View Schedule Information
Heads up! Watch a related video, "View Schedule Information".
Scheduler provides tools to let you drill down for more information about employees, shifts, and paycodes.
Glances & Tool Tips:
- To get basic information about an employee, a shift, or a paycode, position the cursor over the scheduling item in the schedule grid. A tool tip appears which contains additional information about the schedule item.
- To add or modify a schedule item, right-click the item. A glance with information and action options appears. Select an action from the glance view.
- When viewing the current schedule, both open shift and self-scheduled requests appear in bold on the current schedule. When you access the glance, a message at the top of the glance indicates where the request was derived. For example, "This shift was requested via open shift request."
- For Self-Schedule and Open Shift requests, after the manager modifies the request, the requests no longer appear in bold, and the message is gone from both the tooltip and glance.
View Employee Details:
A set of Dataview columns containing additional employee data may be configured for your schedule planner. Using the following controls, you can show or hide all the configured columns, or show and hide only a selection of the configured columns.
Controls are located above the Name column.
- Select Column Display to select which configured columns you want to make available for display.
- Select Apply.
- At the top of the column, which is just to the left of the first displayed day, select Expand to show all the available columns or Collapse to hide them.
- To change the width of a column, drag the edge of the column header.
Sort Employees:
By default, the employee rows are sorted by employee Name, in alphabetical order. You can also sort the employee rows according to the contents of any of the columns currently displayed.
- Select the column header to sort by the data in that column in alphanumeric order. An up or down arrow in the header indicates the current sort order, ascending or descending.
- (Optional) Select the column header again to reverse the sort.
- (Optional) Select the check box next Name to display a sort option menu. Choose from the following options:
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- Select All
- Unselect All
- Sort Selected First. When you check one or multiple employees and select Sort Selected First, your selected employees move to the top of the list.