The Schedule module in Fingercheck allows administrators to customize their scheduling experience with different views, categories, and features for managing shifts. For additional help with creating shifts, refer to How to Create and Add Shifts and How to Create and Assign Open Shifts.
Viewing the schedule
The Schedule view shows:
Published and unpublished shifts
Employee requested and approved time off.
Employees assigned to a shift
Onboarding employees
Open shifts
The number of open shifts is indicated by orange numerical indicators.
To view the schedule:
Log into Fingercheck.
Select the Schedule tab.
You can view the schedule by Employees, Departments, Jobs, Cost centers, and Tasks.
Select "View by" to change the view.
With the shift indicator, you can view how many open shifts are available.
How to set up a team schedule view with time off visibility
Click on the Settings icon (gear icon) near the top right of the schedule.
Select the Calendar tab in Settings.
Scroll down to Team Schedule.
Employees can view their team members' shift schedules and time-off requests on the employee calendar.
Employees can view but not modify the schedules due to the restricted read-only access to this view.
Team Schedule:
Admins can configure the visibility of team schedules and time-off requests for employees. The available settings include:
Allow employees to view other shifts: This gives full shift visibility.
Without restrictions, all employees can see all team members' shifts.
Allow employees to view others’ absences: This gives full time off visibility.
Without restriction, all employees can see all team members' time-off requests (both pending and approved).
Visibility is restricted based on the job, task, or cost center:
When you restrict visibility by job, task, or cost center, employees can only see shifts and time-off requests that match the job, task, or cost center assigned in their profiles.
Employees who do not have a job, task, or cost center assigned in their profiles will see all shifts and time-off requests.
Shifts or time-off requests without a job, task, or cost center assigned will only be visible to employees who do not have any job, task, or cost center assigned in their profiles.
Employee time off requests
The schedule shows both requested and approved employee time off. If you forgot to approve a request, use the schedule:
Click the pencil icon to edit.
From the Status dropdown menu, select Approved or Declined.
Click Save.
You will see the new status on the schedule.
Schedule Filters
The Schedule Filter makes scheduling easier by quickly viewing employees based on their assigned schedules and time off.
Viewing by job/task/cost center/department
Navigate through your schedules easily using tabbed views, allowing you to quickly switch between different jobs, tasks, cost centers (CC), and departments.
Grouping by job/task/cost center/department
Similarly, you can now group your schedules using tabs, making it simpler to manage and organize your workforce according to specific criteria.
To apply the Group filters:
Click on the Filter icon next to View by.
Select an option with “Group by.”
This will group employees or shifts based on their assigned job, task, cost center (CC), or department.
Click Apply filters.
The filter sidebar will keep your View by filters and apply when you switch views. To remove the filters, you must click Clear to reset all filters.
Example: You have applied a filter to a "View By" option (ex: view by job) and then log out or switch to a different View by (ex: View by task) and log back in and return to the same "View By" option (View by job), the previously applied filters will be retained when View by job is selected.
Group, filter, and sort from one place
The new sidebar provides a centralized location to group, filter, and sort your schedules, streamlining your workflow and saving you time.
Filters are modified based on the view.
Employee
Department
Job
Task
Cost Centers
Publishing and unpublishing shifts
Published shifts: Fully colored
Unpublished shifts: Dotted line
To publish or unpublish shifts:
Hover your mouse over the shift.
To edit, click the pencil icon, or use the Published toggle to change the shift status.
If you edit the shift, then click Save & publish in the Edit shift pop-up to change the shift status.