Creating, editing and deleting a recurring schedule template

Recurring schedule templates can be defined by managers in the Papervee workspace. Once created, these templates become available to all users in the workspace, allowing them to quickly set their work schedules.

Creating a Recurring Schedule Template

To create a new recurring schedule template, follow these steps:

1. Navigate through the left-hand menu to the “Work Schedule” page.
2. In the “Recurrence Templates” section, click the “right arrow” button.
3. In the opened modal, click the “Add a New Template” button.
4. Name the template. Choose a descriptive name.
5. Select the days of the week when you want to apply the schedule.
6. Set the desired entry and exit times.
7. To finalize, click the “Create recurrence Template” button.

Applying a Recurring Schedule Template

To use a recurring schedule template, follow these steps:

1. Begin setting a work schedule by your preferred method.
2. Check the recurring schedule option.
3. Choose the desired template.
4. Select the start and end interval in which you want the schedule from the template to apply. Note that the system will always consider the days of the week defined in the template.
5. If you want the work schedule to apply also on public holidays, ensure you check that option.
6. To finalize applying the template and setting the work schedule, click the “Add Schedule to Calendar” button.

Editing a Recurring Schedule Template

Attention! Modifying a recurring template will not change the schedules already set using that template. The modification will only apply to future uses of the template.

To modify a template, follow these steps:

1. Navigate through the left-hand menu to the “Work Schedule” page.
2. In the “Recurrence Templates” section, click the “right arrow” button.
3. In the opened modal, click the edit button (pencil symbol) next to the template you wish to modify.
4. Modify any detail of the desired template.
5. To finalize, click the “Modify Template” button.

Deleting a Recurring Schedule Template

Attention! Deleting a recurring template will not delete the schedules already set through that template.

To delete a template, follow these steps:

1. Navigate through the left-hand menu to the “Work Schedule” page.
2. In the “Recurrence Templates” section, click the “right arrow” button.
3. In the opened modal, click the delete button (trash can symbol) next to the template you wish to delete.
4. To finalize, click the “Yes” button.