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Save Rota as Template

This guide will show you how to save a rota as a template in Workmax. Saving a rota as a template allows you to reuse the rota for future schedules without having to recreate it from scratch. You can save a rota as a template with all the shifts, employees, and settings included.

How to Save Rota as Template​

Manager or Admin Profile​

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Rotas & shifts" section.
  3. Select the Rota you want to save as a template.
  4. Click on the "Actions" button.
  5. Click on the "Save as Template" option.
  6. Enter a name for the template.
  7. Click on the "Save" button.

Workmax will now save the rota as a template, and you can reuse it for future schedules. You can view the saved template in the templates list. If you have any questions or need help, please contact Workmax Support.