The Timeline Scheduling screen

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 - Under the operations section, 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-pane schedule view) 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? When I open Timeline Scheduling, the left pane defaults to Jobs and the schedule pane is empty (until I select a date range).

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	Undoes most recent action.
Gear	Opens drop-down menu to select the following: 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	Opens drop-down menu to select the following: Group by Job - Select to display the list of jobs in the left pane. Unfilled Shifts - Select to display all unfilled shifts for jobs in the left pane. Group by Employee - Select to display the list of employees in the left pane. Show Statistics - Select to display statistics in the left pane. Each statistic type is associated with a group of jobs. Click the rotating area to open the list of jobs associated with the statistic type. Statistics types include: System Planned Hours - Need to define. Manager's Planned Hours - Need to define. Scheduled Hours - Need to define. System Planned Coverage - Need to define. Manager's Planned Coverage - Need to define. Scheduled Coverage - Need to define. Coverage Percent - Need to define. When using single-pane schedule viewing, this drop-down menu allows you to select the viewing criteria you see in the left pane. When using dual-pane viewing, use this drop-down menu to select what criteria appears in the top schedule pane.
Bottom	Opens drop-down menu to select the following: Hide - If using dual-pane schedule view, select to hide bottom pane and return to single-pane schedule view. Group by Job - Select to display the list of jobs in the left pane. Unfilled Shifts - Select to display all unfilled shifts for jobs in the left pane. Group by Employee - Select to display the list of employees in the left pane. Show Statistics - Select to display statistics in the left pane. Each statistic type is associated with a group of jobs. Click the rotating area to open the list of jobs associated with the statistic type. Statistics types include: System Planned Hours - Need to define. Manager's Planned Hours - Need to define. Scheduled Hours - Need to define. System Planned Coverage - Need to define. Manager's Planned Coverage - Need to define. Scheduled Coverage - Need to define. Coverage Percent - Need to define. When using dual-pane viewing, use this drop-down menu to select what criteria appears in the bottom schedule pane.	The Bottom drop-down menu applies only to the dual-pane schedule view.
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. Use this dialog box to filter what types of job and employee groupings appear in the left pane. For more information, see Labor Selector dialog box - field descriptions.
Calendar selection	Opens 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 :

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.

Jobs, shifts, employees, and statistics listed in this pane are READ-ONLY.

Schedule pane

Schedule for 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.