Search for Shifts
You can search for shifts based on certain criteria from most schedule views. This can be handy, for example, for viewing a list of all shifts for an individual employee in the next month or for a date range.
To Search for shifts: From any weekly schedule view: - Click Search to open the Search window
- Change the settings to narrow your search (ex. Published or Unpublished)
- Enter a word or phrase to search for in the description if appropriate
- Choose the date range to search
- Choose a Category, Position, and/or employee (deleted employees are at end of list)
- Click Search
The list of shifts that match that search will appear in the same window below. Clicking any of the shifts will open a new window with information - Click the employee name to bring up the View Employee Details window
- Click the date to go to that day in the schedule
- Click any other part of the row to go to the Shift Change window so that you can make changes to the shift
Example Uses for
Search
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- list one employee's shifts for the next month
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- view one employee's shifts for a certain position or category
for last month.
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- view all shifts with a specific word in the
description (where
you might have entered a client name or event, etc.)
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- view unassigned shifts for next month
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- view shifts for one location that contain a certain phrase
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- view published shifts for a deleted employee
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The Search Window allows you to find and list shifts based on a number of things: |
Schedule Status |
Published or Unpublished
Unpublished
Published |
Category |
All
Categories
choose a category or group |
Position: |
All
Positions
choose a position or group |
Phrase |
type
a phrase (optional) |
|
Time Period |
Any
Time
Today
After Today
Before Today
This Month
Last Month
Next Month |
Employee |
All employees
Unassigned Shifts
choose one employee
choose a deleted employee |
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Related Topics:
all shift assignment for a specific employee
report for each employee, list of shifts, schedule for employee date range
WhenToWork.com Online Scheduling
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