Overview
User view allows you to view the schedule organized by user. Use user view if you prefer to think about schedule coverage based on who is scheduled.
Considerations
- User view can be used in day, week, two-week, and month time views.
- Time off requests and availability preferences are displayed in this view.
If you’d like to adjust the order that users appear, check out Sorting Users.
Navigate to User View
- Go to the Scheduler.
- In the View Shifts By menu, click .
- Select User from the drop-down menu.
User View Reference
| Callout | a |
| Name | Task Lists / Annotations |
| Description |
Allows you to create Annotations or monitor Task Lists. Click to view Task Lists assigned for that date. Click to create or edit an annotation. |
| Callout | b |
| Name | Schedule |
| Description | Allows you to select the schedule that you’d like to view and add shifts to. Check here to ensure that you’re viewing the correct team or location’s shifts. |
| Callout | c |
| Name | Color Picker |
| Description | Use to manage how your shifts are color-coded. Shifts can be viewed by shift color, position color, or job site color to help you visually organize your schedule. |
| Callout | d |
| Name | Total and Daily Hours Counters |
| Description |
Use this row to review the total and daily assigned hours for the week. Click Down arrow button next to the weekly total to view total OpenShift hours, or combined assigned and OpenShift hours. Check out Track Hours and Labor in Scheduler for more information about total hours are calculated. |
| Callout | e |
| Name | OpenShift |
| Description | Use OpenShifts to offer shifts to a select group of qualified users. Eligible users can pick up OpenShifts to help ensure complete coverage. |
| Callout | f |
| Name | Unpublished Shift |
| Description | Unpublished shifts are not visible to employees. You can identify unpublished shifts by their diagonal stripes. |
| Callout | g |
| Name | Time Off |
| Description | The user has requested time off. |
| Callout | h |
| Name | Availability Preferences |
| Description | The user is unavailable all day, or some of the day. Hover your pointer over the triangle to view the user’s preferred or unavailable hours. |
| Callout | Name | Description |
| a | Task Lists / Annotations |
Allows you to create Annotations or monitor Task Lists. Click to view Task Lists assigned for that date. Click to create or edit an annotation. |
| b | Schedule | Allows you to select the schedule that you’d like to view and add shifts to. Check here to ensure that you’re viewing the correct team or location’s shifts. |
| c | Color Picker | Use to manage how your shifts are color-coded. Shifts can be viewed by shift color, position color, or job site color to help you visually organize your schedule. |
| d | Total and Daily Hours Counters |
Use this row to review the total and daily assigned hours for the week. Click Down arrow button next to the weekly total to view total OpenShift hours, or combined assigned and OpenShift hours. Check out Track Hours and Labor in Scheduler for more information about total hours are calculated. |
| e | OpenShift | Use OpenShifts to offer shifts to a select group of qualified users. Eligible users can pick up OpenShifts to help ensure complete coverage. |
| f | Unpublished Shift | Unpublished shifts are not visible to employees. You can identify unpublished shifts by their diagonal stripes. |
| g | Time Off | The user has requested time off. |
| h | Availability Preferences | The user is unavailable all day, or some of the day. Hover your pointer over the triangle to view the user’s preferred or unavailable hours. |
User Options Reference
The user options display information about each user, allow you to update user information and make quick updates to individual user’s schedules.
| Callout | a |
| Name | N / N |
| Description | The user’s scheduled and maximum hours.
|
| Callout | b |
| Name |
(Some shifts confirmed) |
| Description | The user has confirmed some assigned shifts. |
| Callout | c |
| Name |
(All shifts confirmed) |
| Description | The user has confirmed all assigned shifts. |
| Callout | d |
| Name | Publish [user]’s Shifts |
| Description | Click to publish the user’s shifts. |
| Callout | e |
| Name | Unpublish [user]’s Shifts |
| Description | Click to unpublish the user’s shifts. |
| Callout | f |
| Name | Print [user]’s Shifts |
| Description | Click to print the user’s shifts. |
| Callout | g |
| Name | Copy [user]’s Previous Day / Week |
| Description | Click to copy the user’s shifts from the previous day/week to the schedule you’re currently viewing. |
| Callout | h |
| Name | Edit [user]’s Details |
| Description | Click to update the user’s positions, access privileges, schedules, wages, and other details. |
| Callout | i |
| Name | Delete [user]’s Shifts |
| Description | Click to delete user’s shifts on the current view. |
| Callout | Name | Description |
| a | N / N | The user’s scheduled and maximum hours.
|
| b |
(Some shifts confirmed) |
The user has confirmed some assigned shifts. |
| c |
(All shifts confirmed) |
The user has confirmed all assigned shifts. |
| d | Publish [user]’s Shifts | Click to publish the user’s shifts. |
| e | Unpublish [user]’s Shifts | Click to unpublish the user’s shifts. |
| f | Print [user]’s Shifts | Click to print the user’s shifts. |
| g | Copy [user]’s Previous Day / Week | Click to copy the user’s shifts from the previous day/week to the schedule you’re currently viewing. |
| h | Edit [user]’s Details | Click to update the user’s positions, access privileges, schedules, wages, and other details. |
| i | Delete [user]’s Shifts | Click to delete user’s shifts on the current view. |
Use Filters with User View
Use position and job site filters to make sure specific roles or locations have the coverage that they need.
Under View Options on the left side of the scheduler, there is a list of positions and job sites. Select an item in one of these lists to highlight shifts assigned to the select positions or job sites. To view shifts assigned to all positions and job sites again, click Select All at the top of each list.
Frequently Asked Questions
Can I print the schedule in user view?
Yes. The schedule can be printed in coverage view by clicking in the top right.
Can I use Forecast Tools in user view?
Yes, Forecast Tools are available in all views as long as the schedule is being viewed by a date range of one week.