Before you start
You need a Scheduler or Administrator role to access the Schedule page.
Select your department and position filters on the left side of the page before grouping — Group by arranges the staff already visible, it doesn't change who appears.
Add a grouping
Go to Schedule in the left navigation.
In the top right corner, click Group by.
Select one option: Shift, Time of day, Position, or Area
Select the desired departments and positions to display
The schedule reorganizes immediately into labeled sections based on your selection.
Note: By default — with no grouping selected — the schedule lists staff in alphabetical order based on the department and position filters active on the left.
Add more groupings
You can stack up to four groupings at once.
Click the + button to the right of the active grouping chips in the top right.
Select another option from the list.
Groupings work left to right — the leftmost chip is the top-level section, and each chip to its right creates a subgroup within it.
Example: Shift on the left and Position to the right first divides the schedule into shift sections (AM, PM, NOC), then shows position groups (Certified Nurse Assistant, LPN, RN) nested inside each shift.
Note: Using all four groupings is possible, but the schedule can get hard to read. Start with one or two, and add more only if you need the extra breakdown.
Reorder or remove groupings
To reorder — click and drag a grouping chip left or right. The leftmost chip is always the top-level grouping.
To remove one — click the × on that chip. The schedule returns to the previous arrangement.
To clear all groupings — remove each chip one at a time.
The "No Shift Template" group
When you group by Shift, a No Shift Template section may appear. This section holds shifts that were created with a custom start and end time instead of a named shift template (like AM or PM).
A shift in "No Shift Template" is not broken or wrong. It works exactly like any other shift — it just doesn't match a named template, so Veras groups it separately.
Common questions
Q: What's the difference between Group by and the filters on the left?
A: Filters determine which staff members appear. Group by determines how they appear. Use both together — filter to narrow the list, then group to organize it. See How to use the Schedule Filters for more on filters.
Q: Can I change the order my groupings are stacked?
A: Yes. Click and drag a grouping chip left or right to reorder it. The leftmost chip is always the top-level grouping.
Q: Does Group by affect what prints?
A: No. Group by only changes how the schedule looks on screen. Print settings are configured separately — see How to Print the Schedule.
Q: Why do some staff members show up under multiple sections?
A: A staff member appears in each section that matches one of their shifts. If someone has both an AM and a PM shift in the same period, they'll have a row under both the AM group and the PM group — this is expected.
Q: Why aren't my budget indicators showing up?
A: Budget indicators only display when the grouping matches the budget method your community is using.
Headcount, Staffing Ladder, and Ratio are shift-based budget methods — they display indicators when grouped by Shift, but not by Time of day.
Hours and PPD are time-of-day-based budget methods — they display indicators when grouped by Time of day, but not by Shift.
If your indicators are missing, check that your active grouping aligns with your budget method. You can confirm which budget method your community uses in Settings.