Shift Requirement Filters in the Schedule Grid

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Table of Contents

• Section 1: Introduction
• Section 2: Step-by-Step Guide
• Section 3: Additional Resources

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Section 1: Introduction

To enhance the schedule balancing process and increase efficiency, you can enable the option to display staff shift requirements directly in the Schedule Grid. When toggled on, shift requirements will appear beneath each staff member's name, providing a clear, at-a-glance overview of who is meeting their assigned shifts and who is not. Additionally, you can filter to highlight staff who haven’t submitted shift preferences.

Your selected filters will remain applied to that schedule until you remove them, even if you navigate away from the Schedule grid.
 

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Section 2: Step-by-Step Guide

View Shift Requirements:

Step 1: Click on the filter button on the left side of the Schedule Grid

Step 2: Toggle “Show Requirements” on

Filter by “No Preferences”:

Step 1: Navigate to the top of the Schedule Grid 

Step 2: Check the box that says “Show staff with no preferences only”

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Section 3: Additional Resources

Need more help?

Our support team is here to help! Reach out by texting or calling us at 727-777-7391, or email us at [e-mail] for further assistance.

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