Create or Edit Shift Templates

Last updated: April 23, 2025

This guide walks you through the process of creating new shift templates or editing existing ones to automate shift creation.

A template allows for rolling creation of shifts without needing to configure each individual instance of a shift within Nash.

Navigate to Shift Templates

  1. Go to Settings

  2. Select Shifts

  3. Click on Template from the menu at the top

Access Template Creation

You have two options:

  • To create a new template: Click the New button in the top right-hand corner

  • To edit an existing template: Click Edit next to the template you wish to update

Configure Basic Template Information

Enter the essential details for your template:

  • Template name

  • External ID

  • Select the days of the week that you would like this template to apply

Define Template Duration

Set the active period for this template:

  • Start Time - When you would like this template to begin processing

  • End Time (optional) - When you would like this template to stop processing

Set Creation Cadence

Configure how often the template should be applied:

  • Define the cadence for how often to apply the template

  • Set how far into the future to generate shifts

    • For example: "Each day configure a rolling 2 weeks of vehicle shift templates ahead"

Configure Conflict Handling

Define how conflicts should be handled when the template runs:

  • Override - Replace existing shifts on that day with information from this template.

  • Skip - If this option is disabled and the template attempts to create a shift on a day that already has existing delivery shifts defined, it will skip generating shifts for that particular day.

Set Shift Details

Apply the specific details for the shifts this template will create:

  • Shift start and end times

  • Status to be created with

  • Store that the shift applies to

  • Relevant zones that you would like this particular shift to be eligible for

  • Any metadata associated with the shift

Save the Template

Once you are satisfied with all settings, click Save to finalize the template.

Shifts will begin to be generated according to the cadence specified in the template.