In Centralized Schedules, you can apply templates from the Template panel. The panel contains template details such as template type, effective dates, and when you last used the template. If you click the arrow for a template in the Type column, a table expands that shows the template's job assignment and shift start and end times. Click the arrow in this table to expand segment details in the shift. You can also edit and delete templates from this panel.
Before You Begin: See Manage Templates.
To generate schedules from templates:
- Go to Centralized Schedules and load a template.
- Expand a location grouping in the hierarchy, then expand the Employee section.
- Click Generate > Template.
- (Optional) To edit a single template's name and description, click Edit.
- Select a template and click Apply, then Save.
If Dayforce can't apply the template to the schedule, a confirmation dialog box appears informing you that the template wasn't applied.