Understand the Layout Editor

---

At a glance

The Layout Editor is where your store configures the Shifts screen itself: which positions appear, how they are grouped into sections, what times of day and days of the week each layout is active for, and how Auto-Scheduler, Associated Checklists, HotSchedules job codes, and Rotating Buddies behave for each position. Configuration here flows to every running shift; changes take effect after you press Save All and then Update Layout (or Update All Layouts).

Before you start

This is a reference article. Read it once to build the mental model, then come back for specific concepts when a question or gotcha comes up. Related How-To articles link here for vocabulary and focus on specific workflows. Separate articles cover Customize a Layout Template (the primary task), Configure Data Interactions for a Position (Auto Schedule Priority, Associated Permission, HotSchedules Job Title, Associated Training Position), and Manage Layout Templates (active days, width, per-template feature toggles).

Core reference content

What the Layout Editor is

The Layout Editor is the configuration surface that produces the Shifts screen's layouts. Leaders running a shift see positions drawn in a particular arrangement, at particular times of day, with checklists and training data already wired in. That arrangement is built in the Layout Editor, template by template. The Shifts screen is the runtime; the Layout Editor is the config.

Terminology note: "Setup" is used three ways on this surface. The overarching configuration context is called a Setup. The modal that lists your templates is informally called the Setup panel, but its actual title in the UI reads "Layout Weekday Group Menu". this inconsistency is a known terminology issue. Individual templates inside a Setup are also sometimes referred to as setups. When reading support documentation or asking for help, "Setup" most often means the top-level FOH or BOH configuration context, not an individual template.

The 3-level hierarchy

The Layout Editor is organized in three levels:

1. Setup. The top-level configuration context. FOH and BOH each have their own separate Setup. they share the same Layout Editor URL, but switching the FOH/BOH toggle changes which Setup is active. Changes made in FOH mode affect FOH layouts only; changes in BOH mode affect BOH layouts only.
2. Templates. Within a Setup, you create one or more Templates. Each template is a configured layout (positions, sections, sizes, data interactions) that can be assigned to one or more time slots. Changing a template changes every time slot it is assigned to.
3. Default Layout Times (time slots). Within a Template, you assign one or more active time slots (for example, 11:00 AM or 2:00 PM). A time slot maps to a specific template; switching time slots on the Shifts screen switches which template is rendered.

This three-level hierarchy is the key to understanding how a change in the Layout Editor propagates to a running shift.

Who can access it

By default, Manager, Director, and Operator roles have access to the Layout Editor. Exact assignment is controlled by your store's Customization Rubric. Leaders below Manager tier (Shift Leader, Team Leader) typically cannot open it. If you need Layout Editor access and do not have it, see Request a Permission Change.

Templates, not layouts

The organizing unit in the Layout Editor is the template. A template is a configured layout (positions, sections, sizes, data interactions) that can be assigned to one or more active times across the week. Your 11:00 am shift and 2:00 pm shift can share the same template; Monday at 6:00 am and Friday at 5:00 pm can run different templates. Changing a template changes every active time that template is assigned to.

This one-to-many relationship between templates and active times is how the Layout Editor scales: a store with ten different weekly time slots might have four templates, each assigned to the time slots that share a layout.

Each template in the Existing Setups panel shows a duplicate icon (the copy-page icon) next to its name. Clicking this icon duplicates the template, creating an identical copy you can then modify independently. This is the recommended starting point when creating a new template that is similar to an existing one.

Sections and Positions

Layouts are built from two kinds of elements:

Sections are groupings of positions (for example, "Front Counter" containing Runner, Bagger, iPOS). Sections can be renamed. Their size is determined by how many positions they contain. To open the section panel, click the area header (the section title row). not the body of the section. Clicking the body selects positions within it.

Section panel controls (7): Insert Before, Move Up, Insert After, Add Position, Rotating Buddies, Move Down, Delete. Use Insert Before and Insert After to add a new section above or below the selected one. Use Add Position to add a new position inside the selected section. Use Rotating Buddies to configure rotating buddy behavior at the section level.

Positions are individual assignment slots on the layout (for example, "Runner 1", "iPOS 2"). Each position belongs to a section, each section belongs to a template, and each template maps to one or more active times.

