Shift templates
Create shift templates in Zoho Shifts for the shifts you use most often. Shift templates let you reuse a standard shift structure, so you don’t have to build shifts from scratch every time.
For example, if your organization typically works from 9am to 11pm, you can create templates for 9am to 1pm, 1pm to 6pm, and 6pm to 11pm across three shifts. Once you create shift templates, you can use them to schedule shifts.
Before you start
To create, edit, or apply shift templates, you'll need the Administrator access level or the Add, edit shifts permission enabled.
To create a shift template
- Click the Settings icon in the top-right corner.
- Select Shift Templates from the Schedule section.
- Click +Add Shift Template.
- Enter the shift start and end Times in the New Shift Template window.
- If your organization has set up Breaks and you want to include them in the template, click +Add Break. Select an available Break, update its duration if needed, and enter the Start Time.
- Select the Schedules for which you want the shift template created, then click Apply.
- Select the Positions for which you want to create the shift template, then click Apply.
- Enter Notes (optional).
- Click Save Shift Template.
To edit or delete shift templates
You can edit or delete a shift template using the Edit or Delete icons available corresponding to the Shift Templates. Editing a shift template will not affect shifts that have already been created or those that are currently scheduled. However, changes will apply to any new shifts that you create using the updated template. Similarly, deleting a shift template does not affect any existing shifts created using it in the Schedule Editor.
To apply shift templates
- Go to Schedule > Schedule Editor.
- Click a cell to create a shift and choose a shift template from the existing list of templates.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Shift offers
You can allow employees to give up shifts to other employees in your organization, and configure rules for offering those shifts. This article explains what a shift offer is, how to configure an offer for your organization, employees' eligibility, ...Shift swaps
You can allow employees to swap shifts in your organization and configure rules for exchanging shifts. This article explains what shift swapping is, how to configure shift swapping for your organization, when employees are eligible to swap shifts, ...Shift drops
You can allow employees to decline their shifts in your organization and convert the declined shifts to open shifts. You can enable and configure shift drop rules. This article explains what shift drop is, how to configure shift drop for your ...Copy shift
Create shifts by simply copying from an existing shift or set of shifts. Zoho Shifts lets you copy shifts using the Copy Previous tool and keyboard shortcuts in the Schedule Editor. To copy shifts from a previous day or week Go to Schedule > Schedule ...View shift history
Understand how a shift changed over time. When a shift is created, published, reassigned, or traded, Zoho Shifts maintains a record of every update. This gives you a clear view of the changes made, when they occurred, and who made them. Before you ...
New to Zoho LandingPage?
Zoho LandingPage Resources