View & Template Options

1

Saved Views Selector

All saved Views made for the Schedule Calendar. Selecting a saved View will set View and Sort settings for the Schedule Calendar.

2

Saved Views Action Buttons

• Default - When clicked, the selected View is set as the User's default View

• Save - Click to save any changes made to the View and Sort settings for the selected View

• Plus - Click to create a new View with the current View and Sort settings selected

• Transhcan - Click to delete the selected View

• X - Click to set the View and Sort settings to the saved default View. If no default View is saved, the system default View is used

3

Weather

When checked, the weather for the Location (based on the zip code on the Location Address on the Location Record) will be displayed in the date header.

Weather is only displayed when viewing the Schedule Calendar by week.

4

Events

When checked, any posted Events will be displayed in the header.

5

Advanced Metrics

When checked, the Advanced Labor Metrics will be displayed on the Schedule Calendar. Options include the following:

Labor

• Burdened – Labor Estimates are calculated using (Employee Hours * Pay Rate) + Employee Benefit percentages (per the Location Record). Management Estimates (including Management Benefits) are included.
  

• Unburdened – Labor Estimates are a straight calculation of Hours * Pay Rate for all Employees. No Management Estimates or Benefits are included.

Sales

• Gross Sales - Gross sales, including discounts, is displayed for actual sales and forecasted sales.
  

• Net Sales - Net sales, excluding discounts, is displayed for actual sales and forecasted sales.

6

Home Store Only

When checked, only Employees who have the selected Location set as their default Location will be displayed, regardless of if they have an assigned Shift during the selected week or day.

7

Scheduled Employees

When checked, only Employees that are currently scheduled with at least one Shift during the selected week or day will be displayed.

8

Sort Selector

The sort order of rows on the Schedule. Options include:

• Start Time (Earliest - Latest)

  This option will only appear when viewing the Schedule by 'Day'. If two or more Employees start at the same time, those Employees will be listed alphabetically by first name.

• Start Time (Latest - Earliest)

  This option will only appear when viewing the Schedule by 'Day'. If two or more Employees start at the same time, those Employees will be organized alphabetically by first name.

• Name (A-Z)

• Name (Z-A)

• Most Scheduled Hours

• Least Scheduled Hours

1

Scheduler Template Selector

The Schedule Template to be updated, copied, deleted, or used.

Each time a Scheduler Template is used, the system will compare any availability changes and Employee requests to listed Shifts. If a Shift is in conflict, it will be moved to the 'Unassigned' section of the Schedule.

2

Template Action Buttons

Use - Populates the selected Schedule with the shifts from the selected Scheduler Template

Save - Updates the selected Scheduler Template with the Shifts from the selected Schedule

Copy - Copies the selected Scheduler Template

Plus - Creates a new Scheduler Template with the Shifts from the selected Schedule

Trashcan - Deletes the selected Scheduler Template

3

Prior Week

Populates the schedule with shifts from a selected prior week.

Selecting a date will open the 'Prior Week Use' settings window.

1

Departments/Jobs Selector

By default, all shifts are populated to the schedule. When departments or jobs are selected, only shifts associated with those departments/jobs will be populated to the schedule.

2

Exclude Unpublished Shifts

When checked, unpublished shifts from the selected week will not be published to the schedule.

3

Include Shift Notes

When checked, all notes on shifts from the selected week will be copied to the corresponding shifts on the new schedule.  

4

Add To Button

Add shifts associated with the selected departments or jobs to the selected schedule.

5

Overwrite Button

Overwrite the selected schedule with shifts associated with the selected departments or jobs.