The Job Scheduler makes it effortless to create shifts or dispatch jobs for your team. Enhance overall efficiency by working with the 'Group by' view. This option allows you to focus on the relevant group at a time. It provides a more focused and efficient dispatching process by enabling the grouping of schedules by location, department, role, or any other custom selection.
In this article, we'll go over:
Using the 'Group by' View
Once you've accessed your schedule, click on View Options, then on Group by. When doing this from the User view, you can choose to group shifts by smart groups or custom groups. When doing this from the Jobs view, you can only choose custom groups.
If this is the first time you are changing to the 'Group by' view, you will be prompted to review and add new groups. Rename the existing groups by hovering over the name and clicking on the pencil icon, or click Add Group to add a new group. Click Confirm to save changes.
Adding Users/Jobs to Groups
The Users view will allow you to add users to groups, while the Jobs view will allow yo to add jobs to groups. To add users/jobs to a group, go to the desired group and click Add user/jobs to the group. Mark the ones you want to add and click out of the box to save them.
Please note: Each user/job can only be placed in one group. Users and jobs that don't belong to any groups will automatically appear in the 'Ungrouped' section at the bottom.
Another option to move users into a group is to hover over the name of the user, click the three dots, and choose Move to Group. Then, choose which group to move them to.
💡 Tip: Want to make the process of adding users to groups faster? Filter the schedule to only view users who meet specific criteria and quickly assign them all by marking 'Select all'.
For example, I want to add everyone in the Bartender's smart group to the Bartender's custom group. To do so, I chose to filter users for 'Group + Is + Bartenders'. This narrowed down the list of users only to users in the Bartenders smart group, and then I added them all at once by marking 'Select all'.
Editing groups
To make changes to groups, click on the Settings icon.
To delete groups, click on the trash can icon.
To rename groups, hover over the group name and click the pencil icon.
To reorder the groups in the schedule, hover over the group name and drag and drop it in the desired order.
💡 Tip: Collapse groups to work with a cleaner view and focus on scheduling for one group at a time. Take the example below from the Jobs view, where we've created custom groups based on the morning, evening, and weekend shifts to ensure all essential jobs are covered for each. You can collapse all but one so that you focus on them individually to maintain order.
*The Group By view is available from the Operations Advanced Plan*
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