1. Home
  2. Scheduling
  3. Schedule Views and Filters
  4. Scheduler Employee View Reference Guide

Scheduler Employee View Reference Guide

From your

Applies to , ,

Overview

Employee view allows you to view the schedule organized by employee. Use employee view if you prefer to think about schedule coverage based on who is scheduled.

Considerations

  • Employee view can be used in day, week, two-week, and month time views.
  • Time off requests and availability preferences are displayed in this view.
  • The order that Employees appear in this view corresponds to the order assigned on the  Employees page.

If you’d like to adjust the order that employees appear, check out Sorting Employees, Positions, and Schedules.

Navigate to Employee View

  • Go to the Scheduler.
  • Next to View Shifts By, click Down.
  • Click Employee from the drop-down menu.
    NOTE: Scheduler views have keyboard shortcuts. To navigate to employee view using the keyboard, select “e”. 

Screenshot of steps above

Employee View Reference

employee view reference photo

Callout a
NameTask Lists / Annotations
Description

Allows you to create Annotations or monitor Task Lists.

Click Tasks to view Task Lists assigned for that date.

Click Chat to create or edit an annotation.

Callout b
NameSchedule
DescriptionAllows you to select the schedule that you’d like to view and add shifts to. Check here to ensure that you’re viewing the correct team or location’s shifts.
Callout c
NameColor Picker
DescriptionUse to manage how your shifts are color-coded. Shifts can be viewed by shift color, position color, or job site color to help you visually organize your schedule.
Callout d
NameTotal and Daily Hours Counters
Description

Use this row to review the total and daily assigned hours for the week. Click Down arrow button  next to the weekly total to view total OpenShift hours, or combined assigned and OpenShift hours.

Check out Track Hours and Labor in Scheduler for more information about total hours are calculated.

Calloute
NameOpenShift
DescriptionUse OpenShifts to offer shifts to a select group of qualified employees. Eligible employees can pick up OpenShifts to help ensure complete coverage.
Callout f
NameUnpublished Shift
DescriptionUnpublished shifts are not visible to employees. You can identify unpublished shifts by their diagonal stripes.
Calloutg
NameTime Off
DescriptionThe employee has requested time off.
Callouth
NameAvailability Preferences
DescriptionThe employee is unavailable all day, or some of the day.  Hover your pointer over the triangle to view the employee’s preferred or unavailable hours.
Callout Name Description
 a Task Lists / Annotations

Allows you to create Annotations or monitor Task Lists.

Click Tasks to view Task Lists assigned for that date.

Click Chat to create or edit an annotation.

 b Schedule Allows you to select the schedule that you’d like to view and add shifts to. Check here to ensure that you’re viewing the correct team or location’s shifts.
 c Color Picker Use to manage how your shifts are color-coded. Shifts can be viewed by shift color, position color, or job site color to help you visually organize your schedule.
 d Total and Daily Hours Counters

Use this row to review the total and daily assigned hours for the week. Click Down arrow button  next to the weekly total to view total OpenShift hours, or combined assigned and OpenShift hours.

Check out Track Hours and Labor in Scheduler for more information about total hours are calculated.

e OpenShift Use OpenShifts to offer shifts to a select group of qualified employees. Eligible employees can pick up OpenShifts to help ensure complete coverage.
 f Unpublished Shift Unpublished shifts are not visible to employees. You can identify unpublished shifts by their diagonal stripes.
g Time Off The employee has requested time off.
h Availability Preferences The employee is unavailable all day, or some of the day.  Hover your pointer over the triangle to view the employee’s preferred or unavailable hours.

Employee Options Reference

The employee options display information about each employee, allow you to update employee information and make quick updates to individual employees’ schedules.

Employee options reference photo

Callouta
Name  N / N
DescriptionThe employee’s scheduled and maximum hours.

  • Scheduled hours: The number of hours employee is currently scheduled to work.
  • Maximum hours: The maximum number of hours the employee should be scheduled to work in a single week. You can set this limit in the employee’s settings.
Calloutb
Name More

(Some shifts confirmed)

 

DescriptionThe employee has confirmed some assigned shifts.
Calloutc
Name

(All shifts confirmed)

DescriptionThe employee has confirmed all assigned shifts.
Calloutd
NamePublish [employee]’s Shifts
DescriptionClick to publish the employee’s shifts.
Calloute
NameUnpublish [employee]’s Shifts
DescriptionClick to unpublish the employee’s shifts.
Calloutf
NamePrint [employee]’s Shifts
DescriptionClick to print the employee’s shifts.
Calloutg
NameCopy [employee]’s Previous Day / Week
DescriptionClick to copy the employee’s shifts from the previous day/week to the schedule you’re currently viewing.
Callouth
NameEdit [employee]’s Details
DescriptionClick to update the employee’s positions, access privileges, schedules, wages, and other details.
Callouti
NameDelete [employee]’s Shifts
Description Click to delete employee’s shifts on the current view.
Callout Name Description
a   N / N The employee’s scheduled and maximum hours.

  • Scheduled hours: The number of hours employee is currently scheduled to work.
  • Maximum hours: The maximum number of hours the employee should be scheduled to work in a single week. You can set this limit in the employee’s settings.
b More

(Some shifts confirmed)

 

The employee has confirmed some assigned shifts.
c

(All shifts confirmed)

The employee has confirmed all assigned shifts.
d Publish [employee]’s Shifts Click to publish the employee’s shifts.
e Unpublish [employee]’s Shifts Click to unpublish the employee’s shifts.
f Print [employee]’s Shifts Click to print the employee’s shifts.
g Copy [employee]’s Previous Day / Week Click to copy the employee’s shifts from the previous day/week to the schedule you’re currently viewing.
h Edit [employee]’s Details Click to update the employee’s positions, access privileges, schedules, wages, and other details.
i Delete [employee]’s Shifts  Click to delete employee’s shifts on the current view.

Use Filters with Employee View

Use position and job site filters to make sure specific roles or locations have the coverage that they need.

Under View Options on the left side of the scheduler, there is a list of positions and job sites. Select an item in one of these lists to highlight shifts assigned to the select positions or job sites. To view shifts assigned to all positions and job sites again, click Select All at the top of each list.

Frequently Asked Questions

Can I print the schedule in employee view? 

Yes. The schedule can be printed in coverage view by clicking  Print  in the top right.

Can I use Forecast Tools in employee view?

Yes, Forecast Tools are available in all views as long as the schedule is being viewed by a date range of one week.

 

Updated on December 14, 2020

Was this article helpful?

Related Articles

Still Need Help?

Open a ticket with our customer care team.

Submit a Ticket