Filtering the Schedule

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Applies to , ,

Overview

Whether you prefer to schedule in employee view, positions view, or coverage 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.

Filters can be collapsed and you can scroll independently from the schedule.

Position filters

Select Position in the View Shifts By drop down menu under View Options 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.

Position filter drop down

View shifts for a single position

If you want to view shifts for a single position, click Select None, then click the position name. Employees tagged to the selected position or shifts assigned to the selected position are shown.

Select one position

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.

Single position filter

Tags filters

Use the Tags menu to the left of the schedule to filter your schedule by tags.

How this filter works

This filter works a little different than the others. Tags filtering is an additive filter, so when you select more tags the matching employees and shifts MUST contain all the tags selected.

View Tags in employee view

When you select tags in employee view:

  • Employees with all the tags selected remain visible.
  • Employees not assigned to all tags selected, but with an assigned shift with all tags selected appear.

View Tags in position view

When you select tags in position view:

  • Any shift matching selected tags is visible and fully opaque.
  • Any shift not matching selected tags are not visible.

If you want to view shifts or employees that are assigned a particular tag, click the tag. To view shifts or employees for multiple tags, select each tag in the list you want to see.

Filter single tag

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. Shifts that are solid grey indicate the employee is at the same job site but on a different schedule.

View shifts for a single job site

If you want to view shifts assigned to a particular job site, click Select None, then click the  job site name. You can also just select the job site you would like to filter to.

Filter single job site

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.

Filter multiple job sites

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

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

Hiding unscheduled employees

As you are building the schedule, you can hide employees who aren’t yet scheduled for the particular day or week you’re viewing. To hide unscheduled employees, check the Hide Unscheduled Employees checkbox in the Employee view of the View Options menu to the left of the schedule.
Hide unscheduled employees

Hiding unscheduled positions

If you’re building your schedule using Positions view, you can hide positions that have not been scheduled for the particular day or week you are viewing. To hide unscheduled positions, check the Hide Unscheduled Positions checkbox in the Position view of the View Options menu to the left of the schedule.

Hide unscheduled positions

Highlight OpenShifts

In Position view, you can view only the OpenShifts you have scheduled. To highlight only OpenShifts, check the Highlight OpenShifts checkbox in the Position view of the View Options menu to the left of the schedule.

Highlight OpenShifts

Show shifts at other schedules

In Position view, you can view shifts from other schedules you have created. To show shifts from other schedules, check the Show Shifts at Other Schedules checkbox in the Position view of the View Options menu to the left of the schedule.

Show shifts at other schedules

Resetting the filter

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

Updated on October 20, 2020

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