Weekly Patterns

Most teams have regular schedules - the same days and hours each week. Weekly patterns let you define these once and apply them automatically.

Creating a Pattern

1. Go to Team → Roster → Templates
2. Click New Pattern
3. Select the team member
4. Configure each day:

Day	Working?	Capacity
Monday	Yes	6 hrs
Tuesday	Yes	6 hrs
Wednesday	Yes	6 hrs
Thursday	Yes	6 hrs
Friday	Yes	6 hrs
Saturday	No	-
Sunday	No	-

5. Name the pattern (e.g., "Standard Full-Time")
6. Save

Common Patterns

Standard Full-Time (Mon-Fri)

• Monday to Friday
• 6 hours capacity each day
• 30 hours total weekly capacity

Compressed Week (Mon-Thu)

• Monday to Thursday
• 7.5 hours capacity each day
• 30 hours total weekly capacity

Part-Time (3 Days)

• Monday, Wednesday, Friday
• 6 hours capacity each day
• 18 hours total weekly capacity

Variable Hours

Some roles need different hours on different days:

Day	Capacity	Reason
Monday	8 hrs	Longer day
Tuesday	6 hrs	Standard
Wednesday	4 hrs	Half day
Thursday	6 hrs	Standard
Friday	6 hrs	Standard

Applying Patterns

Generate Roster Entries

1. Select the pattern
2. Choose the date range (1 week to 3 months)
3. Click Apply
4. YardPilot generates roster entries for each working day

Skip Existing Entries

When applying a pattern, existing roster entries are preserved. The pattern only fills in dates without entries.

Seasonal Changes

Create multiple patterns for different seasons. Apply "Summer Hours" for busy periods and "Winter Hours" for quieter times.

Team Patterns

For teams that work together:

1. Create a pattern for one team member
2. Duplicate it for other team members
3. Adjust individual variations

This ensures the team is rostered together, making visit scheduling simpler.

Managing Patterns

Edit a Pattern

Changes to a pattern don't affect existing roster entries - only future applications.

1. Open the pattern
2. Make changes
3. Save
4. Re-apply to update future dates (optional)

Delete a Pattern

Deleting a pattern doesn't remove roster entries already created from it.

Multiple Patterns Per User

A team member can have multiple patterns for different situations:

• Standard Week - Normal schedule
• School Holidays - Different hours when kids are home
• Peak Season - Extended hours during busy periods

Only one pattern can be active at a time, but you can switch as needed.

Best Practices

1. Start simple - Begin with one pattern per team member
2. Review quarterly - Update patterns as schedules change
3. Name clearly - "Alice Standard" or "Summer Full-Time"
4. Document variations - Note why patterns differ from standard

Next Steps

• Capacity Planning - Use roster data for scheduling
• Weather Adjustments - Handle schedule changes