Navigation: Roster | Agent Management

Templates allow you to define standard shifts that an agent receives.

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For regular Agents the 'Auto Fill Roster' function significantly reduces the time it takes to roster staff each week.

Creating Templates

You can create templates from the Agent Roster Management screen (Roster | Agents)  Management screen or you can directly create a template from a shift on the 'Roster' screen by right clicking on an existing shift and selecting 'Create Template'.

We recommend that you use the 'Create Template' method when first setting up a regular Roster. See the getting start guide for an overview.

See the page on Recurring Schedules for details on setting up the time periods for Rosters.

Availability vs Preferences vs Templates

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Everyone should use Templates. 

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