The Job Scheduler’s List View is a great way to gain a better understanding of your shift and employee allocation in your admin dashboard. Here, you can see the number of planned hours while considering all of the shift’s relevant details. With the ability to change the view and filter information, you can grab exactly the information you need to view scheduling history, export data for invoicing, and plan future schedules better.

In this article, we'll go over:

To access all of this information, enter the relevant Job Scheduler, click on View Options, and select the List view.

On this screen, you'll see according to the set view shift information such as the assigned user, shift title, job, date, shift times, tasks, and more!

By changing the view in which you're seeing the shift information, you can work with the data that's most important for your business's needs. For example, the default view ‘by user’ provides a breakdown of shifts according to the user assigned to the shift. This way you can see the amount of work planned for each user and ensure a fair allocation of shifts. The view ‘by job’ provides a breakdown of shifts according to the assigned job, useful for viewing a breakdown of planned hours per job, to ensure you have invested an adequate amount of resources for each job and covered all bases. Additional views offered like ‘by shift title’, ‘date’, or layers are more ways to understand your resource allocation.

You also have the option to filter information and change the selected date range to view a broader or more narrow range, for example for a specific date or for a whole month.

To export this information, click ‘Export’ at the top right of the window. It'll download an Excel spreadsheet so you can save a record and send it to relevant stakeholders, such as clients or upper management.

While in the list view, if you're seeing there are some shifts that you need to edit or delete, you can do so right from this screen. To edit or delete a shift, hover over the shift line and click on the arrow. Select Edit shift or Delete shift.

The list view is the place to make sure your schedule planning makes sense, that your resources are allocated appropriately, and where you can pull history on past shifts or jobs. Here are some examples of how you can maximize the list view's fullest potential.

If your company does not track time using Connecteam's Time Clock, the Job Scheduler's list view is the perfect alternative for tracking worked and planned hours. If you have enabled the 'check-in' and 'completed' options, you can see the total hours worked on the shift and get insights about the planned versus actual hours worked. Learn how to enable check-in and completed options.

If your company works with clients, the list view will give you the information you need for invoicing. Pull data for each client by changing the view to see a breakdown by client name. Then, export this information to provide the client with the total hours worked on the job versus planned, the employee who worked each job, tasks completed, et cetera.

To standardize your exports, make sure the client name is consistently listed as the job or shift title.

💡 Tip: By default, the list view will show you all shifts (draft and published, assigned and unassigned). Filter to only see the types of shifts you need, for example, only published shifts with assigned users.

Starting Guide to the Job Scheduler

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.