> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Shift Templates

> Define reusable shift templates — set shift type, start/end times, duration, position requirements, credential requirements, and staffing counts.

The Shift Templates page at `/hr/shift-templates` provides a library of reusable shift configuration templates used when creating shifts or running the schedule generator.

## Overview

The page displays shift templates as cards or a list, with search and filter controls (by `filterType`). Each template card shows the template name, shift type, start/end times, duration, minimum/maximum staff count, and required position. Templates can be created, edited, or archived. The `ShiftTemplateFormDialog` is used for both creation and editing. Archived templates remain in the system but are no longer offered during shift creation.

## Who it's for

Requires `HR_PERMISSIONS.SCHEDULING_VIEW` permission.

## Before you start

* Positions must be configured before templates can require a specific position.
* Credential types must be set up to add credential requirements to a template.

## Steps

**Create a template**

1. Navigate to **HR → Shift Templates** (`/hr/shift-templates`).
2. Click **New Shift Template** (or the "+" action).
3. Enter template name, shift type, start time, end time, and duration.
4. Set minimum and maximum staff counts.
5. Optionally select a required position and credential types.
6. Save.

**Edit a template**

1. Click the edit button on a template card.
2. Update fields in the dialog and save.

**Archive a template**

1. Click the archive button on a template card.
2. Confirm archival. The template is no longer available for new shifts.

## Key concepts

| Term                      | Meaning                                                                        |
| ------------------------- | ------------------------------------------------------------------------------ |
| Shift Type                | Classification of the shift (e.g., `regular`).                                 |
| Duration Hours            | Computed duration; can differ from `end - start` to account for unpaid breaks. |
| Required Position         | The organizational position required for staff assigned to this shift.         |
| Required Credential Types | Credential types employees must hold to be eligible for this shift.            |

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/hr.tsx
  * src/cores/hr/pages/ShiftTemplates.tsx
  * src/cores/hr/hooks/scheduling/useShiftTemplateList.ts
  * src/cores/hr/hooks/scheduling/useShiftTemplateMutation.ts
</Accordion>