Viewing / Editing Schedules - - - - - - - - - - - - - - - -
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The Schedule Views
Your schedules can be displayed and printed in 12 different views when signed
in as a manager. Each view has special functions that can be performed and
may be useful at various times.
For example, you might prefer to view your schedule graphically but when making
changes you normally will use the By Employee view to drag and drop shifts
to copy, move or swap them. Click here for a chart of functions broken
down by Schedule View.
 By Employee - Weekly default view. Lists each
Employee down the left and
days across the top. Shows their schedule
and hours worked for the week and if the week is published shows if they have
viewed of or confirmed receipt of schedule. Allows clicking a cell to quickly add a
shift and has a DRAG & DROP and Undo feature
that allows quick changes to shifts (and Ctrl Drag/Drop to copy shifts). Allows changing the position of a shift by clicking the
shift. Used to print all individual weekly schedules. This
view has many Change Layout options.
Calendar* - Three Calendar views: Daily, Weekly and Monthly
Tabs. Displays in a calendar or day planner format The Calendar Weekly
is one of our most popular views and it can be compressed for printing and can
also list shifts grouped by category instead of by position using the Change
Layout link.
By Position - Daily and Weekly tabs. Lists shifts grouped by Position. Shows total shifts and hours for each Position
Sortable List - Daily or Weekly. List of Shifts can be sorted by any column. Also allows for deleting and unassigning multiple shifts. Can be filtered to show only Unassigned Shifts, Auto-Filled Shifts or Preplaced Shifts
Category Chart* - Displays time periods between
one week,
bi-weekly and a month - (most useful if you use Categories, providing a compressed chart
that displays the category abbreviation)
In-Out* - Displays 1 - 4 weeks. biweekly or a month, shows
Employees on the left with dates across the top. Shows start time of first
shift and end time of last consecutive shift each day. (Useful if you assign
multiple consecutive shifts per day to one Employee)
Multi-Shift Edit - Daily or Weekly. List of Shifts can be sorted by any column. Allows editing of multiple shifts at a time. Can be filtered to show only Unassigned Shifts, Auto-Filled Shifts or Preplaced Shifts
Graphical* - Daily or Weekly. Shows
shifts in a graphical format similar to a spreadsheet. Layout can be changed to
only show certain time period. Shifts can be displayed grouped by Position or
Alphabetically by Employee.
Availability - Daily. Shows graphically all Employees - the shifts they are working along with their work time preferences and time off. Layout can be changed to only show a certain time period - specific time periods can be saved for quick viewing later.
Also can be set to show count of Employee coverage and availability.
Statistics - shows totals and breakdown of shifts for days and the
week and statistics for each Employee
*The "Change Layout" link options (see
below) on these views control how Employees
see that same view when they sign in (if your SETTINGS page option is set to
allow Employees to see everyone's schedule).
To choose a different Schedule View hover over
Schedules in the top menu or use the Schedule View dropdown menu.
Filtering Schedule Views
Each of these views can be "filtered" to only show certain Positions, Groups of Positions (ex. Locations), Categories, Groups of Categories, etc.
The dropdown box will be highlighted to remind you that you are viewing a
filtered schedule. After filtering you can perform functions on just those
displayed shifts (ex. Import, Clear, Delete, AutoFill etc.)
More>
Change Layout
Each Schedule View has a "Change Layout" link in the upper left of the page which allows you to change what is seen on that view and the font sizes etc. Each
schedule view has different change layout options.
Related Topics:
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WhenToWork.com Online Scheduling
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