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 in the most efficient way.
Now, let's dive deeper into these viewing options. In this article we'll go over:
The Basics: View by Users, View by Jobs, and View by Layers
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 your schedule and navigate to the ‘View options’ button at the top of the schedule.
View by Users
In this view, you are able to see the users on the right side and the corresponding shifts in the schedule.
💡 Tip: To remove users from the schedule, you will need to edit assignments to un-assign them.
View by Jobs
In this view, you are able to see the schedule by jobs, with the jobs displayed on the right side. This option helps you make sure there is never a job without a shift attached to it!
Pro Tips: 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.
View by Layers
Layers are a great tool allowing 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.
The example below shows the layer as iPads. By using this view, you can ensure 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: Check Your Planned Hours
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.
Other View Options
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. Toggle on or off the options you want to view in the schedule.
This lets you know when your employees prefer to work, enabling you to schedule them accordingly and avoid unnecessary complaints or conflicts. When the work preferences view is toggled on the work preferences are displayed in green and can be set by the user as all day or specific hours.
As seen in the example below, when a shift is scheduled on a day marked as preferred to work, a green flag will appear in the bottom left corner indicating the user prefers to work. Hover over the green flag to see the full details of the user's work preference.
To learn more about work preferences, check out our article on Allow Users to Set Their Preferred Work Hours and Unavailability.
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 scheduled 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.
To learn more about conflicts and how to resolve them, be sure to check out our article on Schedule Limitations and Conflicts.
If you have the setting 'Enable conflicts with other schedules' enabled in the Job Scheduler setting, you can view cross-schedule events. When users are assigned to more than one schedule, it'll show you when they have a shift on another schedule or marked themselves as unavailable. 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 unavailable on one day and has a scheduled shift on another in a different schedule.
Please note: This capability is available from the Expert Operations plan.
Weekly totals is 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.
Additional User Info
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.
Filter to Gain Specific Information
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:
To learn more about filtering in the schedule, read our article on Job Scheduler Filters.
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.