Customize a Layout Template.

Two entry points

You can open the Layout Editor from either of these places:

• Settings sidebar → Layout Editor. The full editor, with the Templates list on the left.
• Shifts page → action bar → “Edit Layout”. Opens directly to the template assigned to that shift.

Select a template to edit

The Templates list shows every template in your store. Click one to open it. The editor shows two selectors at the top:

• Template. which template you’re editing
• Active at times. which day-part the template is active for (Breakfast, Lunch, Dinner, All-day)

You can switch templates without leaving the editor. Heads up: the template-switch is silent. If you edit, then switch templates, your edits save to whichever template you started on. We recommend saving (or discarding) before switching.

Add or edit a Position

Click an empty slot on the Layout grid to add a Position. The Location panel opens on the right with these fields:

• Position Name. the visible label on the Shifts screen
• Min / Max headcount. how many Team Members this position needs
• Priority. the Auto Schedule placement priority (1 = first, 21 = last; 0 = always-on; -1 = skip)
• Training Position?. if yes, the position counts toward Passport stamp progress
• Training Categories. which of the 13 categories this position belongs to
• Hot Schedules Job Title(s). the source-of-truth Job Code mapping (multi-select)

Click Save in the Location panel to persist the changes. There’s also a Duplicate button if you want to clone the position to another slot.

Use Spacer to organize

A Spacer is a visual divider. it doesn’t carry headcount, training, or job-code mapping. Use Spacers to group positions visually (e.g., separate FOH from BOH, or separate Day-1 trainees from rated-in roles). Drag-and-drop them like any position; they don’t affect Auto Schedule or Min/Max.

Bulk Properties

Hold Cmd (Mac) or Ctrl (Windows) and click multiple positions, then press Bulk Properties in the action bar. You can edit Priority, Training Position, Min/Max, and Active-at-times for all selected positions in one shot. This is the fastest way to roll out a template-wide change.

Active-at-times

Each template has a default Active-at-times window (the day-part it covers). You can override on a per-position basis: e.g., a single position can be Active for Lunch only even if the rest of the template is All-day.

Override at the position level by editing Active at times in the Location panel.

Save and apply to shifts

The editor has a single Save button in the top-right action bar. There’s no separate “publish” step. saves are immediate. Existing shifts that haven’t loaded yet pick up the new version on next load. If you want today’s already-loaded shift to reflect the change, the Director needs to refresh the Shifts page on their device.

When to duplicate vs. edit in place

Duplicate the template if you’re experimenting or building a variant for a one-off day (a holiday, a Big-3 event). Edit in place if the change should apply to every shift using this template going forward. Most Operators end up with 2–4 templates per store; more than that becomes hard to keep straight.