Operational templates control how Dayforce loads and then groups shifts in Centralized Schedules. Each grouping works like a filter so that you can quickly load, view, and schedule employees. For example, you can create an operational template that loads employees based on location and then groups shifts by department, then job. When you load that operational template, you can select the relevant locations to load and then the departments and jobs from those locations to group by.
You configure operational templates In Schedule Setup > Operational Templates. You can customize each template’s groupings so that you can load schedules based on specific work or employee details. For example, you can configure an operational template with groupings for location, department, and project assignment so that you can narrow down employees by specific locations, departments, and projects. You can also configure operational templates based on shift time.
Dayforce lists your operational templates under two categories:
- System Defined: Default, predefined operational templates that exist in Dayforce. You can’t edit them, but you can customize the roles that can access them.
- Custom: Customized, editable operational templates that your organization configured.
You can create and save operational templates with specific load and group values (see Manage Templates).