The Scheduler page shows work schedules for all employees in a monthly calendar grid. This article explains the layout, navigation, and display options.
How to open the scheduler
Click Scheduler in the left sidebar.
Layout
The scheduler shows one month at a time:
Each row represents an employee
Each column represents a day of the month
Shifts and absences appear as colored blocks in the grid, using the color assigned to each shift/absence type
Employees can be grouped by department and division. You can also reorder employees using custom sort orders.
Navigating between months
Use the left/right arrows at the top to move to the previous or next month. Click on the month name to open a month picker for quick navigation.
Template sidebar
The left side of the scheduler shows a template sidebar with two sections:
Absences — available absence types (with a + button to add new types)
Shifts — available shift templates (with a + button to add new templates)
You can click or drag templates from the sidebar onto the schedule to create events quickly.
Display settings
You can change how shift blocks are displayed in the calendar. Options include:
Start/End times — show the shift start and end time on each block
Duration — show shift duration in hours
Object — show the work site/location name
Initials — show the shift template initials
Blank — show colored blocks only with no text
Summary columns
Next to employee names, configurable summary columns display:
Scheduled hours — total planned hours for the month
Overtime — overtime hours based on the schedule
Period hours — hours for the accounting period
Filtering
Use the filters at the top to narrow the schedule view:
Sub Type — filter by specific shift or absence type
Objects — filter by work site/location
Employees — show specific employees
Departments — show specific departments
Right-click context menu
Right-clicking on any cell or shift gives you quick actions: Add, Edit, Delete, Copy, Paste, Publish, and Unpublish.
Publishing and printing
The Publish button in the toolbar publishes the schedule, making it visible to employees. The Print button generates a printable schedule report that can be grouped by alphabetical order, division, or work object.