Schedule Xpress comes with a set of system default layouts that organizes the info that is to be displayed in the schedule grid. Although system layouts cannot be deleted or modified, users can create their own by using a system layout as a starting point.

The Layout section (Settings -> Layout Manager) is where the user has the ability to modify how they see information on the main screen of Schedule Xpress.

Note: System layouts cannot be modified. To create a custom layout, clone an existing layout and make the necessary changes. 

Page Organization

The Layout Manager option currently has only Timeline View Layouts. Calendar View Layouts will be available at a later date. The rest of this document will look at Timeline View Layouts.

Once a user enters the Timeline View Layouts section, they will be presented with all of the layouts available to them (1). Clicking on the dropdown allows the user to select which layouts will be available on the schedule grid. Click on the box to the left of the name to select or deselect a layout.

To set a specific layout as the default, click on the star (2) that appears just to the right of the layout name and to left of the double-sided arrow icon. The layouts can be reordered by clicking on the double-sided arrow and dragging the layout up or down in the list (3).

Timeline View Layouts

Layout Grid

This section is used to specify high-level settings for the layout including:

• Shift length
  • Choice between having the shift fill the whole day regardless of its length or to have it fit proportionally to the day. For example, if you have an 8 hr shift, the bar denoting the shift can fill the whole day or it could fill 1/3 of the day (proportional).
• Work Hours
  • Specify the length of the work day.
• Work Week (currently not available)
  • Specify the start and end of the work week.

Collapsible Table Options

This section allows you to specify how you can manage data for better viewing. The Table Header Grouping section allows a user to group the items based on the set criteria and collapse it when viewing shifts. This allows you to see shifts in different ways and is especially useful when you have a lot in your view.

The Table Header Display option gives the user the ability to select the info that will be shown as the label at the top of the section.

Row Header Options

The Row Header Group allows the user to specify which columns of info will be inserted into the layout.

The Row Header Display specifies the columns that will be inserted into the schedule grid in addition to the shift info.

Row Header Display Mode shows the info either as separate columns (table mode) or as info stacked one on top of each other in a single column (list mode).

In some layouts, users can show employee time-off and availability. The option to enable or disable this info depends on the layout selected. 

Shift Sort & Display Options

The Shifts Sort Order allows shifts that have all of the same criteria to be sorted in a specific order.

Shift Display info allows users to select which info will be shown in the shift cell. Users can also choose to see the label for the field by selecting the toggle for Show Shift Labels in the Layout to yes. If labels are to be shown in the shift, "Show Shift Info Labels in the Layout" should be set to Yes.