Filter the Schedule View/Printout 

 

All Schedule Views and the Employee List can be filtered to display only certain Positions, groups of Positions (locations), Categories, groups of Categories etc. 

NOTE: if you find that shifts are missing, or not all of your shifts are being displayed, be sure your Positions and Category dropdowns are set to "All Positions" and "All Categories."

 

Filtering the Schedule View not only changes the display and printout but also changes what is affected when you perform functions such as Import, AutoFill, Clear/Delete, Save Template etc.  

 

Filtering is done using the dropdown menu boxes in the upper right of the Schedule view pages and Employee List.

Categories - use of categories is optional - if you have created Categories and set shifts to be in those categories you can choose any one or group of categories to be displayed.  If you choose a Category and then a Position the view will be limited to only those shifts in both that category and that position. 

Positions - choose which position you want to be displayed on the screen or Select/Group Positions to show groups of positions. 

Include - this dropdown appears on the Sortable List and Multi-Shift Edit Views and allows you to show 

All Shifts 

only Unassigned Shifts 

only Preplaced Shifts (ex. "Pinned Employees")

only AutoFilled Shifts 

To filter a Schedule View: 

From any Schedule View 

In the Positions and/or Category dropdown choose the Position/Category that you want to display

The view will change to only include those shifts (the dropdown will be highlighted to remind you that you are filtered.)

Note that the By Employee view is unique - as it will show all shifts for those employees who can work that position (including shifts for other positions).

You also can use the Search button on any weekly Schedule View - which allows you to set different options and then show a list of shifts that match. 

 

Related Topics: 

Searching for Shifts 

Filtering to Show Preplaced Employees