The Timeline Scheduling screen allows you to quickly and efficiently schedule labor.It is broken into comprises two main sections:
- Operations section - At the top of the screen, this section contains menus and search fields that help in scheduling allow you to schedule labor and changing change screen views.
- Scheduling section - At the bottom of the screen, the scheduling section consists of a left pane and a schedule pane.
- Left pane - Depending on your settings, this pane can contain a list of employees, jobs, or statistics.
- Schedule pane - TK - This pane (or panes, if you are using dual schedule page viewing) displays a schedule in a calendar format. Shifts appear as bars in line with their corresponding employees, jobs, or statistics. The position and length of the shift bar depend on the start and end time of the shift.
What is the default view when you open Timeline Scheduling?
Operations section
| Control | Description | Notes |
|---|---|---|
| Shift Operations | ||
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:
| |
| View Options | ||
Refresh | Refreshes the Timeline Scheduling view. | |
Top |
Opens menu to:
When using split-screen viewing, use this drop-down menu to select what criteria appears in the top schedule pane. | |
Bottom | Opens menu to:
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 | ||
| Filter | Opens the Labor Selector dialog box. For more information, see Labor Selector dialog box - field descriptions. | |
| Calendar selection | Drop-down menu to select the date range that appears in the calendar. | |
...
| Pane | Description | Notes |
|---|---|---|
Left pane Is there a term for this column? Not sure how to refer to it. | Depending on your selected view, this pane displays :
To sort the information in this pane, do one of the following:
| READ-ONLY |
| Schedule pane | Schedule depending 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. Employee shifts appears as bars on the schedule. For more information on shift bars, see Shift bars - icons and action descriptions. For more information on scheduling and working with shifts, see Working with shifts. |