Edit Shift Templates for Your Schedule Follow
Similar to adjusting positions, editing Shift Templates is crucial for adapting to evolving scheduling needs. The uAttend Scheduling feature allows Administrators and Supervisors to edit existing Shift Templates, updating the template name, adjusting the number of employees needed per shift, and modifying the start and end times. Additionally, if a Shift Template is no longer required, you can easily archive it. These changes ensure that your schedules remain flexible and responsive to your organization's needs. For a detailed look at managing all aspects of scheduling, refer to our Guide to Scheduling.
To edit an active Shift Template:
- Navigate to the Scheduling tab in the uAttend cloud portal.
- Click on the Settings sub-tab.
- Select the Position that the Shift Template has been created under.
- Scroll to the Shift Templates section.
- Click the Edit
icon at the bottom of the Shift Template you wish to edit.
- Adjust the details on the Edit Shift Template screen.
- Click anywhere in the Shift Template Name field to update the name.
- Click on the current number under the weekday to update the Number of Employees needed per day.
- Click on the start time or end time of the Shift Template Time and enter the desired time.
- Select Save.
To archive a Shift Template:
- Navigate to the Scheduling tab in the uAttend cloud portal.
- Click on the Settings sub-tab.
- Select the Position that the Shift Template has been created under.
- Scroll to the Shift Templates section.
- Click the Archive
icon at the bottom of the Shift Template you wish to archive.
- Select Archive to archive the Shift Template.