Manage Shortcut Templates

When you load schedules and edit the default grouping values for your operational template, you can save your changes as a template shortcut. In Centralized Schedules, you can load template shortcuts in the Template drop-down list of the loading dialog box.

Save Shortcut Templates

To save an edited operational template as a shortcut:

1. Go to Centralized Schedules and click the down arrow next to the Load button.
2. Select an operational template. The dialog box expands and shows the template’s groupings.
3. Update the default selections for the groupings and then click Save As.
4. In the Save to Shortcuts dialog box that opens, enter a name for the shortcut.
5. Click Save.

Delete Shortcut Templates

To delete a shortcut template:

1. Go to Centralized Schedules and click the down arrow next to the Load button.
2. Click the arrow in the Template field. In the drop-down list, Dayforce shows your shortcut templates and default operational templates.
3. Hover the cursor over the shortcut template that you want to delete and then click the X.
4. Click Delete.