Schedule Views

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Overview

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.

Time views

The Scheduler allows you to view the schedule by week (default), day, or month. Switch between time views using the DayWeek, and Month buttons on the top right side of the Scheduler.

Day, Week, and Month buttons

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.

Week view

Click Week to view and manage the schedule one week at a time.

Week view

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!Labor budget

Day view

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.

Accessing 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.Day view coverage graph

Month view

Click Month to view and manage the schedule for an entire month. For more information, see Using Month View.Month view

Staff views

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.

Employees and Positions view menu

Employees view

Use employees view if you prefer to think about schedule coverage based on who is scheduled.

Employees view with annotations

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.

Positions view

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.

Positions view with annotations

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.

Color views

You can color the schedule based on the colors assigned to the shifts or the colors of the assigned positions.

Scheduler Shift and Position buttons

  • 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).
Updated on June 19, 2017

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