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On this screen, you can perform various scheduling tasks. TK

The screen 

The Operations section

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. 

The 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

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

 

Depending on your :

  • Jobs
  • Shifts
  • Employees
  • Statistics

This left pane contains the job

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.
 
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.

For more information on the shift bars and actions, see Working with shifts.

 

Icon Descriptions for schedule bars

TK

 

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