Shift Templates – Reusable Shifts and Week Templates

Templates save time. Vendion has two levels: base shifts (individual, reusable shifts) and week templates saved/loaded via Save as template / Load template in the schedule's tools menu.

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Level 1: Base shifts (individual shifts)

Base shifts are preset shifts (time, break, cost center, color, optional fixed pay) that speed up scheduling. They are managed in their own sub-tab.

Create a base shift:

1. Open Staff → Schedule and choose the Manage base shifts sub-tab
2. Click Add base shift
3. Fill in:
   • Color – shown on the shift in the schedule
   • Name – descriptive, e.g. "Kitchen ALC" or "Lunch floor"
   • Cost center (optional)
   • Required role (optional) – limits who the template is suggested for
   • Start time and End time
   • Break in minutes
   • Fixed pay for the shift (SEK) (optional) – replaces hourly/monthly pay for shifts from the template; unsocial-hours pay is added on top
4. Save

Base shifts appear in a table (Name, Time, Break, Shift pay, Cost center) where you can edit (pencil) or delete (trash, click twice to confirm).

Using a base shift: When you create/edit a shift (click a cell in the schedule → Schedule), pick a base shift from the Base shift dropdown – times, break, station and shift pay auto-fill. The list is filtered to the selected employee's role; click "show all" to see the rest. Choose Custom shift to fill in manually.

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Level 2: Week templates (entire weeks)

Once you have a solid weekly schedule, save the whole week and reuse it.

Save a week as a template:

1. Build a complete weekly schedule in Staff → Schedule
2. Click Tools in the toolbar and choose Save as template
3. Enter a Template name (e.g. "Normal week" or "Summer week")
4. Click Save template

All the week's shifts are saved with staff, times, stations, breaks, notes and base-shift links (as relative weekdays).

Using a week template:

1. Navigate to the target week
2. Click Tools → Load template
3. Choose a template from the list (shows shift count) and click Apply

The shifts are added to the target week as drafts – then you publish them as usual. The same staff are reused. (The trash icon in the list deletes a saved template.)

Tip: Combine with Copy week (same Tools menu) to quickly build a similar week from the previous one.