Using rota templates to save time each week

If your team follows a similar shift pattern each week, rota templates save hours of repetitive scheduling. Build once, reuse forever.

Creating a template

1. Build a rota for a typical week using the drag-and-drop builder.
2. Click Save as Template in the rota toolbar.
3. Give the template a clear name (e.g. "Standard Week — Domiciliary Care").

Applying a template

1. Go to Rotas and select the target week.
2. Click Apply Template and choose your saved template.
3. Review the pre-filled shifts, adjust for holidays or sickness, then publish.

Best practices

• Create separate templates for weekdays vs weekends if patterns differ.
• Update templates seasonally when staffing levels change.
• Combine templates with automatic shift notifications so staff always know their schedule.

Templates work across care homes, cafes, takeaways, and office teams — any business with recurring shift patterns.