Schedule Filtering

From your

Applies to , ,

Overview

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.

Accessing the schedule filters

  1. From the When I Work Scheduling app, tap Menu button in the upper-left corner of the screen, then tap Calendar Scheduler.
  2. Tap Preferences in the top-right corner to view the filter options.
    The filters screen appears.

Filtering by schedule

  1. Tap Schedule.
  2. Tap the schedule that you want to view shifts for.
  3. Tap Checkmark to save your selection.
  4. (Optional) Apply job sites, positions, tags, or users filters.
  5. Tap Apply Filters.

Filtering by job site

  1. Tap Job Sites.
  2. Tap the job sites that you want to view shifts for.
    • Job sites with a Checkmark are included in the filter.
    • To clear the filter, tap All Job Sites.
  3. Tap Checkmark to save your selection.
  4. (Optional) Apply schedules, positions, tags, or users filters.
  5. Tap Apply Filters.

Filtering by position

  1. Tap Positions.
  2. Tap the positions that you want to view shifts for.
    • Positions with a Checkmark are included in the filter.
    • To display shifts that have no position, tap No Position Assigned.
    • To clear the filter, tap All Positions.
  3. Tap Checkmark to save your selection.
  4. (Optional) Apply schedules, job sites, tags, or users filters.
  5. Tap Apply Filters.

Filtering by tags

  1. Tap Tags.
  2. Tap the tags that you want to view shifts for. Tags with a Checkmark are included in the filter.
  3. Tap Checkmark to save your selection.
  4. (Optional) Apply schedules, job sites, positions, or users filters.
  5. Tap Apply Filters.

Filtering by users

  1. Tap Assignee.
  2. Tap the users that you want to view shifts for.
    • Users with a Checkmark are included in the filter.
    • To clear the employees filter, tap All Employees.
  3. Tap Checkmark to save your selection.
  4. (Optional) Apply schedules, job sites, positions, or tags filters.
  5. Tap Apply Filters.

Reset filters

To reset all filters, tap Reset Filters on the filters screen.

Updated on November 1, 2022

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