Why use filters?
Most action buttons in Atlas Scheduling rely on filters. When you have active filters, actions like the below apply only to the shifts you've filtered:
Publishing
Printing
Copying
Example: If you're working on creating and publishing schedules for the position of client success representative, and you've filtered to this position, when you click Publish, it will publish only the shifts you've chosen to filter.
If you also only want to see certain employees, the filter will give you the desired view.
Where are the filters?
Filters are always on the left of the schedule.
If your working screen is under 16 inches or your screen is zoomed in, you will be able to access menu options by clicking on each icon.
What are location filters?
You can switch between your locations under the Location filter.
What are position filters?
The first filter you can use is the Position filter.
Each position selected will show up in the Schedule
The others will be left out or their shift will be unchecked.
Learn more about managing positions here.
What are display filters?
Under the Display section, you'll find additional filters, most of which are self-explanatory.
Shifts
Hide background shifts: Hides unchecked shifts outside your filters.
Hide open shifts
Hide training
Hide confirmed shifts
Filter only the primary position: Combined with a position filter, will only consider this position if it is set as the primary position in the employee profile.
Group by position
Freeze open shifts row: Keeps open shifts visible even when you scroll down.
Highlight incomplete tasks
Employees
All
Employees with shifts: Only shows scheduled employees (with shifts).
Employees without shifts: Only shows unscheduled employees (without shifts).
Time off
Show
Highlight
Send to background: Makes time off appear paler than regular shifts.
Budget
Show budget
What are advanced employee filters?
An advanced filter with a search bar appears at the top of the employee list (see the purple box shown below). Here are some advanced commands:
Whatever you type in this bar will be searched in the employee name and profile's notes.
Separating items with a comma (,) works as or in the search. Example: Searching "Kevin, Julia" yields a result of all employees with the names Kevin or Julia.
Separating items with a plus (+) works as and in the search. Example: Searching "lead+CPR" yields a result of all employees with both "lead" and "CPR" in their profile (positions and notes).
