​

Create shift templates and schedules

​

What does this do for me?

Shift templates let you reuse common shift patterns so you do not recreate every shift from scratch. Draft shifts become published schedules that team members see.

​

1. Open the Schedule page

Select Schedule in the sidebar navigation. The page shows two tabs: Schedule and Time clock.

​

2. Create a reusable shift template

Select Show templates under Reusable shift templates. Fill in:

• Name — A label for the template.
• Role — Defaults to associate.
• Location — Select an active location.
• Start time and End time — Repeating times of day.
• Break minutes — Default 0.
• Target headcount — How many people this shift covers (1-100).

Select Save template. To delete a template, select Delete template in the table and confirm.

​

3. Create a draft shift

Under Create shift, fill in the member, role, location, start and end times, break minutes, and labor budget in cents. Select Create draft shift. You can also create an Open shift by leaving the member field empty.

​

4. Publish shifts

When draft shifts are ready, select Publish all draft shifts (N). Published shifts trigger email and SMS notifications to the assigned team members if their contact info is saved. The Seven-day role coverage and labor budget table shows planned hours and budget by role.

​

5. Use AI schedule suggestions

Under AI schedule suggestions, enter a week start date and goals (default: “Cover peak hours, avoid overtime, and keep associates at default locations when possible”). Optionally check Add AI suggestions as draft shifts. Select Generate suggestions to see AI-generated candidates with deterministic rule validation.

​

Next steps

After publishing shifts, team members can use the time clock on POS or in the admin. Pcnaid Documentation › Shopify Ecosystem › TeamCopilot › Merchant › Guides › Create shift templates and schedules