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How to Duplicate a Shift Template

Managing multiple positions with similar schedules? The Duplicate Shift Template feature lets you quickly copy an existing template to save time.

Steps

  1. In the left-side toolbar, select Setup.
  2. Click #4 – Shift Templates.
  3. Select the position that contains the template you want to duplicate.
  4. In the row of the template, click the Duplicate icon (double paper icon) on the right.
  5. In the pop-up:
    • Select the position you want to copy the template to
    • Enter a new Shift Title
    • (Optional) Check Availability if you want to copy existing staff availability
  6. Click Duplicate.

Why This Helps

Duplicating shift templates allows you to quickly reuse scheduling structures across positions without rebuilding them from scratch, saving time and ensuring consistency.