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View shifts by Position in the Schedule

How to use the view by the positions in your organization.

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Written by Charles Vallières

The Schedule allows you to plan your schedules by position so you can quickly see if 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IMPORTANT: The shift will initially be created as an open shift (unpublished), which will allow you to confirm which employees are available to work it.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 + 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, etc.

  4. To finalize:

    1. Click Create to leave these as an Open shift

      Click Create and transfer to select who this will be assigned to.

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