# Creating a Shift Template ### Overview {% embed url="" %} Some activities will need to be triggered at the start and end of your staff shift patterns. To accommodate this, TilliT has the ability to create shift templates, which will define when the start and end of shift events are triggered. Creating Shift Patterns in TilliT is a two-step process: Shift Template, then Shift Calendar. First, we create a Shift Template. ### Creating a Shift Template To create a Shift Template, go to ***Settings > Asset Hierarchy > Shift Templates***: ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/62a957d706aa975578462503/file-TkX9x6F2oE.png) Click ***Actions > Create***. You will be presented with a pop-up:
Fill in the information as below: | Field | Descriptioj | | ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Name | Name of the Shift, e.g "Morning Shift" | | Description | Description of the Shift | | Workers | Number of workers needed for the shift | | Filter By |

This is used for overnight shifts where you can choose whether shift reporting will be by the start date or the end date.
This means that the asset reporting and shift reporting might look like they have discrepancies for overnight shifts for the same date selected.

| Click ***Save and open***. ## Creating Shift Template Items Now we need to create a **Shift Template Item**. Click ***Actions > Create***: ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/62a959631e5b41737b38dfd5/file-lMrnjDXSDG.png) You will be presented with a pop-up ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/62a959fecb3c130081c1436e/file-rDwLMeILbO.png) Set the ***Period*** you wish to add to the morning shift. The ***Planned breaks*** field is optional (details below). Click ***Save and close***. If you know that there will be break, but it isn't at a set time, you can add this in the ***Planned breaks*** field. ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/62a95ae91f353616cdf01fc2/file-ggjNpbX52x.png) If you know when the break(s) will be, it is better to create two or more ***Shift Template Items*** that define the working period around those breaks: ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/62a95c3206aa97557846251d/file-qhB5kfGYi2.png) Note that the ***Planned breaks*** field is left empty in this case, as we have defined the break as between 11:00 and 12:00. Whether using multiple ***Shift Template Items*** or the ***Planned breaks*** field, break time is considered when tracking OEE in TilliT. Once you've set the Shift Templates, you can now apply them to Calendars. ### Creating a Shift Calendar To create a Shift Template, go to ***Settings > Asset Hierarchy > Calendars***. ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/62a980421e5b41737b38e044/file-SvDgeWRb1Y.png) Click ***Actions > Create***. You will be presented with a pop-up: ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/62a981c7cb3c130081c143db/file-j3fZCHfxun.png) Give your calendar a Name, then click ***Save and open***. Next, you need to create a Calendar Item. Click ***Actions > Create***: ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/62a98284f6341f7edc2a518e/file-vZlYe9Y6yr.png) You will be presented with a pop-up: ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/62a9866e1e5b41737b38e058/file-cGbhgtbthd.png) First, you need to select the ***Shift Template*** you created earlier from the drop-down list. Next, you need to select your ***Valid From*** and ***Valid To*** dates. This sets the period in which the Calendar operates, allowing you to have shift patterns that only operate during specifically-defined dates (e.g. Winter vs Summer shift patterns). If you don't wish for the shift pattern to expire, set a far-off date in the Valid To field. Finally, select the days in which the shift pattern pertains to. Click ***Save and close***. #### ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/62a987ef1e5b41737b38e05f/file-HjDTf7qpKe.png) ### Add Calendar to Asset To make use of you shift patterns, you need to assign your calendar to the desired asset. Go to ***Settings > Asset Hierarchy > Assets***: ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/628dcdb18c9b58508348cce2/file-m72ON81NcL.png) Click on the ***Name*** of the asset you wish to add a Calendar to, then click on the ***Calendar*** drop-down: ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/62a9895ecb3c130081c143ed/file-FvkJc9cusH.png) Click on the ***Calendar*** you made earlier, then click ***Save***. You can now use Shift Started and Shift Ended triggers for activities in the [When](https://help.tillit.cloud/article/158-setting-up-the-activity-template-when) clause. Confirm that the above setup has worked by seeing your shift events occuring at the specified time on the event timeline and a shift instance has been created ![](https://s3.amazonaws.com/helpscout.net/docs/assets/60208fd212248b2c96d50eeb/images/62b023cc1e5b41737b38fa85/file-0R4WtNw9hz.png) ## Adding the number of workers For existing Shift Templates, add this number in their Basic Information panel