The Timeline Scheduling screen comprises two main sections:
- Operations section - At the top of the screen, this section contains menus and search fields that allow you to schedule labor and 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 - 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:
| If you clear all schedules using the Clear Schedules option, this action cannot be undone. If you clear all shifts using the Clear Shifts option, this action cannot be undone. |
View Options | ||
Refresh | Refreshes the Timeline Scheduling view. | This feature is helpful if you have added or edited many shifts and want to ensure that you are viewing a schedule that has incorporated all of your selections. |
Top | When using single-pane schedule viewing, this drop-down menu allows you to select the viewing criteria you see in the left pane. Opens menu to:
When using dual-pane viewing, use this drop-down menu to select what criteria appears in the top schedule pane. | |
Bottom | Opens menu to:
When using dual-pane 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. |
Scheduling section
You use the scheduling section to schedule labor. This section contains two panes: the left pane and the schedule pane.
Pane | Description | Notes |
---|---|---|
Left pane
| 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. |