On the Schedule tab you have three visualization modes.

  • Employee
  • Position
  • Forecast

You can use the Position Mode to view the position coverage of your schedule or toggle the employee mode to view the schedule in Day or Week timeline. This will allow you to quickly glance over and see when, where and which employees are scheduled for the selected time-frame. 

Employee View: 

The 'Employee' view can be seen in the 'Week' or 'Day' mode. This view lists your staff to the left with their corresponding shifts on the calendar and allows you to schedule individual staff members. The 'Staff' list can further be filtered down to only view specific employee's schedule. Filtering the employees list is easy by simply typing the employee name in the filter bar on top of the list.

Employee Week Mode:

Employee Day Mode:

Position View: 


This view lists your 'Positions' to the left with their corresponding shifts on the calendar and will display which staff members have been assigned to that 'Position'. You can toggle between Day and Week modes with the option to narrow down your position list to specific ones by simply typing the name in the filter on top of the position list.

Position Week Mode:

Position Day Mode:

Filters:

There are 4 ways to filter the Schedule:

  • By Employee or Position
  • By Location or Position
  • By individual Employee
  • By 'Shifts types' (Unpublished/Published/With conflicts/Without Conflicts) 

Managers can filter the schedule by staff & positions for easier visibility and to ensure accuracy when designing shifts. Click the filter icon from top:

  • By using the Search option (Forecasts mode only). (allows you to enter keyword, i.e. Shift Notes-Available in forecast view only for, Schedulers/Supervisors/managers)

Easily See Hours You’ve Scheduled for Employees:

You as an employer are now able to quickly see how many hours your employees are scheduled to work on a weekly basis right inside the scheduler.

The hour total is listed right below their names in the Schedule view.

If you have scheduled them to work more than 40 hours a week, the number will turn red as a warning, letting you know that this is the case.

 

This feature gives you the ability to have a very convenient overview of how many hours you have scheduled for each employee and whether you need to make some changes to balance out their work hours and perhaps distribute them more evenly and avoid making people work overtime if it’s not absolutely necessary.

So you don’t have to manually calculate hours for each employee to see who is working how many hours, we do it for you!

Forecast mode:

The forecast view allows you to get an insight about the following:
 
  • The number of employees required per hours vs the number of employees required.
  • The exact number of hours an employee is doing as 'Overtime' in the current week.
  • Break ups by day/hours to show if there is any part of the day where you are over staffed.
  • Graphical overview by day/week to illustrate, if you are correctly staffed/overstaffed for the particular day/week.

Note: You can configure the forecast feature from the 'Forecast' module at the left pane.


The exact number of hours an employee is doing as 'Overtime' in the current week.



Break ups by day/hours to show if there is any part of the day where you are over staffed.

Graphical overview by day/week to illustrate, if you are correctly staffed/overstaffed for the particular day/week.

Forecast Week view:

 

Forecast Day view: 
 
 
 
Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments