Business View
Updated
by
Leigh Hutchens
You can make smart staffing decisions with Business View. Business View offers managers deep visibility and control over team schedules, making it easier to find the information you need and take action quickly.
Business View – organize schedules by shift type
Business View gives managers deep visibility and control over team schedules.
You can easily access Business View from the Display options panel within the Schedule tab. Toggle between Schedule View and Business View depending on your needs. In Business View, schedules are organized by shift type, offering a clearer snapshot of staffing across your business.
Scheduling options available in Business View
- Accessible on multiple views: Business view is available on daily, weekly, monthly, or custom views. Note: Business view will not be available on the district level, but you can still see the data on the unit or section level.
- Multi-criteria scheduling: Seamlessly organize and view employee schedules by shift type to match your business structure and quickly identify coverage needs.
- Deep insights at a glance: Compare schedules across groups of shifts to immediately spot gaps, reduce inefficiencies, and align staffing with strategic goals.
- Enhanced decision-making tools: Go beyond basic filters with advanced viewing options that help assess group performance and make smarter, data-informed decisions faster.
- Optimized staffing levels: Avoid overstaffing or understaffing by ensuring the right people are in the right place at the right time with improved schedule visibility.
What you'll see in Business View
Business View gives you a clear, structured snapshot of staffing across shift types—so you can quickly spot gaps, understand coverage, and make fast, informed decisions. Shifts are grouped by shift type, with assigned employees, unassigned slots, shift details, and daily headcounts visible at a glance. Use collapsible groups to focus on what matters most.
Business View offers a structured, at-a-glance overview of staffing across multiple shift types, making it easier to plan effectively and act fast:
- Shifts grouped by type: View shifts organized by categories like Managerial, Production, Night Shift, etc., for a more intuitive schedule layout.
- Employee assignments: Each shift displays the name of the assigned employee—or "Unassigned" if open. This makes it easy to spot coverage gaps.
- Assigned shift counts: Grey numbers appear on each shift to show how many people are working each day, within each shift group. A dedicated KPI provides the total assigned shifts per group, so you don’t need to count manually.
- Detailed shift information: See shift times, hours, section, assigned employee, and any comments directly on each shift for instant context.
- Collapsible shift groups: Shift types listed on the left-hand side can be expanded or collapsed for faster navigation and a cleaner layout.
Interacting with Business View
You can interact with Business View in the same way you do with Schedule View:
- Drag-and-drop shifts: Reassign shifts on the fly by dragging and dropping between days or employees.
- Use replanning tools: All standard replanning tools are available to help you close gaps and optimize your schedule efficiently.
- Note that if you have more than 25 shifts in one day, we will show first 25 and then you will need to click on Show more.
Common customer pain points addressed by Business View
Business View directly supports key workforce planning challenges:
Customer concern | Business View solution |
“Do I have 100% coverage across all types of shifts today?” | Shift counts and clear grouping help confirm full coverage. |
“Am I under- or over-staffed anywhere across the business?” | Easily spot staffing imbalances by shift type and day. |
“Am I happy with the employee mix working on the same shifts?” | Assigned names on each shift let you assess team composition. |
“Have I addressed unassigned shifts in the areas I need them most?” | Unassigned slots are clearly marked for fast follow-up. |
“Have my staff been allocated to the right shift type?” | Grouped views make it easier to verify proper allocation. |
Why it's useful
You can organize employee schedules by various criteria, like shift type, section, or team, with business view.
- Gain deeper insights: View and compare schedules from different perspectives to identify gaps, optimize staffing levels, and align with business objectives.
- Improve operational efficiency: Ensure the right people are assigned to the right shifts, reducing understaffing and overstaffing.
- Streamline decision-making: Move beyond basic filters and leverage comprehensive views to assess group performance and plan confidently for evolving business needs.
Help us improve
This view is still being developed, and your feedback is essential. As you begin using Business View, please share your experiences—what’s helpful, what’s missing, and what could work better.