Position panel field inventory

Clicking a position opens the position panel in the right column. The full field inventory is:

1. Title. Display name on the layout and Shifts screen (for example, "Runner 1").
2. ID. System identifier for the position. Read-only after creation.
3. Width. Card width on the layout grid.
4. Height. Card height on the layout grid.
5. Max Number. Ceiling on how many team members Auto-Scheduler will assign here.
6. Min Number. Floor on assignments. Setting this to 1 or more triggers a red triangle on the position card and red dots on the area-header row on the Shifts screen when the position is under-filled.
7. Invisible. When checked, the position renders as empty space; no team member can be assigned. Use for visual breathing room.
8. Delete. Removes the position from the template.
9. Shift Right. Moves the position one slot to the right within its row.
10. Associated Checklist. Which checklist gets auto-assigned to whoever is placed in this position. Only active checklists can be associated.
11. Associated Training Position. Links the position to a training position so Auto-Scheduler can place team members based on their ratings and so Rating Prompts surface rating opportunities for this position.
12. Associated Permissions. When Auto-Scheduler runs, a team member with the associated permission is auto-placed into this position (for example, a Shift Leader position linked to the Shift Leader permission).
13. Auto-schedule Priority. Controls the order Auto-Scheduler fills positions. 1 is highest priority; higher numbers fill later. Duplicate numbers form buckets (Auto-Scheduler tries to fill all positions in the same priority bucket together). Set to -1 to prevent Auto-Scheduler from placing into this position at all.
14. Hot Schedules Job Title(s). Maps one or more HotSchedules job codes to this position. Team members scheduled into any of those job codes are auto-placed here. Note: the field supports multiple job code entries.
15. Is a Rotating Container. Enables the Rotating Buddies feature for this position.
16. Skip Rotations. Excludes this position from rotation tracking.

Template panel field inventory

Clicking away from any section or position (or selecting a template from the dropdown) opens the template panel in the right column. The full field inventory is:

1. Template dropdown. Selects which template you are viewing or editing. Switch templates here without leaving the Layout Editor.
2. Active at times dropdown. Multi-select. Each entry shows the time slot and its day annotations (for example, "11:00 AM. Mon, Wed, Fri"). Assigning a time slot here links that slot to this template.
3. Name. The display name of the template.
4. Width. How many positions appear per row on the Shifts screen for this template.
5. Active Days of the Week. Which days of the week this template applies on.
6. Auto-schedule section. Toggle to enable or disable Auto-Scheduler for this template. When disabled, leaders do not see the Auto Schedule button when running layouts from this template.
7. Checklist Associations. Toggle to enable or disable auto-assignment of Associated Checklists for this template.

Data Interactions

Data Interactions are the bridges between a position and the rest of OneClick's feature surface. They are configured in the position panel (fields 11-14 above) and work together:

• Associated Training Position supplies the training rating signal that Auto-Scheduler reads when determining who to place in a position.
• Associated Permissions biases Auto-Scheduler toward team members with a specific permission (useful for leader slots).
• Auto-schedule Priority determines fill order across positions during an Auto-Scheduler run.
• Hot Schedules Job Title(s) maps one or more job codes so HotSchedules-scheduled team members auto-place into this position on import.

Stores that invest in configuring all four interactions together get the most useful Auto-Scheduler output with the least manual adjustment after each run.

Active Times and Days of the Week

Each template is assigned to one or more active times. The assignment has two dimensions:

1. Active Times. Which shift times the template applies to (6:00 am, 11:00 am, 2:00 pm, etc.).
2. Active Days of the Week. Which days of the week the template applies on. A template can run Monday through Friday but not on weekends, for example.

The combination is a grid: a template active at 11:00 am on Saturday is a distinct cell from the same template active at 11:00 am on Monday. A single template can cover many cells; the Shifts screen picks the applicable template based on the current day and time.

Manage Templates

The Manage Templates panel in the Layout Editor is where template-level settings live. Beyond active times and days, you can:

1. Rename the template.
2. Resize the template width (how many positions appear in a row on the Shifts screen).
3. Set Active Days of the Week for that template.
4. Disable Auto Schedule for the template (leaders will not see the Auto Schedule button when running this layout).
5. Disable Checklist Associations for the template (associated-checklist auto-assignment is turned off for this template).
6. See Existing Setups at a glance: which times and days each template is currently active on. The duplicate icon next to each template name in this panel lets you create a copy of that template.

Separate article Manage Layout Templates covers the workflow; this section is the concept.

