A) Why Use Filters
Most action buttons in Agendrix rely on filters. If you have filters activated, the following functions will only work on shifts in accord with them:
Publishing
Printing
Copying
If you also only want to see certain employees it will give you the desired view.
B) Where are the filters
Filters are always on the left of the Scheduler
If your working screen is under 16 inches or your screen in. zoomed in, you will be able to access by clicking on each icon.
C) Location filter
You can switch between you locations under the "location'' filter
D) Positions filter
The first filter you can use is the Position filter.
Each position selected will show up in the scheduler (1), the others will be left out or their shift will be pale (2). More on managing positions here.
E) Display filters
Under the "Display" section you will find additional filters.
Shifts:
Hide background shifts: Will complete hide pale shifts outside your filters;
Hide open shifts
Filter only main position: Combined with a position filter, will only consider this position if it is set as the main position in the employee profile.
Group by position
Employees:
Employees with shifts: Will only show scheduled employees (with shifts)
Employees without shifts: Will only show employees not scheduled (without shifts)
All
Time Off:
Show
Highlight
Send to background; will appear paler
Budget :
Show budget
F) Advanced Employee Filter
An advanced filter with a search bar is displayed on top of the employees' name list.(Orange box) Here are some advanced commands:
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