Create a roster template

Click the template name at the top of the page, then + New Template.
Under Start from, choose NA (Blank template) to start empty, or a template to start from a copy of its shifts. It starts on the template you have open.
Enter a Template name, such as "Summer week", then click Create Template.
Click Take me there to open the new template.

To turn a week you've already rostered into a template, show it on the Roster Calendar with the range on 1 Week, click More Actions > Clone Week, then choose Template. See Roster Calendar.

Add shifts to a template

A template works like a week on the Roster Calendar. In List, click + on a Location or Role row, choose the employee, and enter the times; changes save as you make them. In By Location and By Employee, click + on a day to add a shift, and drag, copy and paste shifts between days. A template can hold shifts for any of your Locations; choose which ones to see under Locations.

For each part of a shift, see Roster Calendar. Templates have no Lock, because staff never see them: they only see the weeks you clone into the Roster Calendar and lock.

Clone a template into the Roster Calendar

Open the template, and show only the Locations you want to copy. The whole week is copied.
Click Clone Template. The Clone Roster window opens.
Under Clone to:, choose Calendar, then Single Week and the week, or Multi Week and two or more weeks.
Tick Reset Job allocation? to clear the Jobs on the copied shifts.
Click Clone, check how many shifts each week will replace and whether any of the weeks are locked, then click Confirm Clone.

Warning

A clone replaces every shift at the Locations shown, for the whole week, in each week you clone to, even shifts you added by hand and weeks that are locked. Show only the Locations you mean to copy before you clone. To copy only some days, copy and paste their shifts instead.

Then open the week on the Roster Calendar, make any changes for that week, and lock it so your staff can see it. Click Roster Calendar at the top of the template to open the calendar in a new tab. To copy one template into another, choose Template under Clone to: instead.

Rename or delete a template

Click the gear icon next to the template's name, then Rename Template or Delete Template. To rename, type the new name and click the tick. Deleting a template can't be undone, but weeks you've already cloned it into keep their shifts.