This is a legacy feature that is no longer available for customers who signed up for Tymeshift after July 27th, 2022. The functionality in this feature is now available in Locations & Shift Layouts.
Creating a Schedule shouldn’t be time-consuming, especially if it’s something you need to do often! You can create Shift Templates for your Schedules, and use them in the future to build shifts more efficiently.
You can create a Shift Template by following the steps below:
- Log in to your tymeshift WebApp.
- Click on Schedule
. - Click on the Shift Templates
on the left-hand menu. - Click on the
button located in the upper right corner. - Fill in the necessary information to create your template:
- Template Name – name your Shift Template.
- Days – choose which days you want to be on this Schedule.
- Start time/End time – choose what time of day the Schedule should start and end.
- Intraday Schedule – choose which activity you want to assign to the agent during each interval. You can find more information about Intraday Schedules here. Keep in mind, you can assign multiple Intraday schedules for one shift template.
- Agent Staffing Target – add the target number of agents for this shift.
- Assignee(s) – select the names of the agents you want to be associated with this shift template.
- Save your Shift Template.
Note: if you have many Shift Templates created, you can easily sort them to quickly find the one you are looking for by simply selecting one of the drop down options in your Shift Templates view.
Once created, you can easily Edit, Delete, and verify the assigned agents for your Templates by following the steps below:
- Log in to your tymeshift WebApp.
- Click on Schedule .
- Click on Shift Templates on the left-hand menu.
- Right-click on Edit to make any adjustments.
- Save the Shift Template.
Note: you can also create Blockouts/Exceptions on your Schedules depending on your needs.