Configure Operational Templates

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 could 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.

Role feature access: Schedule Setup > Schedule Setup > Operational Templates

You configure operational templates In Schedule Setup > Operational Templates. In the Details tab, you can customize each template’s groupings so that you can load schedules based on specific work or employee details.

You can configure the following grouping types:

• Jobs
• Projects
• Labor metrics
• Departments
• Dockets
• Shift times
• Activities
• Zones

If you select Project, Labor Metric, or Shift Times, you must select an option in the Entity drop-down list to specify the project or labor metric type, or shift time group 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, or shift time group 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, user, and location access for your operational templates. Specify the roles, users, and locations that can use the 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, click Location.
   3. (Optional) In the Maximum Load field, enter the maximum number of locations 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 one in the Entity drop-down list.
6. (Optional) In the Highlight Color drop-down list, select the color for the grouping’s data.
7. Select the Bold Group Name checkbox and Dayforce bolds the group name in Centralized Schedules.
8. In the Schedule Period section, configure the length of the period, in weeks. See Centralized Schedules Weekly View .
9. 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, Dayforce shows either the Add roles or Edit roles button, depending on your role permission configuration. Click the button and in the Roles panel, select the checkbox next to each role that should have access to the operational template. Click Apply.
   • In the Users section, Dayforce shows either the Add users or Edit users button, depending on your user permission configuration. Click the button and in the Users panel, select the checkbox next to each user who should have access to the operational template. Click Apply.
   • In the Locations section, Dayforce shows either the Add locations or Edit locations button, depending on your location permission configuration. Click the button and in the Locations panel, select the checkbox next to each location that should have access to the operational template. Click Apply.
4. Click Save.