# Employee Shift Week Template

<p class="doc-lead">An Employee Shift Week Template defines a repeating weekly shift schedule for a group of employees. Assign a shift to each day of the week, then use it to generate monthly shift maps in bulk.</p>

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<p class="doc-toc-title">On this page</p>
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<span class="doc-toc-group-title">Getting started</span>
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<a href="#/hr/employee-shift-week-template?id=overview">Overview &amp; List View</a>
<a href="#/hr/employee-shift-week-template?id=quick-start">Quick Start</a>
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<span class="doc-toc-group-title">Form reference</span>
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<a href="#/hr/employee-shift-week-template?id=header-fields">Header Fields</a>
<a href="#/hr/employee-shift-week-template?id=employee-lines">Employee Lines</a>
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<span class="doc-toc-group-title">More</span>
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<a href="#/hr/employee-shift-week-template?id=actions">Actions</a>
<a href="#/hr/employee-shift-week-template?id=best-practices">Best Practices</a>
<a href="#/hr/employee-shift-week-template?id=faq">FAQ</a>
<a href="#/hr/employee-shift-week-template?id=related">Related</a>
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<h2 id="overview">Overview &amp; List View</h2>

The Employee Shift Week Template list shows all defined weekly shift patterns.

<img src="hr/images/new-template.webp" alt="Employee Shift Week Template list" loading="lazy">

<b>List columns</b>

| **Column** | **Description** |
|------------|-----------------|
| Id | Record ID. |
| Name | Template name (e.g. Sales Team Week 1, Night Schedule). |
| Description | Purpose or usage notes. |

<b>List row actions</b>

| **Action** | **Available when** |
|------------|-------------------|
| Edit | All |
| Delete | All |
| View | All |

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<h2 id="quick-start">Quick Start — Create a Week Template</h2>

<h3>1. Navigate</h3>
Go to <b>HRMS → Shift Schedule → Employee Shift Week Template</b>.

<h3>2. Create new template</h3>
Click <b>New</b>.

<img src="hr/images/week-template.webp" alt="New Employee Shift Week Template" loading="lazy">

<h3>3. Fill in details</h3>
<ul>
<li>Enter <b>Name</b> and <b>Description</b>.</li>
<li>In the <b>Employees</b> table, add each employee and select a shift for Monday through Sunday.</li>
</ul>

<h3>4. Save</h3>
Click <b>Save</b>.

<h3>5. Generate shift map</h3>
Go to <a href="#/hr/employee-shift-map">Employee Shift Map</a> → Shift Mappings report → <b>Add Shift</b>, select this template and a date range, then save to generate monthly assignments.

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<h2 id="header-fields">Header Fields Reference</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Name * | Template name. |
| Description | Purpose or usage notes. |

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<h2 id="employee-lines">Employee Lines</h2>

| **Column** | **Description** |
|------------|-----------------|
| Sl Num | Line serial number. |
| Employee * | Employee included in this template. |
| Monday | Shift assigned for Monday. |
| Tuesday | Shift assigned for Tuesday. |
| Wednesday | Shift assigned for Wednesday. |
| Thursday | Shift assigned for Thursday. |
| Friday | Shift assigned for Friday. |
| Saturday | Shift assigned for Saturday. |
| Sunday | Shift assigned for Sunday. |

Each day column is a shift lookup — select from defined <a href="#/hr/shift-setup">Shifts</a>. Leave blank for days off.

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<h2 id="actions">Actions</h2>

<h3>View toolbar actions</h3>

| **Action** | **Description** |
|------------|-----------------|
| Edit | Opens template for editing. |
| Delete | Permanently removes the template. |
| Clone | Creates a copy. |
| Print | Prints the template. |

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<h2 id="best-practices">Best Practices</h2>

<ul>
<li>Create separate templates for different teams or shift patterns (e.g. "Day Shift Team", "Rotating Night Team").</li>
<li>Define all required <a href="#/hr/shift-setup">Shifts</a> before building templates.</li>
<li>After creating or updating a template, regenerate the shift map for the affected period.</li>
<li>Use Clone to create variations of an existing template quickly.</li>
</ul>

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<h2 id="faq">FAQ</h2>

<b>Can one template cover multiple employees with different shifts?</b><br>
Yes. Each row in the Employees table is one employee with their own shift per day.

<b>What happens to existing shift maps when I update a template?</b><br>
Existing shift map records are not changed automatically. Regenerate the shift map for the period to apply updated template assignments.

<b>How many days does a week template cover?</b><br>
Seven rows — one shift (or blank) per weekday. The generate action repeats that pattern across the selected date range.

<b>Can two teams share one template?</b><br>
Yes if their weekly pattern is identical — otherwise clone the template and adjust employee rows per team.

<b>Must shifts exist before building a template?</b><br>
Yes. Create all <a href="#/hr/shift-setup">Shift</a> blocks first, then pick them on each day row in the template.

<b>When should I regenerate after editing a template?</b><br>
After any change that should apply to future dates — run generate on Employee Shift Map for the affected employees and date range.

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<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/hr/shift-setup">Shift</a> — define shift blocks.</li>
<li><a href="#/hr/employee-shift-map">Employee Shift Map</a> — generate and view date-level assignments.</li>
<li><a href="#/hr/shift-schedule">Shift Schedule</a> — overview of shift scheduling.</li>
</ul>