ShiftPlanning provides a fast and intuitive interface to schedule staff, and with today’s release of ‘scheduler filtering‘ things just got a whole lot easier! Schedule filters are an easy way to quickly zone in on specific shifts within the timeline.
You’ve always been able to filter quickly be location/position through the schedule change menu, but you can now apply a different set of rules on-top of this.
Here is a look at what this new filter option looks like, and below we’ve outlined the different individual options as well as how you can best take advantage of them.
Filter by Employee
The most useful filter is the ability to narrow down on individual employees or employee. This will allow you to quickly navigate through the scheduler only viewing their staff specific data.
Filter by Secondary Location
You can now filter by secondary locations allowing you to quickly visualize/group shifts that are assigned to that location. With our broad platform we have clients in all different types of industries and it’s exciting to see how this filter is being applied across different industries. Here are a few examples that we’ve seen from our clients.
- Food & Beverage / Catering
Secondary locations are being used to assign locations, or ‘jobs’ to shift times. With the new location filter you can now quickly group these shifts together.
- Job Sites / Projects
Another unique use we’ve seen for our secondary locations is assigning them as job sites & projects to then assign different staff against them. For example a client ‘install’, or ‘construction project’ might require a group of different staff positions to get the job done. With this filter you can now group these shifts together to more easily view/manage these projects/jobs.
This is one of my favorite use cases, as it truly illustrates the flexibility of our platform. Using secondary locations to assign an ‘asset’ to a shift. For example our clients in industries like limousine / delivery / etc, are using the secondary location to assign ‘vehicles’ to shift times. With the new filters they can now quickly filter in this case based on ‘vehicle’, knowing how many hours that vehicle has been scheduled, etc.
Filter by Shift Type
ShiftPlanning now provides the ability to quickly filter shifts on the scheduler based on the following criteria:
Open Shifts – Shifts that contain open slots
Empty Shifts – Shifts that have no staff assigned.
Incomplete Shifts – Shifts that have either no staff assigned or still have extra slots open.
Filter by Search Term
The Shift Notes & Title field are also a flexible option in our application that allow clients to communicate different details alongside shift times. You can now add a filter to the schedule based on a search term across these two properties. This will help you quickly zone in on shifts of a certain series, or that match different different search terms.
Whenever a filter is on, we’re essentially ‘hiding’ shifts from display. We felt that it was important to communicate this visibility to you when you’re within the scheduler. This is increasingly important once filters are turned on, and you are navigating through the scheduler. We’ll let you know how many shifts are being filtered out from the display, with the option to click on the new ‘status bar’, to open up the filter options, to turn them off for example.
In the effort to improve visibility even when filters aren’t turn on, we now display a similar status message when you’re in the ‘employee’ mode. The employee mode shows shifts that are already assigned to a staff member(s), which means that any ‘un-assigned’ shifts will be hidden from view. We now will show you how many shifts that we couldn’t display in this mode. Clicking on this message will bring you to the ‘position’ view where you can quickly see these empty positions.
Known Limitations & What’s coming
We’re aware of two limitations that are currently being worked on by our development team:
- Copy Schedule – Doesn’t adhere to this second filter level, and currently works like before on the location/position filter.
- Print schedule – Doesn’t adhere to this new filter level and will operate the same as before.
We’re working to resolve these two limitations as well as rolling out a more robust print experience over-all to include new views, and better consistency between the print views and the actual schedule views themselves.
We hope you enjoy these updates! As always, please feel free to let us know of any questions, comments, or concerns. For more information about setting up a ShiftPlanning account, reference the guides below: