We often get asked how to build templates that represent ideal shift coverage. For example, if you know you need 5 workers from 8-5 everyday of the week how can you use ZoomShift to make building this type of schedule easy? In ZoomShift you can accomplish this in two different ways. This guide will walk you through these two methods and you can decide which one will work best for your organization.
Tutorial Video - Building Schedules
We have a tutorial video that covers some of the informaion in this article. If you like watching instead of reading you should check it out!Watch Video
To keep things simple let’s assume that your ideal shift coverage looks like this:
- 5 Server Shifts at 2pm-9pm on Wednesday - Saturday
- 3 Bartender Shifts at 6pm-11pm on Monday - Friday
Method 1: No Employee Shift Templates
You can use no employee shifts with quantities to build this coverage. You can then save these shifts as a template and use them every week to build your schedule. (To learn more about using no employee shifts check out this help guide, and to learn more about using templates check out this help guide.)
Once you’ve created all of the no employee shifts that represent your coverage your schedule will look like the image below. Once this is saved as a template you can load these shifts up with one click in the future.
You can then drag and drop these shifts to distribute them to employees. As you distribute the shifts you will notice that the quantity of the no employee shifts will decrease. Once you have removed all of the no employee shifts your schedule is complete with your ideal coverage!
Method 2: Assigned Shift Templates
The second way to manage shift coverage is to simply create a template that has shifts already assigned to employees. (To learn more about using templates check out this help guide.) This method works well if your schedule does not change much from week-to-week.
Once you’ve created all of the shifts that represent your coverage you will have a complete looking schedule like the image below. Once this is saved as a template you can load these shifts up with one click in the future.
When you load this template in the future you can then move shifts around as needed. Ideally you will only need to make a few adjustments every week.
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