Default Layout Times Strategy

OneClick generates default layouts for your store automatically based on one of two strategies:

1. Global List. One set of default layouts applies every day, regardless of day of the week or individual setup times. Simpler; one-size-fits-all.
2. Setup Times. OneClick reads each day's setup times individually and generates a layout per time per day. More flexible; accommodates stores that run different time slots on different days.

Example: setup times every day at 3:00, 4:00, and 5:00, except Monday which has 3:00, 4:00, and 6:00. Setup Times strategy produces layouts at 3:00, 4:00, and 5:00 on every day except Monday, and 3:00, 4:00, and 6:00 on Monday. Global List would produce the same three times every day.

Layout History

Every layout change is tracked in Layout History, accessible from the Shifts screen lineup (scroll to the bottom of the lineup on the right, look for the Layout History box, click View More for the full audit trail). Changes tracked include:

1. Adding or moving team members to positions.
2. Layout completion and assignment finalization.
3. Reset and Auto Schedule actions.
4. Copy and Paste Layout actions (previous and following layouts; paste from different time periods).
5. Create and Remove Layout Time actions.

Layout History is the audit trail for accountability, operational analysis, and post-shift review.

Save model: Save All, then Update Layout

Layout Editor changes use a two-step persistence model.

1. Save All. Saves your configuration to the template record. This is what prevents data loss when you leave the page; if you do not press Save All before navigating away, your in-progress changes are lost.
2. Update Layout or Update All Layouts. Pushes saved changes to the running layouts on the Shifts screen. Update Layout applies to the currently-viewed layout time; Update All Layouts applies to every layout using the edited template. Until you click one of these, running shifts keep showing the old layout.

The two-step model exists because updating layouts mid-shift can remove a position that has a team member already assigned to it, which would drop that team member from the day. OneClick gives you the Save-All commit separately from the Update-Layout push so you can stage template changes without disturbing current shifts.

Concurrent editing

Two people editing the Layout Editor at the same time can lose work. The Layout Editor is not designed for concurrent editing; the last writer wins, but both writers' saves can fail. Coordinate with other leaders before opening the Layout Editor if multiple people might be making changes.

Video

Video coming soon.

Common gotchas

I made changes and clicked Save All but the Shifts screen still shows the old layout.

Save All commits your changes to the template but does not push them to running shifts. Click Update Layout in the shift time dropdown to apply changes to the current layout, or Update All Layouts to apply across every layout using this template. Without Update, the Shifts screen keeps serving the prior version.

I got "Error: 1 structures failed to save" when trying to save.

This error fires when two or more positions share the exact same name within the same template. Rename one of the duplicates and save again. Include Invisible positions in your check; duplicates there count too and are easy to miss because they do not show up on the running Shifts screen.

My changes are not showing up on the Shifts screen even after Update Layout.

Try refreshing the browser. If the template is assigned to multiple active times and only some are showing the update, check whether you used Update Layout (current time only) or Update All Layouts (every time using this template). Some teams prefer Update All Layouts as the default to avoid partial-update confusion.

A position shows a red triangle on the card and red dots on the area header.

The position has a Min Number of 1 or more and is currently under-filled. Either assign a team member to fill it, or adjust the Min Number on the position if the minimum was wrong.

Auto Schedule is not placing anyone into a position I expected it to fill.

Check the position's Auto Schedule Priority. A value of -1 prevents Auto-Scheduler from placing into that position at all. A value of 0 or blank puts the position in the second-pass bucket (filled after prioritized positions). Assign a number 1 or higher to put it in the first-pass priority order.

I see a position on the layout that is just empty space.

That is an Invisible position. Its purpose is visual breathing room; no team member can be assigned to it. If you want to remove it entirely (so other positions flow together), change Invisible to not-checked and then delete the position.

My template width is too narrow and positions are wrapping oddly.

Open the template panel, adjust the Width field, Save All, then Update Layout. Width controls how many positions appear per row on the Shifts screen.

I disabled Auto Schedule for one template and now it is gone from every layout that uses this template.

Disabling Auto Schedule for a template disables it for every active time that template covers. If you want Auto Schedule enabled for some times and disabled for others, split into two templates (one with Auto Schedule, one without) and assign each to its own set of active times.

Two people were editing the layout and both of our changes disappeared.

Concurrent editing is not supported safely. When two leaders save at roughly the same time, one overwrites the other and both writers can see unexpected loss. Coordinate before opening the Layout Editor; pick one person to make the changes.

I cannot see the Manage Template option in the right column.

