Schedule Views
Applies to Admins, Managers, Supervisors
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Schedule Views and Filters
From your computer
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Changing your view of the schedule helps you better visualize upcoming shifts. The Scheduler offers three types of views: Time views determine the time period that you’re viewing. Staff views determine the formatting of the schedule. Color views determine whether the schedule is colored-coded based on shift colors, position colors, or job site colors. You can also change schedule views from your Android device or iOS device. Looking to manage hours in the schedule? Check out Track Hours and Labor in the Scheduler. Time views The Scheduler allows you to view the schedule by week (default), day, 2 weeks, or month. Switch between time views...
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Filtering the Schedule
Whether you prefer to schedule in user view, positions view, or coverage view, you can filter your schedule to quickly view coverage for particular positions or job sites. Instead of viewing your entire schedule, filtering helps you narrow your schedule down to the shifts you want to see. Filters can be collapsed and you can scroll independently from the schedule. If you have filtered the schedule, you can see what is filtered by looking for a red dot next to the filter heading. If the filters menu is collapsed, the red dot appears next to the expand button to notify you...Applies to Admins, Managers, Supervisors
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Scheduler User View Reference Guide
User view allows you to view the schedule organized by user. Use user view if you prefer to think about schedule coverage based on who is scheduled. User view can be used in day, week, two-week, and month time views. Time off requests and availability preferences are displayed in this view. If you’d like to adjust the order that users appear, check out Sorting Users. Go to theApplies to Admins, Managers, Supervisors
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Scheduler Position View Reference Guide
Position view displays shifts grouped by assigned position. Use position view if you’d like to schedule coverage based on which positions need to be filled. Position view can be used in the week, two-week, or month time views. Time off requests and availability preferences are not displayed in this view. User’s availability appears when you add or edit a shift. Go to theApplies to Admins, Managers, Supervisors
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Scheduler Job Site View Reference Guide
Job site view displays shifts grouped by assigned job site. Use job site view if you’d like to schedule coverage based on which job sites need to be covered. Job site view can be used in the week, two-week, or month time views. Time off requests and availability preferences are not displayed in this view. User’s availability appears when you add or edit a shift. Go to theApplies to Admins, Managers, Supervisors
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Scheduler Coverage View Reference Guide
Coverage view displays shifts in chronological order based on start time. Coverage view is a great tool to use when you want to make sure you have an entire week’s worth of shifts covered. It also helps you to determine any gaps for priority shift times. Coverage view can be used in the week, two-week, or month time views. Time off requests and availability preferences are not displayed in this view. User’s availability appears when you add or edit a shift. Shifts at other schedules are not displayed in this view. When shifts have the same start time, their order will be determined...Applies to Admins, Managers, Supervisors
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Using Month View
Use month view to view the schedule, add and edit shifts, and print shifts for an entire month. Because month view offers fewer features than day or week view, we recommend using month view to review and fine tune the schedules you’ve made in the other views. Month view is...Applies to Admins, Managers, Supervisors
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Forecast Tools
Get more insight into your budget using the forecast tools. Use forecast tools while scheduling to ensure you have the right coverage and are within your labor budget. Use the forecast data import function to quickly enter forecast information across time. By default, supervisors can view and edit projected sales...Applies to Admins, Managers, Supervisors
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Track Hours and Labor in the Scheduler
When I Work makes keeping track of hours easy as you’re building the schedule. The schedule displays total scheduled hours for the week or day and total scheduled hours per user. All hours are counted based on the workday start time. This is set to 12 AM by default. Contact...Applies to Admins, Managers, Supervisors
From your iPhone or iPad
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Schedule Views
The When I Work Staff Scheduling app allows you to view the full schedule, OpenShifts, and your personal shifts. If you have employee access privileges, check out employee schedule views article. From the When I Work Staff Scheduling app, tap Calendar Scheduler at the bottom of the screen. All Shifts view appears by default. All...Applies to Admins, Managers, Supervisors
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Schedule Filtering
You can filter shifts by schedules, job sites, positions, tags, and users. If you like, you can apply multiple filters at once; in this case, only shifts that match all of the applied filters are displayed. You can also filter the schedule from your computer or Android phone. From the...Applies to Admins, Managers, Supervisors
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Schedule Views for Employees
The When I Work Staff Scheduling app allows you to view your personal schedule, the full schedule, and available OpenShifts. If you have supervisor, manager, or admin access privileges, check out our schedule views article for management. From the When I Work Staff Scheduling app, tap Schedule Calendar at the bottom of the screen....Applies to Employees
From your Android phone
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Schedule Views
The When I Work Scheduling app for Android allows you to view and manage the full schedule, OpenShifts, and your personal schedule. If you have employee access privileges, check out our employee schedule views article. From the When I Work Scheduling app, tap Calendar Scheduler at the bottom of the screen....Applies to Admins, Managers, Supervisors
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Schedule Filtering
You can filter shifts by schedules, job sites, positions, tags and users. If you like, you can apply multiple filters at once; in this case, only shifts that match all of the applied filters are displayed. You can also filter the schedule from your computer or iPhone. From the When I Work Scheduling app, tap Schedule Scheduler on the bottom of the screen. Tap Preferences in the top-right corner to view the filter options. The filters screen appears. Tap Schedule. Tap the schedule that you want to view shifts for. Tap Checkmark to save your selection. (Optional) Apply job sites, positions, tags, or...Applies to Admins, Managers, Supervisors
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Schedule Views for Employees
The When I Work Scheduling app allows you to view your personal schedule, the full schedule, and available OpenShifts. If you have supervisor, manager, or admin access privileges, check out our schedule views article for management. From the When I Work Scheduling app, tap Calendar Scheduler. The My Shifts view appears by...Applies to Employees