Navigating the Schedule Module

The Schedule allows you to easily view employee availability while assigning schedules.

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Written by Melissa Compagnon
Updated over a week ago

πŸ“’ Attention: Open shift application, trade/cover requests, and daily employee availability are exclusive to our Shift Scheduling - Premium. To upgrade to 360 Plus, log in and click "Upgrade Now" in your Fingercheck account. πŸš€

The Schedule module allows you to assign upcoming shifts to employees. Filter and view employees who have assigned shifts, approved and requested PTO, and the number of open shifts makes navigating through the Schedule module easier.

For help on generating shifts you can check out How to Add and Generate Shifts for Your Employees and How to Work with Open Shifts.

This article will guide you through viewing::

  • The Schedule

  • Published and Unpublished shifts

  • Employee PTO

  • Schedule Filters

  • Schedule Settings

  • Allow employees to trade, cover, and take open shifts


Viewing the Schedule

Viewing the schedule shows published and unpublished shifts, employee availability, employee requested and approved PTO, and employees assigned to a shift, and Open Shifts.

The Schedule can be viewed by logging into Fingercheck and selecting the SCHEDULE tab.

You can view your schedule by grouping Employees, Departments, Jobs, and Tasks. To change your view click the Down Arrow next to Employee and select your new view.


Published and Unpublished shifts

When viewing the Schedule, Published shifts will always appear fully colored. Unpublished shifts will show color to the left of the assigned shift.

You can easily publish and unpublish shifts from viewing the Schedule by hovering your mouse over the pencil icon to edit, and using the Published toggle.

Published shift

Unpublished shift


Employee PTO

You can view both requested and approved employee PTO on the Schedule.

If you forgot to approve a PTO request, you can approve the PTO request from the schedule.

  1. Click the pencil icon to edit.

  2. From the Status dropdown menu, select Approve or Deny.

  3. Click Save.


Schedule Filters

The Schedule Filter helps make scheduling easier by quickly viewing employees based on assigned schedules and PTO.

  1. Click on the Filter icon next to the search box.

  2. Select the option to filter employees by Scheduled, Unscheduled, PTO approved, PTO pending, Open Shifts.

  3. Click Apply.


Schedule Settings

The Schedule Settings allows you to control your schedule process. You can select what day your work week starts, working hours, and more.

  1. Click on the Settings icon near the top right of the schedule.

  2. Update appropriate selections:

    1. Week Starts

    2. Working Hours

    3. Work Week

    4. Shift Title

    5. Check selections:

      1. Display non business hours

      2. Allow employees to trade shifts (360 Plus users)

      3. Allow employees to ask for cover (360 Plus users)

      4. Allow employees to take open shifts (360 Plus users)

    6. Manage Employee Availabilities

      1. Allow employees without a cost center, job or task to be shown as available

      2. Choose employees' availability schedule view (shows employees availability even if they are not assigned to a cost center, job or task.)

  3. Click Save.


Allow employees to trade, cover, and take open shifts

With the 360 Plus plan, admins can elect to have employees have more control with their own scheduling by allowing them to trade, cover, and take open shifts.

  1. Click on the Settings icon near the top right of the schedule.

  2. Update appropriate selections:

    1. Allow employees to trade shifts (360 Plus users)

    2. Allow employees to ask for cover (360 Plus users)

    3. Allow employees to take open shifts (360 Plus users)

  3. Click Save.


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