This article will show you what kind of filters Agendrix offers and how to use them.
A) Where are the filters
Filters are always on the left of the Scheduler.
*If your working screen is under 16 inches or your screen is zoomed in, you will be able to access the filters by clicking on each icon.
B) Why use filters
Filters are a great way to manage your schedule. You can:
Change the employees you see in the scheduler
Use actions like Copy, Print and Publish on filtered items
C) Location filter
You can switch between your locations under the "location'' filter
D) Positions and Sub-positions filter
One or more positions can be selected at the same time, showing you the employees with shifts associated to these positions only.
If an employee has shifts associated with two or more positions, the positions that were not selected in the filters will be greyed out. It is possible to hide the greyed out shifts with the "Hide background shifts" filter.
E) Display filters
Under the "Display" section you will find additional filters for shifts and employees
Shifts:
Hide background shifts: Will complete hide greyed out shifts
Hide open shifts: by default, open shifts are always displayed. If you want to hide them, select this filter
Hide training: You can hide training shifts by selecting this filter
Filter only the primary position: Combined with a position filter, it will only consider this position if it is set as the main position in the employee profile.
Group by position: employees will be displayed by position
Freeze open shifts row: the open shift row will stay at the top of the scheduler, even when scrolling down
Highlight incomplete tasks: you will be able to see shifts with incomplete tasks. All other shifts will be greyed out
Employees:
All: will show all employees
Employees with shifts: Will only show scheduled employees (with shifts)
Employees without shifts: Will only show employees not scheduled (without shifts)
Employees with this primary location: will only show employees who have this location as their primary one
Time Off:
Show: all time offs will be shown alongside shifts
Highlight: shifts will be greyed out
Send to background: time offs will be greyed out
Budget :
Show budget: here is the article on our budget tool
F) Employee search bar
A search bar is displayed on top of the employees name list.
Whatever you write in this bar will be searched in the employee name and profile's notes
If you separate items with "," it will work as "or" in the search. For example: searching for "Kevin, Julia" will yield a result of all employees with the names Kevin or Julia
Separating items with "+" will work as "and" in the search. For example: writing "lead+CPR" will yield a result of all employees with the words "lead" and "CPR" in their profile (positions and notes)
G) People data (Plus plan)
To create HR fields, see the article here