You can use templates when you have a regular employee or multiple employees allocated to a service user's visits or department's shifts. Templates allow future shifts or visits to automatically allocate that employee when they're available to work.
Create a template
From the menu select Rostering.
Click Visit, then Planning.
Click the arrow next to the relevant service user.
Allocate all the visits, then click on a visit.
Click Template Details, then click Add New.
Add a description and the order of the templates; for a weekly template, leave this as one.
On the Apply From W/S Date drop-down list, select the following week from which the template should apply.
Click save and exit the pop-up. This automatically applies the template for this week.
If creating a two week template you'll need to follow the above steps again on the following week and for the order add two and apply from date to be the following week's date.
Templating symbols
Symbol | Description |
! | This means that a non-templated employee is allocated to the visit. |
T | This means that this visit is not templated. |