With smart scheduling, sometimes Copying last week’s schedule isn’t ideal for certain positions. For example, if your housekeepers’ schedules were automatically updated with the rooms they had to clean each day, their schedule Ending Times could now not be consistent. That’s why creating Schedule Templates may be better suited for your hotel.
How to get started?
First, you can go to a prior week using the calendar drop down.
Then select Save as Template.
Give the template a name and select Save Template.
Whether you pick a schedule from a previous week, or you pick the current or a future week, you can create multiple schedule templates.
How to import a Schedule Template?
If you haven’t created a forecast yet, select Set Forecast.
Select the Actuals from the prior week you want to import, then select Copy Schedule.
Select whether you’d like to copy for one, multiple, or all departments.
Once departments are selected, to import a Template, select the dropdown in the Copy Users section.
You’ll see any Templates listed here.
Once you pick the template for the Users, select the template in Copy Shifts too.
If you want to copy the shifts, but not leave all in Unassigned, you can turn this off here.
To copy the shifts, leave it selected then click the Set Forecast and Copy Schedule button.
You’ll receive a notice that the Schedule Imported Successfully.
How to edit a template?
By selecting the three-dot option on the top right, select Manage Templates.
Select the template you wish to edit.
You can either Rename, or Delete the template if you have the role permission.
What happens if I need to edit a current template?
If you need to make a change to a current template, in a new blank week’s schedule, copy the Template you wish to change. Once the schedule imports, make the change needed, and save this as a new template.
Then, go into Manage Templates and Delete the old template that’s no longer needed.