Schedule Display

Schedule Display Controls and Options

Display controls and options enable you to effectively use the schedule.

  • Context Controls
  • Refresh and Save Controls
  • View By Options
  • Show/Hide Panel Display Options
    • Availability
    • Schedule Tags
    • Intervals
    • Shift Display
    • Paycode
    • Display
  • Gantt View
  • Table View
  • Tool Options

Context Controls

Context controls help you define dates and employees.

Icon name and descriptionDescription
Select Timeframe - Small blue calendar icon in upper right of screen. Defines the dates that are loaded. You can only act on the loaded dates in the schedule. To load different dates, choose the Select Timeframe icon.
Select Hyperfind - Small blue flowchart icon in upper right of screen.Displays the employees that are loaded. You can only act on loaded employees. You can load all the employees at a location or load a predefined set of employees.

Refresh and Save Controls

Refresh and save controls display when a schedule was last loaded, when the most recent was applied, or when there are unsaved changes.

Visual IndicatorDescription
Loaded [time] - Two blue half circles with arrows indicating spinning motion at the upper right of screen.Displays the time the schedule was last loaded or when the most recent refresh was applied, whichever is later.
Refresh - Two blue half circles with arrows indicating spinning motion at the upper right of screen (below Loaded [time]).Reloads the schedule data from the database. If there are unsaved changes, a warning message appears.
Save - Purple arrow in a squareSelect to save changes.

View By Employee Options

The View By Employee drop-down list allows you to select how employees and their schedules are arranged on the screen.

  • Employee - Displays the schedule of each employee as a row sorted alphabetically.
  • Job - Displays grouped scheduled shifts by specific location and job. Employee names display on their assigned shifts. Locations can be collapsed or expanded.
  • Schedule Group - Displays schedules with employees listed in rows within each schedule group. Groups can be collapsed or expanded.
  • Employment Terms - Displays schedules with employees listed in rows within each employment terms group. Groups can be collapsed or expanded.

Employees display in rows in the schedule. Hours, days, and weeks display as columns.

Depending on screen size, the schedule can display many weeks of scheduled shifts in a single view. When you display a longer period, less detail is provided and you may have to drill down for detail.

Visible details (segments, breaks, indicators, shift labels, or start and end times) depend on the zoom characteristic

Show/Hide Panel Display Options

The Show/Hide panel allows you to adjust the appearance of the schedule.

Select the Show/Hide icon to view the display options.

Availability

Availability allows you to query employee availability.

  • All
  • Unavailable
  • Available
  • Preferred
  • Preferred Time Off

Schedule Tags

Schedule Tags are configured specifically for your environment.

Intervals

Intervals define the precision of the schedule time dividers.
  • Daily
  • 4 Hours
  • 1 Hour
  • 15 Minutes

Shift Display

The Shift Display provides information about the available shifts.

  • Shift Time
  • Shift Label (if the shift is defined as a template)
Note If a shift is not defined as a shift template, the shift time is always shown.

If configured in the Schedule Planner setup, Dashed Border for Outside Location Jobs displays a dashed border around shifts and shift segments scheduled for a location other than the locations currently loaded in the Schedule Planner. The dashed border also displays in the shift glance.

Dashed borders display only in the Employee view and only for Location-based views including All Home Locations.

Paycode Display

The Paycode Display section displays paycodes.

  • Paycode Name
  • Paycode Short Name

Display

The Display section allows you to show or hide schedule items.

  • Availability
  • Open Shifts
  • Holidays
  • Schedule Paycodes
  • Schedule Shifts
  • Schedule Tags

Schedule - Gantt View

The Gantt View is available only for displays of one week or less.

Select the Gantt View icon (Three horizonal blue lines) from the toolbar.

The Gantt View displays shifts, breaks, and other time-related entities with their length proportional to their duration and shows the current time as a vertical red line.

Schedule - Table View

The Table View allows you to view a summary of data.

Select the Table View icon (blue square divided into four sections) from the toolbar.

The Table View provides a simplified version of the Gantt view: less data rich, but sometimes easier to read and work with. A Table View displays longer periods than a Gantt View.

Entities are not proportional to duration and do not show breaks. The entire shift is displayed as being on the day the shift begins even if the shift spans midnight.

Tool Options

Tool option provides you with quick access to actions related to schedules.

  • Quick Post — Posts loaded schedule for the loaded time frame and location.
  • Manage Schedule Posting — Displays posted or unposted schedules for the loaded location and time frame. The location is the same as the location currently loaded.
  • Notify Employees — Displays a warning of employees who need to be notified.