Please note that Shift Management is not available for the the Starter Package
Job Filters
To filter the Shift Planner, use the Filter button located at the top right of the "Top Half" containing the Client Shift Jobs:
From here you can define the filters to reduce the number of Shift Jobs appearing on the screen, including:
| Client Name |
This is a "contains" filters so will show all Shift Jobs for Clients containing the letters you enter |
| Job Name |
This is a drop down list of all Jobs relevant to the current week allowing you to work Jobs individually |
| Location |
This is a "contains" filters and allows you to filter on all Jobs in a given location, e.g. "New York" |
| Owner |
This filters the Jobs based on the Ownership of the Jobs allowing for example, you to work only your own Jobs |
| Department |
This filters the Department for the Jobs so if you only want to see, for example, Retail, Hospitality or Healthcare Jobs, you can select that here |
| Roster Status |
This provides a simple way to show only those Shift where pending issues or unfilled shifts exist, offering the following options:
|
Clicking the Go > button will apply the filters and the Reset button will reset all filters, presenting all Jobs for the current week.
Status Filters
There is also a Status filter which is a multiple select filter and can be applied over the top of the Job filters above:
This allows you to hide or show all cards with the selected (or unselected) statuses. In the example above we are hiding any card with either "Planned" or "Contacted" status from the Shift Planner. This is very helpful for de-cluttering the Shift Planner when working with many Shifts.
Clicking the "All Statuses" option will reset this filter showing cards of any status.
Candidate Filters
There is also a Candidate Filter that shows a list of all Candidates within the current week's planner:
This allows you to narrow down the Shift Planner to a single Candidate, which is helpful if for example, addressing a clash for a specific Candidate.
Click the "All Candidates" option will reset this filter showing all Candidates again.
Please note that Shift Management is not available for the the Starter Package