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How to: Change Ongoing Template

How to change the template for an ongoing schedule

Written by Amanda Larsen

To change the template for an ongoing schedule. In this article, we will detail how to do this.

To start

Navigate to the schedule you want to change. You have an overview of your periods here.

Press show on the plan you want to change.

Once you are back in the calendar, you will see the button labeled plan - click this to open the staff planning modal.

Now you have the following options

  • Roll our from - Select the start week for the changes you want to make

  • To week - Select the end week for your changes (by default, the last week of the period is chosen)

  • Name of employee - Select the employees you want to change the schedule from.

Once you have set your configuration, you can click next.

You will now we presented with the template used for the selected employees, and from here, normal template planning is used. More details about that can be read here.

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