Creating a Template out of an Entire Schedule

TimeForge has the ability to make templates out of entire schedules that have been built. These templates can also be made out of schedules for specific days, or specific shifts, or even specific employees or positions, depending on what you prefer. Templates made from entire schedules, no matter the length, are very handy for employers whose employees have consistent schedules. When creating a new schedule, you will be presented with an option to choose which created templates you would like to apply. The templates may be applied to the schedule day by day, or if you wish to use a template that was made from an entire schedule, that may be applied as well. Templates also have the ability to be “stacked”, meaning more than one template can be applied at a time. For example, if you apply a template to a week long schedule, but know that you will need some extra staff on Friday, and you have an “extra staff” template, you can add that to Friday, on top of the weekly template you’ve already applied.

Go to the “Schedules” page.

Go to the "Schedules" page.

After creating a schedule (see “How do I create an employee schedule?“), hover over “Schedules” and select “Schedules”.

Make a template.

Make a template.

To make a template out of a schedule, locate the appropriate schedule in your schedules list and click the “Make Template” link located on the right side of the schedule’s row.

Name the template.

Name the template.

Choose a name for the template and select “Create”. The template will now appear in your templates list.

Apply the template made from an entire schedule to a new schedule.

Apply the template made from an entire schedule to a new schedule.

1. Add a new schedule. Select the appropriate dates, description, and department, which are all mandatory fields. Select sales categories if desired. Click the yellow “Add This Schedule” button.

2. Any templates created from entire schedules will appear in the “Would you like to use a weekly template?” drop down menu. Select the appropriate template from the menu.

3. To add any daily templates to the template created from an entire schedule, select the appropriate template for each day from the drop down menus next to the dates.

4. Scroll down and click the yellow “Assign Employees” button to generate a schedule built from the selected templates.

heartWhat some of our clients have to say ...

We are one year into it now, well past being enamored with the newness. We are married to TimeForge. It's as essential to us now as any of our management tools today, and we very happy about that.- Steve @ Hermosa Cyclery
We really like the program so far. I know that it is geared towards restaurants, but we are a real estate company and we love it because it is inexpensive and it is so easy to use.- Nicole @ Exit Premier Realty
The Timeforge scheduling system has not only increased our efficiency tremendously; decreased the errors in what is normally an error prone environment; it has also saved us ten times what it costs us each month.- Michael @ Tiara Cafe
I would highly recommend TimeForge to anyone making work schedules. ... What used to take 1-2 hours, now takes 15 minutes. The reports section is comprehensive and useful.- Lawrence Payne @ Mid Pacific Country Club
I've been really pleased with this latest version of TimeForge. I'm really getting familiar with this program and its become a great time saver! Keep up the good work!- Loren @ Fresh Produce
Before using TimeForge, creating a schedule took 2 hours. With TimeForge, it takes less than 10 minutes.- Gail @ Kerr Drug

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The best tools available for managing labor in the retail, restaurant, food-service, and hospitality industries. Includes applicant tracking, time management, employee scheduling, payroll, and other labor management tools.

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