Monthly View

The Monthly View displays a calendar of an employee's activities. This screen can be used to view current information and to submit new transactions requests.

Depending on your assigned roles and data access, you may be able to add and edit the following types of transactions.

The Validation Summary button provides information about any problems with your schedules.

Note  

When a pending schedule is in the manager review period, validation messages do not appear. This is because your organization unit may keep from displaying pending schedules during the manager review period. To avoid confusion, validation messages do not appear for these corresponding pending schedules.

Example 

If Minimum Staffing rules are set up for your organization, the Validation Summary button provides information about minimum rule violations.

Schedulers have access to the Validate Me Now button. After making changes on the Monthly View screen, the employee validation process determines if any minimum staffing rules are violated. However, instead of waiting for the next instance of the process to run (approximately every five minutes), you can force the validation to occur immediately by clicking Validate Me Now.

The employee calendar displays your schedules, calendars, clockings, and requests.

In addition, the Vacancy button appears when there are open shifts that need to be filled. This allows you to request a shift, accept a shift offered by another employee, begin a schedule trade, or request an incentive schedule, such as Schedule Incentive (formerly Shift Bidding).

To open the Vacancies panel, click a Vacancy button. To close the Vacancy List panel, click the X in the upper right corner.

vacancy_button

The Vacancy List filter allows you to filter any item entered for that specific day.

The Monthly View Items are filters that you can select to determine which types of items you would like to see. Clicking to add or remove a checkmark from a box causes the Monthly View screen to refresh immediately to display or remove the desired items. By default, none of the filters will be turned on and all calendar items will be displayed.

From the Employee Actions area, you can select from the available actions, such as adding a calendar or clocking request.

The following related topics are available:

Viewing the Monthly View Icons

Clockings

Calendars

Adjustments

Unavailability

Trades

Offers