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HS Scheduling: Schedule Settings

Fourth Customer Success Portal
  • Updated
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Overview

This article will cover how to edit the Scheduler by configuring its settings within the Scheduling tab in HotSchedules. 

 

Editing the Scheduler Settings

  • Select the Menu drop-down on top right-hand corner of the schedule 

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Fig.1 - Schedule menu

  • Then select Settings

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Fig.2 - Settings menu

Group By

This will change the way that employees are organized on the schedule. 

  • Schedule: This will group the employees by schedule assignment only
  • Schedule, Job: This will group the employees by schedule, then by job that is assigned to that schedule
  • None: This will organize all employees alphabetically disregarding any schedule or job assignments


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Fig.3 - Group By settings

Display Settings

This lists different labels, reports, and shift details that appear on the schedule. Options that have been checked off will show while unchecked choices will not. 

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Fig.4 -Display settings

Alert Settings

This will edit the alerts that display on the schedule.

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Fig.5 - Alert Settings

Configuration Settings

  • View Schedule By: Allows you to organize employees by First Name, Last Name, or Seniority Date
  • Sort SmartSelect By: Allows you to organize employees by Cost, Hours, Shifts or Skill when using the SmartSelect shortcut key to assign House Shifts 
  • Default Scheduler Week: Allows you to select the week the scheduler should default to when navigating to this page
  • Default Shift Length: Allows you to set the default length of shifts

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Fig.6 - Configuration Settings

Forecast Comparison 

This will allow you to choose to include or exclude the meal duration when comparing the scheduled hours to the forecasted hours that would come from labor generation.

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Fig.7 - Forecast Comparison

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Comments

3 comments

Date Votes
  • Jamial Harris

    How do I sign in

    -1
  • Sarah Fabian

    How do I log in as a new user? I cannot find settings so that I can set up my username and password

    0
  • Zaina Ishaq

    Hi All,

    If you have any queries around changing your password for HotSchedules, we have a few articles that can be of assistance for you.

    HS – Login Issue FAQ

    HS  - How to Setup Your Account

    We hope these help!

    Many thanks,

    Fourth & HotSchedules

    0

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