Step-by-Step Instructions
1. Navigate to the Schedule page
On the left side of your screen, click Schedule. At the top of the page, choose your preferred view — Day, Week, or Month — and select the date range you want to work with.
2. Select the three dot button in the top-right corner, then select Customize
3. Turn off the Group By Staff Member toggle
This setting controls whether all staff members for the selected position(s) will appear on your schedule, or only the ones who have scheduled shifts.
After you've made the change, click Done.
Note: After you disable the Group by staff member toggle, a new setting titled Shift Box Content will appear. You can change this to control whether the shift boxes on your schedule display the name of the employee assigned to the shift, or the start and end times of the shift.
4. Set your Schedule to group by Area
Near the top-right, click the + button to choose what parameter to group your schedule by. For this example, we will select Area, but you can also group by Position, Shift, Time of Day, or any combination of the four.
Note: If you want to add additional groupings, you can simply click the + button again to select another one.
Your schedule will now display only the shifts that are scheduled, grouped by the different areas you have set up within your selected department!