The template panel only appears when no sections or positions are selected. If a section or position is selected, its own settings take over the right column. To reach the template panel, deselect everything: click an empty area of the canvas to clear the selection.

I changed something in the FOH Layout Editor but my BOH layout is unchanged.

FOH and BOH have separate Setups. Switching the FOH/BOH toggle and entering the Layout Editor takes you to the other area's configuration. Changes made in FOH mode do not carry over to BOH and vice versa. If you need the same layout structure in both areas, configure each separately.

Related articles

1. Customize a Layout Template (How-To)
2. Configure Data Interactions for a Position (How-To)
3. Manage Layout Templates (How-To)
4. Associate a Checklist with a Position (How-To)
5. Review Layout History (How-To)
6. Troubleshoot Layout Editor Save Issues (Troubleshooting)
7. Understand the Shifts Screen (Reference). Layout Editor feeds the Shifts screen runtime.
8. Use Auto-Scheduler (How-To). Uses Data Interactions configured in the Layout Editor.
9. Set Up Rotating Buddies (How-To). Position-level Rotating Container setting is configured here.
10. Understand Job Codes (Reference). HotSchedules Job Title mapping in Data Interactions.
11. Assign a Checklist to a Position (How-To). Same workflow as Associated Checklist configuration here.
12. Request a Permission Change (How-To). Use this if you need Layout Editor access and do not have it.

Still stuck

If the Layout Editor is not saving, not updating the Shifts screen after Update Layout, or behaving unexpectedly after a template change, submit a support ticket and include:

1. Your store number.
2. The template name you were editing.
3. A screenshot of the Layout Editor showing the affected template.
4. Whether you pressed Save All, Update Layout, and Update All Layouts.
5. What you expected versus what happened.

Support typically responds within one business day.

---

Pre-publish checklist status

42 5c6a2f59-2ae1-4ed7-8c13-f1aaacedac8e complete All seven sections filled, adapted for Reference category.

43 49aa8953-1f38-4e85-b3ea-9f8570ac6175 complete No em dashes. UI paths use hyphens or prose.

44 f1ae0dc6-8838-479f-a2b9-028068d2c128 complete No hedge words.

45 910deb10-5cdb-4465-851b-9003c5230c86 complete Role references are permission-based.

46 b01fdf72-2b20-4683-a568-037ee076fa27 complete No real identifying data in body or metadata.

47 a6d1ccf5-b2fd-419e-adfb-ccbd4c806d28 complete Phase 2 Core slot 21.

48 41695a1f-d7ac-40fa-a2e0-4ef635085f79 complete v2 2026-05-05: 3-level hierarchy, FOH/BOH separate Setups, full position panel schema (16 fields), full template panel schema (7 fields), section controls (7), Setup terminology note, template dupe icon confirmed.

49 72a2f423-5805-4e91-9b2b-adab0ba9cc5f incomplete VERIFY: Layout Editor entry point from Shifts screen action bar (confirmed "Layout Editor" button. Q not open, low risk).

50 bb62da9d-47b4-46b6-8159-fe92b37f0b06 incomplete VERIFY: Operator default access across rubrics.

51 17ee6c8d-89dd-48f3-8177-4279e3878d45 incomplete VERIFY: Auto Schedule Priority "buckets" behavior. confirm duplicate numbers fill together.

52 b30aff4e-cbd8-46e6-a9d7-32249310eaa4 incomplete UI verified against Production (full pass).

53 e2239d32-f8a1-42ce-adab-796cb22e7928 incomplete Screenshots at decision points (Layout Editor entry; template panel; position panel showing all 16 fields; section panel showing 7 controls; Save All button; Update Layout / Update All Layouts options; Existing Setups with dupe icon).

54 f1d806a9-b3cd-4af4-a9c7-22a6d43c2c76 incomplete Related article links activated.

55 c2a45afa-f8ba-4e2b-87b9-cdc0f6d5cb74 incomplete Primary search term tested in HubSpot KB search.

56 0dea11a2-d71c-4951-b444-5fbddc7878e5 incomplete Reviewed by Jared.

57 4e249234-dfbc-4a17-8056-97ceb0dd5f91 incomplete Reviewed by Kevin.

Source

Source of content is the existing kb.oneclickapp.com Layout Editor article as uploaded to KBRW Turn 24 (April 24, 2026). v2 schema corrections sourced from the 2026-05-02 clickthrough log (store 99997), findings F-11, F-12, F-13, F-15, F-25, F-26, F-28, and NIC-37.