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 .
- Click Employee from the drop-down menu.
NOTE: Scheduler views have keyboard shortcuts. To navigate to employee view using the keyboard, select “e”.
Employee View Reference
| Callout | a |
| Name | Task Lists / Annotations |
| Description |
Allows you to create Annotations or monitor Task Lists. Click to view Task Lists assigned for that date. Click to create or edit an annotation. |
| Callout | b |
| Name | Schedule |
| Description | 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. |
| Callout | c |
| Name | Color Picker |
| Description | 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. |
| Callout | d |
| Name | Total 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. |
| Callout | e |
| Name | OpenShift |
| Description | Use OpenShifts to offer shifts to a select group of qualified employees. Eligible employees can pick up OpenShifts to help ensure complete coverage. |
| Callout | f |
| Name | Unpublished Shift |
| Description | Unpublished shifts are not visible to employees. You can identify unpublished shifts by their diagonal stripes. |
| Callout | g |
| Name | Time Off |
| Description | The employee has requested time off. |
| Callout | h |
| Name | Availability Preferences |
| Description | 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. |
| Callout | Name | Description |
| a | Task Lists / Annotations |
Allows you to create Annotations or monitor Task Lists. Click to view Task Lists assigned for that date. Click 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.
| Callout | a |
| Name | N / N |
| Description | The employee’s scheduled and maximum hours.
|
| Callout | b |
| Name |
(Some shifts confirmed)
|
| Description | The employee has confirmed some assigned shifts. |
| Callout | c |
| Name |
(All shifts confirmed) |
| Description | The employee has confirmed all assigned shifts. |
| Callout | d |
| Name | Publish [employee]’s Shifts |
| Description | Click to publish the employee’s shifts. |
| Callout | e |
| Name | Unpublish [employee]’s Shifts |
| Description | Click to unpublish the employee’s shifts. |
| Callout | f |
| Name | Print [employee]’s Shifts |
| Description | Click to print the employee’s shifts. |
| Callout | g |
| Name | Copy [employee]’s Previous Day / Week |
| Description | Click to copy the employee’s shifts from the previous day/week to the schedule you’re currently viewing. |
| Callout | h |
| Name | Edit [employee]’s Details |
| Description | Click to update the employee’s positions, access privileges, schedules, wages, and other details. |
| Callout | i |
| Name | Delete [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.
|
| b |
(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 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.