loading..
< View all articles in Users and Permissions.

Workday Templates

Work day templates let you define the schedule and working hours of your organization so you can automatically check-in your users*. It lets you set the timezone you work in, working days and office hours.

Once created, you can assign the templates to teams. So if you have multiple teams working different shifts in different regions, all you have to do is create the appropriate work day templates and apply them to your teams.

Note: This feature is only available to administrator users.

*See Auto Check-In/Check-Out Guide.

 

Create a Workday Template

  1. Navigate to My Account>Settings>Users and Permissions>Work Day Templates and click Create.
  2. Set your work day template configurations –
    1. Enter a Name for the template.
    2. Choose a Time Zone.
    3. Select the Working Days.
    4. Set the Working Hours.
    5. Click the Day Wise checkbox if you want to set different office hours for each day of the work week.
  3. Click Save.
  4. Once created, you can Edit or Delete your template by clicking the SettingsSettings iconicon.

Note: You’ll see a default template on the Manage Work Day Templates page. This template is pre-created by the system. You can choose to edit it or create new templates from scratch.

work day templates

 

Assign a Work Day Template to a Team

There are 2 ways you can assign work day templates to teams –

From the Manage Work Day Templates page.

  1. Hover the mouse over the Actions menu and click Assign Team.
  2. Under the Actions column, click the Edit pencil iconicon alongside the team you want to apply a template to.
  3. Select the template you want to apply from the drop-down and then click the Save  icon. If the team you’re applying a template to has a parent team, you can select the Inherit from Team option and inherit the template assigned to the parent team.

work day template assign

Assign a template

From the Manage Teams page.

  1. Hover the mouse over the Actions menu and click Apply Work Day Template.
  2. Under the Actions column, click the Edit pencil iconicon alongside the team you want to apply a template to.
  3. Select the template you want to apply from the drop-down and then click the Save  icon. If the team you’re applying a template to a parent team, you can select the Inherit from Team option and inherit the template assigned to the parent team.

apply template

Assign a template

 

Assign a Work Day Template to a User

To assign a work day template to a user –

  1. Navigate to My Account>Settings>Users and Permissions>Users.
  2. Hover your cursor over the SettingsSettings iconicon and click Edit alongside the user you want to apply the template to.
  3. In the Edit User popup, navigate to the Work Details tab, then click the Edit link.
  4. In the Work Day Template dropdown, select the template you want to apply to the user.
  5. Click Save.

Assign to temas/users