Workforce Schedule View

Reference, schedule and transfer workers quickly. Save views for easy access.

Contents

Navigation

Expand Worker

Cursor Tools 

View By

Zoom

Related Articles

Stale Jobs

Painting Schedules

Navigation

The Workforce Schedule View is located under Workforce in the left side Navigation Menu

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Expand Worker

1. Click the dropdown arrow next to a worker’s name to expand their card. 
2. Click the dropdown arrow next to absences to view their absences and absence types. Click the arrow again to collapse this list. 
3. Click the dropdown arrow next to Job History to see this worker's job history. Click the arrow again to collapse this list. 
4. Hover to the right of "Jobs" then click on "Add Job". Search the job you'd like add this worker to then click on that job.

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Cursor Tools 

The Cursor Tool changes the action your cursor performs in the Gantt Chart

• The Plus Sign will paint schedules when you click and drag in the Gantt
• The Trash icon will delete schedules when you click and drag in the Gantt
• The Double Arrow icon will transfer a worker through a date range when you click and drag

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View By

• Use the "View By" option in the top left corner of the table to sort how your workers are displayed. 

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Zoom

• Configure the zoom level to fit your needs
• Zoom level is captured with the Saved Views feature

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