Filtering the Schedule

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Overview

Whether you prefer to schedule in employee view or positions 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.

Position filters

Use the Positions menu to the left of the schedule to filter your schedule based on position. Shifts that don’t match your applied position filters appear greyed out with a white background and a dashed line around the border of the shift.

View shifts for a single position

If you want to view shifts for a single position, click the position name.Single position filter

View shifts for multiple positions

If you don’t want to view shifts for a particular position, click the box to the left of the position name to filter it from the schedule.Uncheck position filter

Job site filters

Use the Job Sites menu to the left of the schedule to filter your schedule by job site. Shifts that don’t match your applied job site filters appear greyed out with a white background and a dashed line around the border of the shift.

View shifts for a single job site

If you want to view shifts assigned to a particular job site, click the job site name.Single job site filter

View shifts for multiple job sites

If you don’t want to see shifts assigned to a particular job site, click the box to the left of the job site name to filter it from the schedule.Uncheck job site filter

Showing or hiding filtered employees

When you’re filtering the schedule by position or job site, employees who don’t match the applied filters are hidden by default. If they have other shifts that don’t match the applied filters, the shifts appear greyed out on the schedule with a dashed line around the border of the shift.

To show employees who are being filtered from the schedule, click the Hide-Show Filtered Employees button button in the top-left corner of the Scheduler.Hide/Show Filtered Employees button

Click Hide-Show Filtered Employees button again to hide filtered employees.

Resetting the filter

To reset filters applied to your schedule, click All in the top-right corner of the Positions or Job Sites menus.All button

Updated on July 26, 2018

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