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.

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

 

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 Select None, then click the position name. Employees tagged to the selected position or shifts assigned to the selected position are shown.Filter to 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.

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 to one 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 out a job site

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 Employees tab of the View Options menu to the left of the schedule.

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 Positions tab of the View Options menu to the left of the schedule.

Show other schedules shifts

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

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 November 16, 2018

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