Viewing Options in the Job Scheduler

At Connecteam, your job schedule is your go-to for keeping track of who is working which job and when. It also helps you gain valuable and necessary information, such as when your employees prefer to work and their unavailability. As more information gets added to the schedule, things can get messy and difficult to understand. That's why our Job Scheduler has different viewing options, displaying only the information you need most efficiently.

We want you to be able to view your schedule in a way that is most convenient for you. For this reason, we created different viewing options. To find the View options, enter the Job Scheduling feature found in the left sidebar, enter the relevant schedule, and navigate to the View options button at the top of the schedule.

💡 Tip: To remove users from the schedule, you will need to edit assignments to un-assign them.

In this view, you can see the schedule by jobs, with the jobs displayed on the left side in any order of your choice. This option helps you make sure there is never a job without a shift attached to it! 

To sort/re-order your jobs on the schedule, click on Jobs, then on the three dots on the top left side of the modal, and choose how to sort them alphabetically, by creation date, or in a custom order of your choice.

In this view, you can also easily and quickly assign users to shifts using a drag-and-drop option. To do so, click on the Users tab on the right side of the schedule and drag and drag the user onto the desired shift.

💡 Tip: Jobs can be set as anything you want, including clients! To learn more about setting up jobs, please refer to our article Your Guide to the Job Schedule.

Layers are a great tool that allows you to add information to users’ shifts. Layers can be anything you want them to be, from jobs to positions in the company, resources, tools, and more. By viewing the schedule by layers, you can dispatch your equipment correctly.
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The example below shows the layer as iPads. By using this view, you can ensure that no two iPads are being used at the same time and that no employee is left without an iPad.

To learn more about Layers, have a look at our article on how to Use Layers in the Job Schedule.

The list view in the Job Scheduler is a great way to see your shift allocations by job, shift title, users, dates, and more! To access the list view, click on View options and choose Open list view. You have the option to view by users, job, shift title, date, and layers.

Sorting shifts allows you to sort the schedule's shifts in the way that's most comfortable for you to work with. You can choose to sort them by time, job name, or shift title. For instance, if a user has a few jobs to get to throughout the day, you can sort them by time to easily organize them.

The Group by option in the Users view allows you to categorize users by different groups to help you focus on the relevant group at a time. Learn more about this view here.

The schedule gives you additional viewing options and information beyond simply viewing shifts. Besides viewing your schedule by jobs, users, or layers, you can also minimize the schedule or select which capabilities you want to display and which to hide. Let’s go over these capabilities and how they look in the schedule itself! 

To get to the additional view options, click on ‘View options’ at the top of the schedule and toggle on or off the options you want to view in the schedule. Each admin can also prioritize their most-used view settings and pin the options most relevant for them, as shown below. 

This lets you know that your employees are unavailable to work. Unavailability can be set as either all day or for specific hours.

In the schedule, unavailability is displayed in red. Unavailability can also be marked by an availability flag, which appears if you schedule a user to work on a day they are marked unavailable. Hover over the availability flag and all the details of the unavailability will appear.

To learn more about unavailability, check out our Starting Guide to Unavailability.

When toggled on, conflicts tell you that something is incorrect with your schedule! Perhaps you scheduled somebody for two shifts at the same time, or maybe they are scheduled when they marked themselves as unavailable. In the schedule, conflicts are displayed by a red flag with an exclamation point in the upper right corner of the shift. When hovering over the exclamation point, information regarding the conflict will appear.

As you can see in the example below, the user is scheduled for the same shift twice, and thus a conflict appears.

If the Enable cross-schedule considerations option is turned on in the Job Scheduler settings, you can see employees' shifts across all schedules they are assigned to. Toggling this view helps you plan across schedules, and to be aware of any scheduling constraints or conflicts, regardless of which schedule they were marked on.

In the example below you can see that a user is already scheduled for shifts in a different schedule, allowing you to click on it in order to view the shift details. 

Please note: This capability is available from the Expert Operations plan.

This capability allows you to visually display open shift requests on the user's schedule directly, where you can then accept/decline the request as needed. If a user claims an open shift that needs admin approval, the shift will appear in a dashed frame within their row on the schedule. To approve/reject the request, simply click on the three dots in the top right corner and choose the correct status.  

Adding daily notes on the company schedule allows you to keep other admins and users informed and prepared for the day ahead. It can be used to display any kind of information or instructions, such as upcoming holidays, notify staff of last-minute changes or issues, motivate your workforce, and much more.  

Weekly totals are a great tool to track staffing levels and to easily spot gaps in your schedule. It allows you to view weekly hour totals, including the number of shifts and users, as well as the number of published/draft and assigned/unassigned shifts per week. Hover over each of the categories (hours, shifts, and users) to view a total breakdown for each.

This view allows you to add another layer of information to view about each user. Toggle it on, select a user profile field from the list, and you'll see it below each user's name. This is helpful if you need just a little more information about each employee, to prevent mistakes in assignments and improve efficiency in scheduling.

Connecteam’s schedule has a powerful filter, enabling you to filter for specific information. If you want to only view jobs without shifts, available users, a specific piece of information in a layer (such as a truck or iPad), and much more then you should be using the filter.

The schedule filter can be found at the top of the schedule page:

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.