How To Filter The Scheduler

Goal

• How to add or remove certain information in the Scheduler

Environment:

• Push Web App

Process:

1. Click the Scheduler tab 
2. On the left-hand navigation bar, click Weekly Schedule
3. On the right side, click Filters
4. In the pop-up page, check or uncheck the box that corresponds with either of the following:
5. Availability, Worked, Time Off, Day Shifts, Night Shifts, Other Shifts, Events, Weather, Comments, Summarize Costs, Shift Tags, Revenue Centers, Departments, or Sub Departments

6. Under Positions, click the drop-down menu and select the specific Positions or leave blank for all

7. Under Employee Sorting A-Z: Update the order of Employees by Position in the Scheduler from A-Z

8. Under Employee Sorting Z-A: Update the order of Employees by Position in the Scheduler from Z-A

9. Under Employee Sorting Custom: Update the order of Employees unique to your own list (available through the Employees or Employees Unique View)

10. Once done, click Close

Additional Information

Certain information under Filters requires features to be set up in Push. Please review the articles listed below to best assist you.

When Employee Sorting Custom is enabled, please click the left side of the box where the employees name is listed and drag and drop where you wish to order the employee.

• Availability: Add or Remove the employee's weekly availability information

• Worked: Add or Remove the employee's clock entry times (Approved, Unapproved, or Pending)

• Time Off: Add or Remove the employee's Time Off information or Pending Away

• Day Shifts: Add or Remove the shade difference between Day and Night Shifts (Set under Scheduler Settings)

• Night Shifts: Add or Remove the shade difference between Day and Night Shifts (Set under Scheduler Settings)

• Other Shifts: Add or Remove the grey shift that appears for employees with multiple Positions

• Events: Add or Remove Calendar Events and employees birthdays (Set under Scheduler Settings)

• Weather: Add or Remove the Weather information (Set under Company Setup)

• Comments: Add or Remove comments that were inputted under a Shift

• Summarize Costs: Add or Remove the Summarized Costs when Costs is enabled

• Shift Tags: Filter the Schedule by Shift Tags or leave blank for all

• Revenue Centers: Filter the Schedule by Revenue Centers or leave blank for all

• Departments: Filter the Schedule by Departments or leave it blank for all

• Sub Departments: Filter the Schedule by Sub Departments or leave blank for all

• Positions: Filter the Schedule by Positions or leave blank for all

• Employee Sorting A-Z: Update the order of Employees by Position in the Scheduler from A-Z

• Employee Sorting Z-A: Update the order of Employees by Position in the Scheduler from Z-A

• Employee Sorting Custom: Update the order of Employees by Position unique to your own list

Please note that only Super Administrators and Team Administrators with permission to View and/or Update the Scheduler by Position(s) can filter the Scheduler.

Related Articles

• How To Add A Calendar Event
• How To Update An Employee's Availability
• How to Adjust Scheduler Settings (Notifications, Preset Labels, etc)
• How To Create A Scheduler Preset
• How To Add / Adjust A Revenue Center
• How To Create A Department
• How To Create A New Position
• How To Create Shift Tags