> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/shifts/shift-template-library.md). # Shift Template Library **Page type:** Overview\ **Status:** Draft\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-07-08\ **Audience:** Super Admin, Admin, Supervisor ## Purpose Of The Shift Template Library A Shift Template is a reusable, dateless pattern — a title, a location, and one or more weekday time blocks — that you can use to quickly create real shifts on the schedule instead of building each one from scratch. Use the Shift Template Library to build, organize, and maintain those patterns. ## What This Section Covers This material covers how to view, create, edit, export, import, and delete Shift Templates, and how to add or remove the individual time blocks within a template. ## Before You Start Before reviewing this section, confirm the following: * You must be able to sign into Compassly. * You are able to navigate to ***Shifts*** > ***Shift Template Library*** via the navigation menu on the left side of any page in Compassly. * You must have permission "View and manage shift templates". * You only see templates for locations you're assigned to. ## How To Get There 1. Sign in to Compassly. 2. In the left navigation menu, select ***Shifts***. 3. In the left navigation menu, select ***Shift Template Library*** from the dropdown menu under ***Shifts***. ## What You Can Do Here Depending on your role, you may be able to: * View the list of existing Shift Templates * Add a new Shift Template * Import Shift Templates from a file, or download an example file to see the expected format * Edit a Shift Template's title, location, or time blocks * Export a Shift Template to a file * Delete a Shift Template ## Role Differences * ***Super Admin / Admin / Supervisor:*** Full access to view, create, edit, export, import, and delete Shift Templates. * ***Clinician / Basic:*** Does not have access to the Shift Template Library at all — the section doesn't appear in their navigation. > ### Deleting a Shift Template requires your account password to confirm. ## Guides In This Section ### VIEW AND REVIEW * [View the Shift Template Library](/compassly-docs/core-modules/shifts/shift-template-library/view-shift-template-library.md) ### CREATE * [Add a New Shift Template](/compassly-docs/core-modules/shifts/shift-template-library/add-new-shift-template.md) * [Import Shift Templates](/compassly-docs/core-modules/shifts/shift-template-library/import-shift-templates.md) ### MANAGE EXISTING RECORDS * [Edit a Shift Template](/compassly-docs/core-modules/shifts/shift-template-library/edit-shift-template.md) * [Export a Shift Template](/compassly-docs/core-modules/shifts/shift-template-library/export-shift-template.md) * [Delete a Shift Template](/compassly-docs/core-modules/shifts/shift-template-library/delete-shift-template.md) ### UNDERSTAND * [Understand Shift Templates](/compassly-docs/core-modules/shifts/shift-template-library/understand-shift-templates.md) ## Notes For This Section * A Shift Template has no connection to a Service, and never enters overlap validation — only real, dated shifts do. See [Understand Shift Overlap Validation](/compassly-docs/core-modules/shifts/shift-management/understand-shift-overlap-validation.md). * Editing a template after it's been used doesn't change shifts that were already created from it. ## What Happens Next Choose the guide that matches the task you need to complete. If you are new to this section, start with "View the Shift Template Library." There should be a directional button titled "Next" directing you to it below. ## Related Guides * [Shifts](/compassly-docs/core-modules/shifts.md) * [Shift Management](/compassly-docs/core-modules/shifts/shift-management.md) * [Apply a Shift Template to the Schedule](/compassly-docs/core-modules/shifts/shift-management/apply-shift-template.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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