Create Shift Templates

Use shift templates to help manage your team’s schedule. Store the details of commonly used shifts such as the duration, start time, and job profile.

Required Editions

Available in: Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To view, create, and update shift templates

View, create, and edit on Shift Templates,

AND

View on Job Profiles, Service Territories

  1. From the App Launcher, click Shift Templates.
  2. Click New.
  3. Enter a name and description for the template.
  4. Enter the start time and duration.
  5. Optionally, select a job profile.
  6. Save the template.
    New shift template screen