Schedule view
Updated 2 months ago
by
Leigh Hutchens
In the Schedule view, you can see, for example, shifts and employees. Specify what you would like to see using the date picker and filters (please see separate article about filters):
You can easily change the day, week, month, and custom views easily by clicking the icons on the upper left side of the schedule:
Bank holidays and special days
Bank holidays
Bank holidays set up globally or on unit groups are visualized as follows:
- In the day view: As a red "badge" next to the date.
- In the weekly and monthly view: The weekday and date are colored red; the red "badge" appears on hover.
If you want to know more about configuration of bank holidays, please see Bank holidays documentation.
Special days
Special days are visualized as follows:
- In the day view: As a grey "badge" next to the date.
- In the weekly and monthly view: A grey line runs below the weekday and date; the grey "badge" appears on hover.
If you want to know more about configuration of special days, please see Special days documentation.
Examples bank holidays and special days
Day view
Monthly view
Employees
Scheduled employees are displayed on the left-hand side in the schedule view. You’ll find the name and picture of the employee, as well as the figures you configure using Employee list display options, as described below.
In this example, Charlotte is scheduled 48.5 hours in the schedule period but should be scheduled 40 according to her agreement. Her scheduled hours exceed her nominal hours by 8.5 hours. Kyle is scheduled 20 hours, which is in accordance with his agreement. He is scheduled zero hours less than he should be.
You can use the default schedule view, as described above, or you can use Employee list display options, described below, to configure exactly how you'd like your employees and metrics to appear in schedule view.
Employee list display options
You can use Employee list display options to configure exactly how you'd like your employees to appear in schedule view:
Employee basic information in schedule and base schedule
You can view basic information about an employee in schedule and base schedule. Click on the employee's profile picture in the schedule and base schedule view, and you'll be able to see the following information:
- Employee metrics
- Badge number
- First and last name
- Nominal/scheduled hours
- Phone number
- Email address
- Home district
- Home unit
All of the actions found under the three dots can also be found in the pop up:
Employee sorting
The default sort order of the schedule, except for unassigned shifts, is the shift's start time. The shift that starts earliest is on top of the schedule. You can easily change the sort order by clicking on the sorting drop-down menu.
You can choose which way you'd like your employees to be displayed in the schedule.
- Start time: Sorts on the start time of the first shift of the period.
- Employee name A-Z
- Employee name Z-A
- Diff of Scheduled/Nominal Hours: This option will place the employees who need more hours to reach their nominal hours at the top of the schedule.
Read more about sorting here.
Employee metric calculation period
You can also choose for which period the metrics for all of the employees on the left-hand margin of the Schedule should be displayed.
The selectable periods are:
- Selected period: This is the period you’re currently viewing in Schedule.
- Schedule period: This is configured in Account settings > Agreements > Agreement template.
- Balance period: This is configured in Settings > Agreements > Agreement template.
The numbers displayed under an employee's name will change depending upon your selection. For instance, Gregory's numbers change depending on:
Selected period:
Schedule period:
Balance period:
Read more about employee metrics in schedule here.
Metric display mode in Schedule
In the Employee list display options, you can configure how to display agreement metrics under the “Metric display mode” heading:
- Totals
- This displays the totals for scheduled hours and nominal hours across agreements.
- Note that if there are parallel agreements that have different schedule or balance periods, and schedule period or balance period respectively is selected as metric calculation period, a badge saying “Different periods” will appear here since summing them would be misleading.
- By agreement
- This displays the scheduled hours and nominal hours as one row per agreement. Just as in People and the metrics panel, main agreements are color coded dark blue and non-main agreements are color coded turquoise.
- When the “Diff. of scheduled/nominal hours in calculation period” sorting option is selected, the actual sorting of employees in the left-hand margin is still done according to hours across agreements.
In both of the above cases, the metrics by the employee avatar now also display with a percentage sign indicating the percent of nominal hours that are currently scheduled. In some cases, the percentage doesn't appear fully - we'll address this shortly.
Metric
You can select which metric to display data for by your employees’ pictures in the schedule.
The “Scheduled hours / nominal hours” metric is default for now. Later this year, Quinyx will remember this and many other of your settings in the view.
Hour count on schedule items
You can view the hour count on shifts, tasks, and punches in the schedule view. You'll be able to see how many hours a shift, task, or punch is on the actual item:
The agreement setting "Calculate breaks as working time" and advanced settings on the shift "Count as schedule hours" and "Count as worked hours" is taken into consideration in the calculation.
Notice of Interest (NOI) and leave requests
You can easily view NOIs and leave requests in the Schedule view.
Loading indicator
The top bar in Schedule features a loading indicator. It appears as a blue, spinning circle in the top bar:
The loading indicator will appear as long as Quinyx is working on fetching and displaying new schedule items and/or employees. It won't, however, appear when you remove or rearrange data, such as when you filter out data already present in your schedule or when you edit sorting mode in your schedule.
Week number
You'll find the week number above the actual schedule:
Quinyx displays week numbers in all date pickers throughout the application:
Good for you to know; there are two settings that impact week numbers:
- Unit setting "First day of the week".
- Language setting. Depending on country, week numbers can be counted in different ways, if you change the language from Swedish to US English and you'll understand this.
Unassigned shifts
Unassigned shifts no predefined color but are shown at the top of the Schedule View. If an unassigned shift is of a Shift type that has a color, the unassigned shift will be of that color.
You can collapse the unassigned shifts row in the Schedule view by clicking on the arrow next to the unassigned shift text in the Schedule view:
How do I assign an unassigned shift to an employee?
- Select the unmanned shift to open the "Edit shift" side panel.
- Click "Assign employee" on the right hand side.
- Select the employee of your choice.
Employees are sorted by availability first. Note that if an employee is unavailable, the "row" is slightly greyed out. See below:
- Click "Save".
Lock schedule period
It's possible to lock a period in the schedule view in Neo.
Go to Schedule in the top navigation bar, click on the three dots and then Lock schedule.
Select a to date where all schedule data (shifts, punches, absences) will be locked backwards in time. You can't make any changes in a locked period, except to attest, unattest punches and absences and adding/editing of manual salary types.
A locked schedule is visualized with a white/pink border between the schedule and the toolbar. You can see the date to which the schedule is locked on the left hand side:
You can't add/edit/delete a manual salary type in a locked schedule period:
Daybreak
Schedule and Base schedule still look to the business daybreak. Read more about daybreak here. We're carefully investigating changing the logic.
