Filters and views in shift rotations
What can you filter by in shift rotations?
Above the shift rotation, you can set filters to limit what is shown in the plan.
You can filter by:
- department
- project
- employee
- employee group
This makes it easier to work with large shift rotations, especially if the shift rotation contains many employees, departments, or projects.
How to reset filters
If a filter has been set in the shift rotation, you can remove it again with the Reset option.
Use Reset when you want to return to the standard view without filtering.
How to save a filter
If you often use the same filter, you can save it.
How to do it:
- Set the filter you want in the shift rotation.
- Click Save.
- Give the filter a name.
- Use the saved filter the next time you want to show the same selection.
This is useful if you often work with the same department, project, employee group, or selection of employees.
The saved filter can be used in shift rotations, operational plan, dashboard, among other modules.
Viewing options in shift rotations
You can find viewing options by clicking the eye icon at the top right corner of the shift rotation.
There you can choose what you want to see in the shift rotation.
The viewing options are:
Option | What does it mean? |
|---|---|
Show original worktime | Shows original working hours in addition to current working hours for shifts that have been adjusted. |
Use custom colors | Shows colors on shifts from the selected source. |
Use custom sorting | Allows you to set your own sorting for employees in the shift rotation. |
Show original working time
The Show original working time option is used when you want to see both the original working time and the current working time on shifts that have been changed.
This can be useful when you want to check which shifts have been adjusted.
Use custom colors
The option Use custom colors displays colors on shifts from the selected source.
You select the color source by clicking on the color icon next to the display options.
Examples of color sources can be:
- shift type
- competence
- overtime
This makes it easier to get a visual overview of the shifts in the shift rotation.
Use custom sorting
The Use custom sorting option lets you control the order in which employees are shown.
When custom sorting is enabled, you get separate fields for setting the preferred sorting for employees.
To change the sorting, click the pencil icon to the left of the employees.
When should you use filters and viewing options?
You should use filters and viewing options when you want to:
- find the right employee faster
- work with one department at a time
- see only employees in a specific employee group
- check shifts linked to a project
- see changes in working time
- use colors for a better overview
- sort employees in an order that fits your workflow
Important to remember
- Filters only change what you see in the shift rotation.
- Filters do not delete or change shifts.
- Saved filters make it faster to open the same view later.
- Viewing options control how the shift rotation is shown on screen.
- Custom sorting affects the order in which employees are shown, not the content of the shifts.
Frequently asked questions
What can you filter by in shift rotations?
You can filter by department, project, employee, and employee group.
How do you remove filters in shift rotations?
You remove filters by clicking Reset.
Can you save a filter in shift rotations?
Yes. You can save a filter by clicking Save and giving the filter a name.
Where do you find viewing options in shift rotations?
You find viewing options by clicking the eye icon on the upper right side of the shift rotation.
What does show original worktime mean?
It means that the shift rotation shows original working time in addition to current working time on shifts that have been adjusted.
What does use custom colors mean?
It means that shifts are shown with colors from a selected source, for example shift type, skill, or overtime.
What does use custom sorting mean?
It means that you can decide the order in which employees are shown in the shift rotation.