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Scheduler Position View Reference Guide

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Overview

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.

Considerations

  • 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. Employees’ availability appears when you add or edit a shift.
  • The order that positions appear in this view corresponds to the order assigned on the Position Positions page.

If you’d like to adjust this order, check out Sorting Employees, Positions, and Schedules.

Navigate to Position View

  1. Go to the Scheduler.
  2. Next to View Shifts By, click Down.
  3. Click Position from the drop-down menu.
    NOTE: Scheduler views have keyboard shortcuts. To navigate to position view using the keyboard, select “p”. 

screenshot of the steps above

Position View Reference

Position view reference photo

Callouta
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.

Calloutb
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.
Calloutc
NamePosition
Description

Indicates which position the shifts below are assigned to. The color of each dot corresponds to the colors assigned on the PositionPositions page.

For each date, the number of shifts assigned to the position will appear, as well.

Calloutd
NameHide and Show Options
Description

Check the Hide Unscheduled Positions checkbox to hide positions not assigned to shifts scheduled in the week you’re viewing.

Check Highlight OpenShifts to highlight all of the OpenShifts in your schedule to identify gaps in scheduling.

Check the Show Shifts at Other Schedules checkbox to display shifts scheduled on other schedules.

Calloute.
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.
Calloutf
NameOpenShift
DescriptionUse OpenShifts to offer shifts to a select group of qualified employees. Eligible employees can pick up OpenShifts to help ensure complete coverage.
Calloutg
NameAssigned shifts and hours counters
Description

View the number of total shifts (OpenShifts and assigned shifts) and combined total hours for the day.

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

Callouth
NameUnpublished Shift
DescriptionUnpublished shifts are not visible to employees. You can identify unpublished shifts by their diagonal stripes.
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 Position

Indicates which position the shifts below are assigned to. The color of each dot corresponds to the colors assigned on the PositionPositions page.

For each date, the number of shifts assigned to the position will appear, as well.

d Hide and Show Options

Check the Hide Unscheduled Positions checkbox to hide positions not assigned to shifts scheduled in the week you’re viewing.

Check Highlight OpenShifts to highlight all of the OpenShifts in your schedule to identify gaps in scheduling.

Check the Show Shifts at Other Schedules checkbox to display shifts scheduled on other schedules.

e. 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.
f OpenShift Use OpenShifts to offer shifts to a select group of qualified employees. Eligible employees can pick up OpenShifts to help ensure complete coverage.
g Assigned shifts and hours counters

View the number of total shifts (OpenShifts and assigned shifts) and combined total hours for the day.

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

h Unpublished Shift Unpublished shifts are not visible to employees. You can identify unpublished shifts by their diagonal stripes.

Use Filters with Position 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 hide shifts assigned to other positions or job sites from view. To view shifts assigned to all positions and job sites again, click Select All at the top of each list.

FAQ

Can I print the schedule in position view? 

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

Can I use Forecast Tools in position 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

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