Shifts & Scheduling

Shift Templates & Patterns

Save time by creating reusable shift templates and recurring patterns that fill your calendar in seconds.

5 min read

What Are Shift Templates?

The basics of templates and why they save you time.

A shift template is a saved shift pattern that you can reuse over and over again. Instead of manually creating the same shift every day (for example, "Monday to Friday, 8am to 5pm at the warehouse"), you save it once as a template and apply it whenever you need it.

Think of templates like a rubber stamp for your calendar — one click and an entire week of shifts appears.

Without templates

You create each shift one at a time — 5 shifts for a Mon-Fri pattern means clicking 5 times

With templates

You apply one template and all 5 shifts are created in a single click

Best for

Regular patterns that repeat each week, such as standard working hours

Customisable

Each template has its own name, colour, times, and days

Note

You can have as many templates as you like. Most agencies create one for each common shift pattern, such as "Day Shift", "Night Shift", "Early Start", or "Weekend Cover".

Creating a Shift Template

Set up a reusable pattern step by step.

Go to Shifts and click "Templates"

Open the Shifts page from the sidebar, then click the Templates tab at the top of the page. This shows all your saved templates.

Click "New Template"

Click the + New Template button in the top-right corner to open the template form.

Give your template a name

Enter a descriptive name for the template so you can recognise it easily later. For example, Day Shift (Mon-Fri) or Weekend Night Shift.

Set the start and end times

Enter the Start Time and End Time that this template represents. For example, 08:00 to 17:00 for a standard day shift.

Select the days of the week

Tick the days that this template should cover. For a Monday to Friday pattern, tick Mon, Tue, Wed, Thu, and Fri. For weekends only, tick Sat and Sun.

Choose a colour

Pick a colour for this template. When shifts created from this template appear on the calendar, they will use this colour. This makes it easy to tell different shift types apart at a glance.

Click Save Template

Click Save Template to save it. The template will appear in your templates list, ready to be used.

New Shift Template
Day Shift (Mon-Fri)
08:00
17:00
M T W T F S S
Save Template
Tip

Choose colours that make sense for your team. For example, blue for day shifts, purple for night shifts, and green for weekend cover. Consistent colours help everyone read the calendar quickly.

Applying a Template to the Calendar

Fill a week with shifts in one click.

Go to the Shifts calendar

Navigate to the Shifts page and make sure you are on the calendar view (not the templates tab).

Click "Apply Template"

Click the Apply Template button at the top of the calendar. A dialog will open asking you to choose a template.

Choose your template

Select the template you want to apply from the dropdown list. You will see a preview of the days and times it covers.

Select the week

Choose the start date for the week you want to fill. The template will create shifts for each of the selected days within that week.

Assign workers

Choose the workers you want to assign. You can pick one worker or multiple. If you select several workers, each one gets their own set of shifts for that week.

Click Apply

Click Apply and the shifts will be created on the calendar. They will appear as draft shifts, ready for you to review and publish.

Apply Template
Day Shift (Mon-Fri) — 08:00 to 17:00
Monday 10 March 2025
Sarah Johnson James Peters
This will create 10 shifts (5 days × 2 workers)
Apply Cancel
Note

Applying a template does not overwrite existing shifts. If there are already shifts on those days, the new ones will be added alongside them. You can delete any duplicates from the calendar.

Recurring Patterns

Set up shifts that repeat automatically week after week.

For workers who follow the same schedule every week, you can set up a recurring pattern. This tells TempClock to automatically create shifts based on a template, repeating for as many weeks as you choose.

Open a template

Go to the Templates tab and click on the template you want to make recurring.

Enable "Recurring"

Toggle the Recurring switch to on. New options will appear letting you set how long the pattern should repeat.

Set the date range

Choose a Start Date and End Date for the recurring pattern. For example, "10 March 2025 to 30 June 2025" would generate shifts for roughly 16 weeks.

Save and generate

Click Save. TempClock will create all the shifts across the date range. They appear as drafts, so you can review them before publishing.

Good to know

Recurring patterns are great for long-term placements where a worker is on the same schedule for months at a time. You can always stop the pattern early by editing the end date.

Auto-Generating Shifts

Select a template and date range to bulk-create shifts.

The auto-generate feature is a quick way to fill your calendar with shifts across a specific date range. It works like applying a template, but for multiple weeks at once.

Click "Auto-Generate" on the Shifts page

On the shift calendar, click the Auto-Generate button. This opens the generation wizard.

Choose a template

Select which shift template to use. The wizard shows the template name, times, and days.

Pick a date range

Set the Start Date and End Date. TempClock will create shifts for every matching day within this range.

Assign workers

Select one or more workers to assign. Each selected worker will get a full set of shifts across the date range.

Review and confirm

The wizard shows a summary of how many shifts will be created. Click Generate to create them all at once.

Important

Auto-generated shifts are created as drafts. Make sure to review and publish them so your workers are notified. See the Publishing & Notifying guide for how to do this.

Managing Your Templates

Edit, duplicate, or delete templates you have already created.

All your saved templates are listed on the Templates tab under the Shifts page. From here you can:

Edit a template — click on it to change the name, times, days, or colour
Duplicate a template — click the duplicate icon to create a copy you can modify (handy for variations)
Delete a template — click delete to remove it (this does not affect shifts already created from the template)
Templates List
Day Shift (Mon-Fri) 08:00 – 17:00
Edit Duplicate Delete
Night Shift (Mon-Thu) 22:00 – 06:00
Edit Duplicate Delete
Weekend Cover 09:00 – 18:00
Edit Duplicate Delete
Note

Deleting a template only removes the template itself. Any shifts that were already created from that template will remain on the calendar and are not affected.

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