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How to use Schedule filters

How to use Schedule filters

Learn how to apply filters to the schedule to find specific shifts easily and review your schedule without making changes.
Saad Saeed avatar
Written by Saad Saeed. Updated over a week ago

🎯 This article is for Admins and Schedule managers.

Get familiar with creating Shifts to make full use of this feature.

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. You can also pick multiple employees to show on 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.

💡 Good to know

  • Save time by using the keyboard shortcut Shift + F to open or close the filter drawer quickly.

  • You can simultaneously apply multiple filter options to narrow down only the shifts you would like to see.

  • You can also choose to print the schedule, with filters applied, by going to Tools > Print schedule.

  • Your selected filters will remain applied to your account as a browser setting. If you browse away from the Schedule page with the filters applied, your filter selections will stay if you return to the page.

  • Lastly, you will find an option to hide the empty rows of the schedule, so you can focus on the shifts you have selected and an option to clear all your filters by pressing Reset all to show everything again.

Planday EN Screenshots for HC.001.png

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Please search for answers in the 🔍 Help Center or watch our ▶️ video tutorials.
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