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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

ControlDescriptionNotes
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:

  • Generate Schedules -Select to open the Generate Schedules dialog box. For more information, see the Generate Schedules dialog box - field descriptions.
  • Clear Schedules - Clears all schedules. After selecting this option, a confirmation dialog box appears to verify that you want to clear all schedules.
  • Recalculate Shifts - Not sure what this does selection does because it seems to just open the Generate Schedule dialog box.
  • Clear Shifts - Clears all shifts. After selecting this option, a confirmation dialog box appears to verify that you want to clear all shifts.

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:

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

When using dual-pane 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 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 selectionDrop-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.

PaneDescriptionNotes

Left pane

 

Depending on your selected view, this pane displays :

  • Jobs
  • Shifts
  • Employees
  • Statistics

To sort the information in this pane, do one of the following:

  • Click the header.
  • Hover the pointer to the far right of the column header and select either Sort Ascending or Sort Descending.
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.

 
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