Overview
Use Schedule Settings to customize how information is displayed and organized in the Scheduler. These settings control employee grouping, visible schedule details, alerts, and other Scheduler preferences.
Open Schedule Settings
- Open the Scheduling tab.
- Select Menu then select Settings
Fig.1 - Schedule menu
Fig.2 - Settings menu
Group Employees
Choose how employees are organized on the schedule.
| Option | Description |
|---|---|
| Schedule | Groups employees by schedule assignment. |
| Schedule, Job | Groups employees by schedule and then by job. |
| None | Displays employees alphabetically without grouping by schedule or job. |
Fig.3 - Group By settings
Display Settings
Select which information appears on the Scheduler.
Available options include items such as:
- Job
- Cost
- Schedule
- Location
- Out Time
- House Shift Manager
- Schedule Summary
- Forecast Data
- Labor Budget
- Labor Volume
Fig.4 -Display settings
Alert Settings
Choose which scheduling alerts are displayed in the Scheduler.
Available alerts include:
- Availability
- Minor
- Overtime
- Meal/Break
- ACA
Fig.5 - Alert Settings
Configuration Settings
Configure default Scheduler behavior.
| Setting | Description |
|---|---|
| View Schedule By | Displays employees by first name, last name, or seniority date. |
| Sort SmartSelect By | Determines how employees are sorted when using SmartSelect. |
| Default Scheduler Week | Sets which week opens by default. |
| Default Shift Length | Sets the default shift duration for new shifts. |
Fig.6 - Configuration Settings
Forecast Comparison
Choose whether meal durations are included when comparing scheduled hours to forecasted labor.
| Option | Description |
|---|---|
| Do Not Include Meal Duration | Excludes unpaid meal periods from the comparison. |
| Include Meal Duration | Includes meal periods when comparing scheduled and forecasted hours. |
Fig.7 - Forecast Comparison
Comments
How do I sign in
How do I log in as a new user? I cannot find settings so that I can set up my username and password
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
No questions thanks
Please sign in to leave a comment.