We understand the challenges that come with managing a complex schedule, especially when dealing with a large number of employees and multiple jobs to dispatch. The endless factors to consider, such as who's qualified for what job, scheduling gaps, and unfilled positions, can make the task overwhelming.

That's why we developed Quick Filters! Quick Filters lets you effortlessly browse a selection of filters and apply them instantly, without needing to customize conditions like you can with Advanced Filters. Say goodbye to scheduling headaches and hello to an efficient and effective scheduling experience.

In this article, we'll present some practical uses to show how Quick Filters can help you properly plan and dispatch shifts, from start to finish!

Seeing all users assigned to a schedule at once can be overwhelming and hard to work with. To work with one group of users at a time, filter by smart groups, user profile fields, or tags. This is also useful if you need to publish shifts for specific users only. In this example, we're filtering for the New York smart group to view only employees who work at that branch.

Start planning your schedule by assigning shifts to users who asked ahead of time to work on certain dates and times. Filter by ‘Prefer to work’ and select all week, a single day, or choose multiple days.

To avoid mistakes and confusion by handing out shifts to unqualified users, you can easily filter for only employees who are qualified for a specific job in the right location. In the example below, we're filtering to view only users who are qualified for the Bartender position in the New York branch.

To continue working on dispatching jobs that haven't been assigned or published yet, you can make sure that nothing falls between the cracks by filtering in the Jobs view. To do so, click on View options and select View by jobs. Choose the jobs you want to check for and filter the shifts to only show unassigned and draft shifts. In the example below, I created a shift for a bartender, but at the time of creating the shift I didn't know who to assign it to. Now I can go back to this shift and continue filling in the relevant details.

To avoid last-minute surprises and prevent no-shows, multi-select the shift status for ‘draft’, ’unassigned’, ‘unclaimed’, and ‘rejected’ to see shifts that ought to be problematic so you can avoid last-minute surprises and prevent no-shows. In the example below we want to make sure that all bases are covered with our waiters, so we filtered for shifts assigned to Waiters that were rejected.

Filter today's schedule to check up on the status of your team's shifts, and view who has checked in for their shift. This option is only available if the Time Clock and Job Scheduler are not synced.

Job Scheduler Filters

Advanced Filters: Practical Uses

Viewing Options in the Job Scheduler

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