Starter · Part of Workforce Management
Schedule template creation, roster period generation, publish
Build the recurring shift pattern once, generate roster periods from it, publish to agents. New hires drop into existing templates automatically; you don't rebuild the schedule every Monday.
For the operator
A template captures the shift pattern — start and end times, break placements, activity blocks, LOB tagging — and you generate roster periods from it on whatever cadence fits the LOB (weekly, bi-weekly, monthly). New hires drop into existing templates automatically based on their site and LOB; you stop rebuilding the same grid every Monday. Template edits version forward so you can correct the pattern without losing audit trail of what was published when.
Business impact
Templated roster generation is the silent productivity multiplier on the planning team — what was a five-hour Monday-morning lift compresses to a fifteen-minute review. The reclaimed planner hours redeploy to demand sensing and what-if analysis for new client wins, the kind of work that moves the deal pipeline. Versioning also preserves the trail an auditor or client expects when they ask why a particular agent was on a particular shift on a particular date.