Advanced Scheduling - Maintaining or Adding Workload Templates

Advanced Scheduling - Maintaining or Adding Workload Templates

In order to maintain current templates navigate to the Hamburger Menu,> Gear Icon > Scheduler Set Up > Workload Templates


If current Workload Templates are already created you may want to make Edits. If you need to create a new template from scratch, skip down to the "Add New"  steps. 

 Edit Current Workload Templates

From here,  you can click into the pencil to add or edit existing shifts that are part of your current template.

 

Then you can add rows by clicking "add row",  edit existing by overriding the current data, or delete by clicking the x next to the line.


Add New Workload Template

If you'd like to create a completely new template from scratch rather than clicking the pencil icon on the Workload Template Screen - choose "Add New". Then came the Workload Template accordingly, such as "Retail". Below, enter the information accordingly to build your Workload Template.  How to Create a Workload Template



 


How to Create a Workload Template Import 

Please see the below video on how to create a template to import directly into the system, rather than manually create. The document referenced in the video is attached to the article. Please provide the finished product to your implementation specialist or upload it to the "Workload Template Import" section in the system. 



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