🔓 Access level in Planday: Administrator, Schedule manager
🌐 Subscription plan: All
ℹ️ Important read: Scheduling explained ; Schedule - FAQs and troubleshooting
⏱️ Reading time: 3 min.
✅ Required steps: Create or edit shifts.
What are Schedule filters?
Schedule filters allow you to identify specific shifts, colleagues, or groups on your schedule. Filters can be applied to all views and timeframes of the schedule, allowing you better insight while creating or viewing schedules.
Filters don't modify the schedules, which means you can review and explore your filters without worrying about changes to the schedule.
How to apply filters on the schedule
The Filters button is located at the top right of the Schedule page. Click on it to reveal the panel showing you all the available filter options.
You can apply the following filters on the schedule:
Employees - Filter by selecting a single employee or select multiple employees. You can also filter by Sections within the employee filter. This is useful for temporarily hiding certain employees from the schedule.
Positions - If you use Positions, you can filter the schedule based on your added Positions and Sections.
Employee groups - Filter based on Employee groups.
Shift type - This setting lets you filter for shifts from various Shift types such as Normal, Sick, Leaves, or any other custom shift types.
Status - This lets you filter shifts between Shift states such as Open, Requested, Not requested, Assigned, Approved, and For sale.
Shift times - Filter by specifying shift start and end timings. For example, you can type 8 in From to show all shifts starting from 8:00 in the morning.
Skills - Using the Skills feature, you can filter the schedule based on specific skills. This is an optional feature.
Tips for using filters
Quick access: Press Shift + F to open or close the filter panel instantly.
Combine filters: Apply multiple filters at once to narrow down the view and focus on specific shifts.
Search smarter: Use the search bar within each filter to quickly find what you need.
Print with filters: Go to Tools > Export this view to print the schedule exactly as filtered.
Persistent settings: Your filter selections are saved in your browser. If you leave and return to the Schedule page, the same filters will still be applied.
Hide empty rows: Turn on this option to simplify the view and focus only on employees with scheduled shifts.
Reset view: Click Reset all to clear all filters and display the full schedule again.
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