Changing your view of the schedule helps you better visualize upcoming shifts. The Scheduler supports three types of views:
- Time views determine the time period that you’re viewing.
- Staff views determine whether you’re scheduling shifts based on individual employees or positions.
- Color views determine whether the schedule is colored based on shift colors or position colors.
You can also change schedule views from your iPhone or iPad.
Things to know before you begin
- Month view is available for accounts on current, paid plans with 200 or fewer users. If you're on a paid plan but do not see month view, your account may be on a legacy plan. For example: Basic (Limited).
- Positions view is available for non-legacy plans, and does not support month view or printing.
The Scheduler allows you to view the schedule by week (default), day, or month. Switch between time views using the Day, Week, and Month buttons on the top right side of the Scheduler.
When you’re viewing a particular day, week, or month:
- Click < to go back and > to go forward.
- Click Calendar button to jump to a specific day.
- Click Today to return to the current day.
Click Week to view and manage the schedule one week at a time.
The week begins on Sunday and ends on Saturday. If you don’t want Sunday as the start day of each week, you can change this by adjusting your App Settings.
If you are a manager or the account holder, you can click the Budget button (A) to see your employees’ wages as they are scheduled (B). Check out the article Viewing Labor Costs While Scheduling for more information!
You can toggle your schedule to a day view by clicking the Day button (A) or by clicking the the header of a particular day (B). In the example below, clicking Wed 19 brings up the October 19th, 2016 in day view.
The day view helps to evaluate your coverage for a single day. A coverage graph is available at the bottom so you can quickly see how many employees you have scheduled during a particular hour of the day.
Click Month to view and manage the schedule for an entire month. For more information, see Using Month View.
When you’re building the schedule, you can schedule shifts based on employees or positions. If you prefer to think about who you’re scheduling, use employees view. On the other hand, if you prefer to think about the position or job that you’re scheduling, use positions view instead.
Use the menu in the header of the first column to toggle between employees view and position view.
Use employees view if you prefer to think about schedule coverage based on who is scheduled.
In employees view:
- OpenShifts appear on their own row (A).
- Each employee gets one row (B).
- Employees’ availability appears in each cell, if they’ve set it up (C).
To schedule a shift for a particular employee, click the day in the row for that employee. For more information about scheduling shifts, see Adding Shifts to the Schedule.
Use positions view if you prefer to think about schedule coverage based on which positions need to be filled.
Positions view is available for non-legacy plans, and does not support month view or printing.
In positions view:
- Each position gets one row (A).
- OpenShifts appear in the assigned position row with an OpenShift label (B).
- Regular shifts appear in the assigned position row with a label that indicates the assigned employee (C).
- Employees’ availability appears when you add or edit a shift.
To schedule a shift for a particular position, click the day in the row for that position. For more information about scheduling shifts, see Adding Shifts to the Schedule.
You can color the schedule based on the colors assigned to the shifts or the colors of the assigned positions.
- To view shifts based on the colors assigned to them, click Shift near the top-left side of the page (A).
- To view shifts based on the colors of their assigned positions, click Position near the top-left side of the page (B).