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How do I view shifts by position in the schedule?

Using your organization's positions to filter shifts

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Written by Charles Vallières

The schedule allows you to plan your schedules by position so you can quickly see whether your positions are filled.


Activate the view by position

To access the view by position, simply select the Position option in the Manage by filter to the left of the calendar. You can then create your shifts for each position.


Creating shifts while viewing by position

Important: The shift will initially be created as an open shift (unpublished), which will allow you to confirm which employees are available to work it.

Simply create the shift, then you can choose whether you want to leave it as an open shift or assign it to someone.

  1. Click on the plus (+) icon in the desired day to create a new shift.

  2. Enter the start and end times.

  3. Any other relevant options such as breaks, tasks, notes, and so on.

  4. To finalize:

    1. Click Create to leave it as an open shift; or

    2. Click Create and transfer to select whom to assign it to.

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