The Timeline Scheduling screen

The Timeline Scheduling screen allows to quickly and efficiently schedule labor. It is broken into two main sections:

Operations section - At the top of the screen, this section contains menus and search fields that help in scheduling labor and changing 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

Operations section

Option	Description	Notes
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
Filter	Opens the Labor Selector dialog box.
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

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