Schedule view
Updated 3 weeks 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).
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.
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.
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.
- Click "Save".
Lock period
It's possible to lock a period in the schedule view in Neo.
Go to Schedule in the top navigation bar, click on More and 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.
Daybreak
Schedule and Base schedule still look to the business daybreak. Read more about daybreak here. We're carefully investigating changing the logic.
