The Daily View by Shift

 

ByShift View

 

The Daily View by Shift presents scheduling information in a spreadsheet-like format that lists each shift down the leftmost column, days across the topmost row, and the Employee/Position Chooser along the rightmost column. Combinations of work hours for each shift can be totaled horizontally for all employees assigned to it. Total work hours and assigned employee/on-call head counts are totaled vertically for all shifts.

Each cell corresponds to a specific shift and date. Employees' shift assignments are shown in the cells of the table in a stacked format. Multiple shift assignments in a single day are allowed, but if an employee is scheduled to work a shift more than once, a will be displayed and it is up to you to resolve the conflict.

You can configure the Daily View by Shift and your settings will be saved until you modify them again. You can also perform many schedule view functions that are common across the schedule views, including the Daily View by Shift.

Assigning employees to shifts

Employee's assignments are shown in cells under the days in the Daily View by Shift. There are four ways to make shift assignments. You can select one or multiple cells. Drag the mouse from the bottom-right corner of a cell to select as many dates as you want to schedule. You can also use the keyboard to select multiple dates by holding down the Shift key and pressing the arrow keys to move around.

  1. Drag an employee from the Employee Chooser and drop it into a cell.

  2. With cell(s) selected, select an employee in the Employee Chooser, and click Assign.

  3. Right-click cell(s) and select Shift Assignment, then click Assign Employee, choosing an employee.

  4. With cell(s) selected, click in the menu bar, and assign an employee.

Creating an open shift based on employee position

You can create an open shift on any cell by a similar method to that of assigning specific employees. There are four ways to create an open shift based on an employee position. You can select one or multiple cells. Drag the mouse from the bottom-right corner of a cell to select as many dates as you want to schedule. You can also use the keyboard to select multiple dates by holding down the Shift key and pressing the arrow keys to move around.

  1. Drag a position type from the Position Chooser and drop it into a cell.

  2. With cell(s) selected, select a position type in the Position Chooser, and click Create Open Shift.

  3. Right-click cell(s) and select Create open shift, choosing a position type for the open shift.

  4. Click  next to in the menu bar, and select Create an Open Shift, choosing a position type for the open shift.