Calendar View
Calendar View
As part of the release 8.12 Calendar view will be available for all users in Schedule Xpress. Below is some information on how Calendar view works and situations where it will be useful.
What is Calendar View?
Calendar view is another view option available in the schedule tab that gives greater flexibility in how information is presented.
This is most useful for companies looking to see an overall view of a month that shows how many shifts are in each day period.
We do not recommend using the weekly or daily view for shifts with more than 5 in a given day. This is best used with filtering in place to view specific schedule on a weekly or daily basis.
Upcoming release will have a PDF that can be sent to employees or managers giving an overview of the time period
Adding Calendar Views
Go to Settings --> Layout Manager --> Calendar View Layouts
Once there, you will see the existing calendar "Demo Layout" that is used as the first view by default and used to set all others
To add all additional, select clone when in "Demo Layout" view. Please note "Demo" cannot be deleted.
Create a name and description to accurately present the calendar view:
Adjusting Settings
Once the clone has been created, create create custom views within the Calendar View Layout manager. These can vary from the hours you want presented to the shift display that can be displayed.
Hint: This is a great feature to use if you plan on using calendar view to distribute schedules to employees or staff members.
Add any important information you may want them to see in a PDF version of their weekly schedules. * This feature will be available in future release.
Once added, your new calendar view will be added to the list.
Viewing and Editing Calendar Views
You will then find any added views in the list of layouts visible. You can default your most used view by marking it with a star. This will then be the default you see.
Changing Between Time Line View & Calendar View
Once back in the schedule view, to change between the classic time line view and calendar view, select the view type and choose between the two options. Any views that have been set up as outlined above will show up.
You can switch back to classic view at any point. Only views set up in the Layout Manager will be visible under both Timeline and Calendar view. The reason for this is that some views, such as those with 100's of shifts, may not be visually useful when presented in the calendar view.
Adjusting Width and Height of Schedule blocks
Exactly as it is in the Timeline View, adjust the dimensions by clicking on the adjustment icon.
Use: Monthly View (Recommended Use)
The most recommended use of the Calendar View is to see a snapshot of the monthly view:
If there are more than 4 shifts on a given day it will be presented with a x more:
Overnight Shifts
Any shifts going over 12:00 am and splicing between 2 days will be presented in the monthly view going across both date ranges for best visual representation and provide a visual to the scheduler that the shift will push into the next day.
Use: Daily or Weekly
Calendar view can be used for weekly and daily views as well.
We only recommend this view for when less than 5 shifts will be displayed each day. Otherwise we recommend using filtering for best visual experience.
Filtering with Calendar View
Calendar view works great with the filtering abilities in the schedule view. Use filters to create custom views from specific client sites, employees, and more.
For example, the view for just our star employee Charlie Clark:
In upcoming releases this information will be pushed to PDF to provide to clients and employees.
Limitations
Please note: Custom date range is not currently available with Calendar view, only the predefined in the list. This is to ensure best user experience and ideal visual experience.
For questions or feedback, please e-mail our support team at support@celayix.com.
Stay tuned for all our new and exciting features coming out later this year to make your employee scheduling easier than ever before.