Filter View

Use the Manage tab to search for the employees. Find the right people with the right skills at the right time.

  1. Open the Manage tab:

  2. Click and select the work area that you want to work with:

    3. Note:

    • By default, your previously selected work area is preselected.
    • If you only have access to a single calendar, this is pre-selected when the screen loads. There is no need to select a calendar.
  3. Select the calendar that you want to work with:

    4. Note: By default, your previously selected calendar is preselected.

  4. Select Today or use the date navigation tools to select the dates that you want to view:

    5. Note: You cannot navigate to a new week until the information for the week which is currently shown is fully loaded. The navigation buttons are temporarily disabled to prevent multiple weeks being loaded at the same time.

    All teams published in the selected calendar are listed.

  5. Click ... in the top left of the header and select Filter View.

    6. A popup window is displayed:

  6. Use the checkboxes in each section to select the Job Title, Skill and Shift that you want to search for. Search for multiples in any of these sections if required.
  7. Click Find.

    8. The filter is applied to the calendar.

  8. Change your selections if no employees are displayed. Click Clear Selections and start again.
  9. Click Exit to close the window:

  10. Use the Group Change feature to add a variance to your selection. The filters are automatically applied the employees listed in Group Change.