Creating schedule templates (6:17)

How to create and edit schedule templates.

For more information, see Schedule Template Types

Step-by-step

Settings > Schedule Templates > Schedule Templates

1. Select Click here to create a new schedule template.
2. Select the template type. For this example, a Fixed schedule.
3. Give it a representative name. When naming schedule templates, remember that CommunityWFM sorts them first by type, then alpha/numerically.
4. You can leave Description blank but add one if someone who is unfamiliar with the template will need to use it.
5. Don’t do anything with Default interval options.
6. Save.
7. Click Next to set up the work times.

The work time screen always starts on Monday, but this won’t affect the schedule.

1. Select the start time.
2. Select the end time.
3. Select the break set in the break set assignment window.
4. If you have a break time that needs to be consistent: click the thumbtack next to the breakset assignment window and assign time(s) to the breaks.
5. Click the thumbtack next to the break or lunch you need to set.
6. Select the time from the drop-down then click Save.
7. Select the default work type.
8. Click Save and CommunityWFM will build that shift.
9. To copy the template to other days of the week: Select the days of the week and click Copy.

Creating a similar schedule template

Settings > Schedule templates > Schedule templates > Manage existing schedule templates

1. Find the template in the list. You can filter for template type or text if needed.
2. Select Copy.
3. Enter a New template name.
4. Click Save copy.
5. Select the template name to open and edit following the Steps-to-Success.
6. Review the schedule. If necessary, create a new break set to accommodate the new schedule template.