View more details

Scheduler provides tools to let you drill down for more information about employees, shifts, and paycodes.

Glances and tool tips

To get basic information about an employee, a shift, or a paycode, position the cursor over the item. A tool tip appears. To take action, right-click the item. A glance with information and action buttons appears.

To get information or to take action on an employee, a shift, a paycode, or an empty cell, tap the item: a glance with additional information and action buttons appears.

Note: For employees with multiple assignments:

In the Employee glance, the employee's default assignment is displayed. An employee's default assignment is the highest ranked assignment that you have access to through your organizational set in your Employee Group and based on the selected location.

In the Day glance, the employee's assignment associated with the schedule entity (such as the shift, paycode, or schedule tag) is displayed.

When shifts have been modified but not yet saved in the Schedule Planner, the glance and the tooltip display the message "This item has unsaved changes".
On days that contain a day divide between a signed-off pay period and an open pay period (when an employee has a non-midnight day divide configured), action buttons are available in glances only for the schedule items that start in the open period. Edits are not allowed for schedule items in a fully signed-off or partially signed-off pay period.
When shift swaps are made by an employee's approved swap request, a swap shift icon and the message "This shift was swapped" displays in the shift glance and tooltip.
Shift that are self-scheduled by the employee display the message "This shift was self-scheduled" in the shift tooltip and glance.
A calendar icon and the message "This shift was requested via open shift request" displays in the shift glance and tooltip to indicate when open shift requests were made by employees.
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" or "This shift was self-scheduled".
For Self-Schedule and Open Shift requests, after the manager modifies the request, the request no longer appears in bold and the message no longer displays in the tooltip or the glance.
The Day glance displays information to indicate how availability displayed in the Schedule Planner was created:
- For availability created by a Schedule Pattern rollout, the message "Availability was created by a Schedule Pattern" is shown.
- For availability manually created by the manager — such as an Availability Override, a Pay Code edit with an associated Availability, an Enter Time Off with a Pay Code associated with Availability, or an employee's approved Time-off request with a Pay Code associated with Availability — or by an employee's approved Availability Change Request, the message "Availability was created either manually or by Availability Change Request" is shown.

Detailed employee information

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.

For employees with multiple assignments: Any assignment-specific dataview columns that are configured to display in the Schedule Planner are populated with data corresponding to the employee's default assignment. An employee's default assignment is the highest ranked assignment that you have access to through your organizational set in your Employee Group and based on the selected location.

Note: When the Scheduled Weekly Hours column is configured, it displays the total scheduled hours for employees per week when the loaded symbolic time frame or date range in the Schedule Planner is a multi-week period. Total hours for each week appear separately in the column with a dash between them. For example, if you load a three-week period and the employee works 32 hours in the first week, 42 hours in the second week, and 40 hours in the third week, the Scheduled Weekly Hours column for that employee displays 32:00-42:00-40:00. If an employee has no scheduled hours for a specific week, the hours for that week display as 00:00. If the schedule is loaded using a symbolic time frame (such as Previous Schedule Period, Current Schedule Period, or Next Schedule Period), the week starts on the same day as the Schedule Period. If the schedule is loaded using a date range, the week starts on the day configured for First Day of Week in System Configuration > Locale Policy. For example, if you select a date range that starts on a Wednesday, and the first day of the week is set to Sunday, the weekly hours are calculated for that week for Wednesday through Saturday.

Controls are located in the black cell at the top of the Name column.

Click Tap Column Display to select which configured columns you want to make available for display. Click Tap Apply.
To change the order in which the Dataview columns are displayed, click tap Column Display , then click tap Reorder Columns. Use the arrow icons to move the columns up or down in the list, or click to drag and drop a column in the list. Click Tap Apply to save your changes.
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.

Column selection and column sizing settings are saved in your browser cache and are retained when you log out of a session and log back in. They are saved until you explicitly change the settings or until you reset your scheduling personalization settings.

Sorting 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.

Click Tap 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) Click Tap the column header again to reverse the sort.
(Optional) Click Tap the box next to Name for a menu to Select All, Unselect All, or Sort Selected First. If you check one or multiple employees, and click tap Sort Selected First, your selections move to the top of the list.