Add Operational Templates

In Schedule Setup > Operational Templates, in the Details tab, you can configure the groupings for your operational templates. You can also define the maximum number of locations that Dayforce can load when using the operational templates in Centralized Schedules.

The grouping type can be project, labor metric, department, or docket. If you select Project or Labor Metric, you must select an option in the Entity drop-down list to specify the project or labor metric type that you want to group your schedules by. When you load Centralized Schedules using the grouping, you can choose from the project or labor metric codes associated with the type that you selected. You can also select colors for groupings to make them easier to see.

In the Permissions tab, you configure role access for your operational templates. Specify roles or users so that they can use the specific operational template when they load schedules.

Configure Operational Template Details

To add an operational template:

1. Go to Schedule Setup > Operational Templates and click Add.
2. In the Properties section of the Details tab:
   1. Enter a template name.
   2. In the Load By drop-down list, select whether the template loads by location or project.
   3. (Optional) In the Maximum Load field, enter the maximum number of locations or projects that you can load when using the template.
3. In the Groupings section, click Add.
4. In the Type drop-down list, select the grouping type.
5. (Optional) If the grouping type requires an additional value, select a value in the Entity drop-down list.
6. (Optional) In the Highlight Color drop-down list, select the color for the grouping’s data.
7. In the Schedule Period section, configure the length of the period, in weeks. See Centralized Schedules Weekly View .
8. Click Save.

Configure Operational Template Permissions

To configure role and user access to your operational templates:

1. Go to Schedule Setup > Operational Templates.
2. Select a template and then click the Permissions tab.
3. To configure permissions:
   • In the Roles section, click Add and select roles.
   • In the Users section, click Add and select users.
4. (Optional) To remove permissions, select the role or user and then click Delete.
5. Click Save.