Use roster templates

Guide

Save a rostered week as a template or build one from scratch on the Templates page, then load it into any week as draft shifts ready to publish.

Save a typical week as a template, then load it into any week instead of building the roster again.

Save a rostered week as a template

  1. On the Roster page, go to a week rostered the way you want.
  2. Click Copy in the toolbar, then click Save as template.
Note: The template options only show in the weekly view. If they're missing, click View and choose Weekly.
Roster toolbar with the Copy menu open, showing Load from template, Save as template and Manage templates above Copy shift to next week
  1. Check the Template Name, which starts as the department name plus "template". If more than one department is showing, choose the Department.
  2. Click Save template. Every shift and open shift in that department for the week is saved. If the week is empty, no template is saved.
New Template dialog opened from the roster, with Department and Template Name filled in and the Save template button

Build a template from scratch

  1. On the Roster page, click Copy, then click Manage templates.
  2. On the Templates page, click New template.
  3. Enter a Template Name, choose the Location and Department, then click Create template.
Templates page with the Template name, Location and Created date columns, and the New Template dialog open over it
  1. Click the template to open it. It shows a row for each role and a column for each day.
  2. Point at a day in a role's row and click the plus.
  3. In New Shift, choose Open shift or Specific member, then pick the member.
  4. Set the times, Rest break (paid) and Meal break (unpaid). Under Apply to, pick any other days needing the same shift, then click Save.
Template editor with shifts in role rows and the New Shift popover open, showing the Open shift or Specific member list, the break fields and Apply to

To change or remove a shift, click it. To rename the template, click its name at the top.

To delete a template, click the bin icon on its row, then click Delete.

Load a template into a week

  1. On the Roster page, go to the week you want to fill.
  2. Click Copy, then click Load from template.
  3. Choose the template under Template and click Load template. The shifts go into the department it was made for.
Load from template dialog with the Template list and the Load template button
  1. Timble says "Template loaded successfully!". Check the week, then publish when you're ready.
Note: Loaded shifts are drafts, so members don't see them until you publish. Timble doesn't check for clashes or approved leave, so look for double-ups first. Shifts for a role the department no longer has are left out.

Give out unassigned shifts

An Unassigned shifts row appears at the top of the roster when a template shift can't go to its member: they have left the department, been deactivated, or no longer hold that role. Only loading a template puts a shift there.

  1. Drag a shift onto the member you want to work it, and it becomes their draft shift. It won't drop on a member without that role.
  2. To offer it to the team, drag it to the Open shifts row.
  3. To change its times, breaks or role first, click it, then Save. To get rid of it, click it and click Delete.
The Unassigned shifts row at the top of the roster with two shifts in it, one being dragged onto a member's row below
Note: Nobody is rostered on while a shift sits in this row, and members never see it. The row goes once it's empty.