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. 

    • Related Articles

    • Advanced Scheduling - Adding and Maintaining Skills

      When it comes to Advanced Scheduling, Skills are required in order to determine what "Role" aka Skill needs to be filled on the schedule. More than one Skill can be assigned to employees and will be the title you see when creating schedules. For ...
    • Advanced Scheduling Admin and Manager Guide

      Advanced Scheduler Overview Advanced Scheduling allows for automation of schedule creation by using Skills and Scheduled Cost Centers to determine where employees can work and what the employee can or will be doing for the scheduled shift. The goal ...
    • Advanced Scheduling - Creating a Schedule

      When creating a schedule, there are a few options such as manually creating the schedule, utilizing a pre-made template (workload template), and/or templates related to POS System data, etc. All options are found in the Advanced Scheduling Tool. ...
    • Recorded Training - Advanced Scheduling Part 1

      In this training session, we cover Advanced Scheduling and the settings required to allow the system to function as smart as possible. We discuss the differences between Basic Scheduling and Advanced and the criteria needed to allow Advanced ...
    • Advanced Scheduling Reports & Navigation

      Below are some reports you may want to refer to when managing the schedules. There may be additional reports needed that pull in time along with scheduling based on what data is needed but the below really covers reports related to coverage, etc. All ...