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OptionDescriptionNotes
Shift Operations section

Add Shift

 

Opens the Add Shift dialog box.

For more information see Add Shift dialog box - field descriptions.

 

Undo

 
Undo most recent action. 

Gear

Opens menu to:

  • Generate Schedules
  • Clear Schedules
  • Recalculate Shifts
  • Clear Shifts
 
View Options

Refresh

 
Refreshes the Timeline Scheduling view. 

Top

 

Opens menu to:

  • Group by Job
  • Unfilled Shifts
  • Group by Employee
  • Show Statistics

When using split-screen viewing, use this drop-down menu to select what criteria appears in the top schedule pane.

 

Bottom

Opens menu to:

  • Hide
  • Group by Job
  • Unfilled Shifts
  • Group by Employee
  • Show Statistics

When using split-screen viewing, use this drop-down menu to select what criteria appears in the bottom schedule pane.

 

Zoom slider

Slider to zoom in and zoom out of the calendar.

To zoom in, pull the slider to the right.

To zoom out, pull the slider to the left.

 
Select Jobs and Dates
FilterOpens the Labor Selector dialog box. 
Calendar selectionDrop-down menu to select the date range that appears in the calendar. 

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Pane descriptions for the Scheduling section

PaneDescriptionNotes

Left pane

Is there a term for this column? Not sure how to refer to it.

In this pane you can see the following:

  • Jobs
Each job role that can have assigned shifts.
  • Shifts
  • Employees
  • Statistics
 
Schedule

Schedule of shiftsdepending on the selected criteria.

The calendar view depends on the zoom magnification. If the zoom slider is pulled all the way to the left (zoomed out), the calendar displays each day as a separate entry. If the zoom slider is pulled all the way to the right (zoomed in), you see an hourly breakdown.