About Shared Assignment Templates

Assignment templates can be unique containers representing each position and shift pattern for your organization, or you can create one assignment template containing the same information and reuse it, meaning the same template is shared amongst people.

For example, suppose you have two supervisors covering the Day shift, in Area 1. You can create one template, and assign it to both supervisors, or you can create two templates, one for each supervisor.

The benefit of creating unique templates for each position assignment is that the application can return vacant position assignment templates via the assigned status > unassigned Filter, which is only available in the assignment template area. This could be a very useful and efficient tool if your organization has many position assignments and you lose track or want a quick way of knowing who’s assigned where, and or which position assignments are vacant for other people to fill. If you decide to share assignment templates you lose this filter feature for any shared assignment because the position is shared amongst people and technically occupied not unassigned.

Moreover, an assignment template that does not overlap between resources is not shared, if there is an overlap between assignment templates then this is a shared assignment template during the overlapping period.