How to filter your schedule

Filter your schedule view in 7shifts by date range, Location, Department, Role, or Employee name to focus on specific scheduling details.

Date picker

Use the date picker to select a date range for your schedule view. By clicking on it, you'll open the calendar with which you can switch between months and years with the arrow icons. Alternatively, you can click on the Today button to quickly navigate to the current day's schedule

The day/week you are currently viewing will be highlighted in blue:

Location

Select one Location to view at a time. For Managers/Assistant Managers, only Locations they have permission to access will appear in this dropdown menu.

Department

Select one or multiple Departments to view at a time. For Managers/Assistant Managers, only Departments they have permission to access will appear in this dropdown menu. 

Here are a few helpful tips when selecting multiple/all departments to view at once:

• Admins can select from all Departments while Managers and Assistant Managers can select only the Departments they are assigned to.
• Multi-Department view is not supported on mobile web browsers.
• Multi-Department view does not support the Labor Budget Tool in Day View, and will only surface sales and labor data for one department at a time. 
• When using Fill from Template and Save as Template from this view, you will apply and save by Department.
• When using the Copy To and Copy From functions, you can select labor targets and shift notes you want to copy forward too.

Filtering by Role

You can further filter the Schedule by selecting one or multiple Roles nested within each Department directly from the dropdown, to focus only on the roles you are scheduling.

1. Select the arrow next to the Department name to expand and view all Roles within it.
2. All Roles are selected by default. Select or deselect the Roles you'd like to appear.
   • To quickly isolate a single Role, click the Only button by hovering over the role name. This automatically deselects all other Roles in that Department.

3. Click Go to apply your selection.

   

Things to know when filtering by Role:

• Employees appear on the schedule if any of their Roles match the filter. If an employee holds multiple selected Roles, they will only appear once.
• Filtering applies regardless of which layout you are using
• The Compliance warnings pill count updates to reflect only the shifts visible in your current filtered view.
• Labor Budget Tool and Optimal Labor Tool numbers are not affected by Role filtering.
• Print Schedule (launched from Week View) reflects your active Role filter selection.
• The publish modal reflects your active Role filter.

Employee Search 

Use the employee search bar at the top of the Schedule page to quickly locate specific team members and view their assigned shifts.

1. Navigate to Schedule.
2. Click the employee search bar at the top of the Schedule page.
3. Enter the name of the employee to view their assigned shifts.

Next Steps

After adjusting your schedule view, learn how to customize layout settings or reorder how team members appear on the schedule page.

Related articles