Updated Schedule Experience

Updated 2 weeks ago by Shiftboard Support

The schedule page has been updated to enable filtering from anywhere on the page and more flexibility!

Employee Filtering

There are two ways to filter for employees. You can use the quick search under the Employee List to search by last name or employee ID, or search for multiple employees through the employee filter in the left side panel.

View Types

Secondary Positions and Certifications will only be relevant views if you have these features enabled on your site.

Once you choose the View Type, choose the duration you wish to see. Previously you were limited to predefined durations. Now you can choose any integer allowed for the view type, with standards for each at the top.

Filtering

You can filter by multiple employees or multiple teams to give you an easy view of requested trades or possible reassignments to fill gaps.

To clear employee filtering, click the X and apply to show all employees again.

Additional Context

Users can choose to see additional information about employees within the employee list on the schedule. Depending on your organization's configuration, you can choose to view volunteers, bids, refusals, or work records within the employee's shift/leave cell.

These options are on the left filter panel just above the Apply button.

Once enabled, you will see the various icons populate within the employee's schedule if utilized. To see more details, click on the icon to expand the results.