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Filtering the scheduler

How to filter positions and employees in the scheduler

Mark Borham avatar
Written by Mark Borham
Updated over a week ago

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:

  1. Change the employees you see in the scheduler

  2. 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

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