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 Android phone.

Accessing the schedule filters

  1. From the When I Work Staff Scheduling app, tap  Schedule at the bottom of the screen.
  2. Tap  in the top-left 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. (Optional) Apply job sites, positions, tags, or users filters.
  4. 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  are included in the filter.
    • To display shifts that have no job site, tap No Job Site Assigned.
    • To clear the filter, tap All Job Sites.
  3. Tap  to return to the Filters list.
  4. (Optional) Apply schedules, positions, tags, or users filters.
  5. Tap Apply Filters.

Filtering by positions

  1. Tap Positions.
  2. Tap the positions that you want to view shifts for.
    • Positions with a  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  to return to the Filters list.
  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 are included in the filter.
    • To clear the tags filter, tap Select None.
  3. Tap  to return to the Filters list.
  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 are included in the filter.
    • To clear the employees filter, tap All Assignees.
  3. Tap  to return to the Filters list.
  4. (Optional) Apply schedules, job sites, positions, or tags filters.
  5. Tap Apply Filters.

Reset filters

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

Updated on November 7, 2022

Was this article helpful?

Related Articles

Still Need Help?

Open a ticket with our customer care team.

Submit a Ticket