Schedule Filtering

From your

Applies to , ,

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 allows you to narrow your schedule down to the shifts you want to see.

By position

Use the Positions menu to the left of the schedule to filter your schedule based on position.

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

Shifts that don’t match your applied filters appear with a dotted line around the border of the shift.Shift with dotted border

Position filtering is based on scheduled shifts and the positions employees are assigned in their profiles. Employees appear differently in the schedule based on an applied filter.Position filter employee view

Callouta
DescriptionAn employee’s name is bold in the schedule if they’re assigned to work a shift that matches the applied filter
Calloutb
DescriptionAn employee’s name is greyed out if they’re assigned to work a shift that matches the applied filter, but they are not tagged to that position in their employee profile
Callout Description
a An employee’s name is bold in the schedule if they’re assigned to work a shift that matches the applied filter
b An employee’s name is greyed out if they’re assigned to work a shift that matches the applied filter, but they are not tagged to that position in their employee profile

By job site

Use the Job Sites menu to the left of the schedule to filter your schedule by job site.

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

Shifts that don’t match your applied filters appear with a dotted line around the border of the shift.Shift with dotted border

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 on the schedule with a dotted border.

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 September 18, 2017

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