Staffvelox Help Center

Schedule templates

Schedule templates can be used to save daily, weekly schedules which occur consistently as a template. Apply this templates to create future schedules quickly and effortlessly.

Create a weekly schedule template

Note: Shifts visible in the calendar are only copied to the schedule template, so you can apply schedule filters to copy a subset of shifts.

  1. In the Schedule, switch to Week view.
  2. Set up the shifts or go to the week which contains a schedule you want to save.
  3. At the top right, click Tools > Save as Template.
  4. Enter a name for the template, then click Save Template.

Create a daily schedule template

  1. In the Schedule, switch to Day view.
  2. Set up the shifts or go to the day which contains a schedule you want to save.
  3. At the top right, click Tools > Save as Template.
  4. Enter a name for the template, then click Save Template.

Apply template

  1. Go to the day/week where you want to apply the schedule template.
  2. At the top right, click Tools > Apply Template.
  3. Select the template you want to apply and click Apply Template.
Note
  • Two weeks schedule template is supported.
  • Monthly schedule template is not supported.
  • Repeating shifts are not copied to the schedule templates.

Edit template

  1. Go to a date range where there are no shifts.
  2. Apply the schedule template you want to edit.
  3. Remove or add shifts as you wish.
  4. After filling the shifts, save the schedule as a new template.
  5. Delete your old template.
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