Staff schedule
Depending on the screen resolution, the tool bar at the top of the page may not display all the options introduced here. In this case, on the right of the tool bar you will see a button which contains the additional tools.
By default at the first opening the filter window is displayed.
Filter
The staff schedule can be filtered to display only a part of information.
For that purpose, click on "Filter" in the tool bar at the top of the page in order to access to the filter settings.
Select the content of a setting by clicking on , cancel the selection by clicking on
.
Area |
The list contains |
Staff department / Team |
- Staff department : you may select staff members from the chosen staff department(s). - Team : you may select staff members from the chosen team. |
All |
All selected departments. |
Add |
Add a department to the list. |
Click on "OK" to apply the filter.
Warning : no staff member is selected by default, you have to open the "Select" zone below the menu bar to check the staff members to be displayed.
Schedule displaying management
Move the schedule displaying with and
on the both sides of the date.
You can zoom-in with and zoom-out with
.
Select the displayed period with the tabs presents overhead the schedule : "Day", "Week", "Month", "Timeline week" or "Timeline month".
The figure which precedes the period indicates the number of units (for example "2 | week" will show the staff schedule during two weeks).
If the schedule isn't fully displayed, you can scroll it by using the scroll bars down and on the right.
The presence/absence periods usable on the schedule appear on the left, it is possible to hide them by clicking on "Hide the list".
To display them, click on the button on the top left of the schedule.
Schedule input
The are two modes to fill the staff schedule :
- Use typical periods :
- create typical periods in the liste on the left of the screen. Click on "Add" below typical periods and name the new period.
- create presence/absence ranges clicking on "Add a range". You can duplicate the current ranges to a new day by clicking on "Duplicate".
- Apply the defined periods to the schedule by dragging them onto the first day of the desired range.
- Once the periods are on the schedule, you can drag them on right-click them to copy/modify/delete the period.
- Create specific periods :
- Select a range on the schedule then right-click to "Create" a specific period.
- the operating mode is the same as creating a presence/absence range above.
- Click "OK" to apply the period to the selected range.
Selecting a range also allows you to right-click and :
- "Edit selection" : opens the selected range for modification.
- "Delete selection" : empties the selected range.
- "Copy selection" : copies the selected range to be pasted elsewhere.
- "Duplicate selection" : applies the selected range to other ranges and/or other staff members :
- Between two dates : apply the periods between the two selected dates.
- Staff member : apply the periods to the schedule of the selected staff member(s).
- Apply the creation for the public holidays : apply the periods even on public holiday days.
Reset
Click on "Reset" to remove presences and absences from the schedule.
Select :
- Between two dates : periods between the two selected dates will be deleted.
- For the year : periods in the selected year will be deleted.
- Staff member : the removal of the periods will apply to the selected staff member(s).
Click "OK" to confirm the removal.