What's new on the Schedule page
7shifts has made several updates to the Schedule page to make building and managing shifts faster. This article covers recent enhancements made to layout navigation, mobile shift creation, and compliance warnings.
Optimal Labor Tool- Updates
The dedicated settings page to set labor percentage targets under Schedules > Tool icon > Optimal Labor has been retired to clear up confusion as we build more comprehensive labor budgeting tools. Because those percentage inputs did not affect the tool’s recommendations, removing them will not alter your scheduling results, which continue to run on your actual sales and schedule data. If you want to track a labor percentage goal, the Labor Budget Tool is the place for it!
- Set labor percentage targets directly in the Labor Budget Tool to track whether performance is on target.
- Labor Budget Tool targets control how the Optimal Labor tool displays results.
- Customers who are a part of the Auto-Scheduler (Beta) can also enter labor percentage targets directly during the Auto-Scheduler setup flow.
👉 Learn more about managing on the Optimal Labor Tool: The Optimal Labor Tool
Employee Training Warnings
Employee Training warnings display overdue mandatory courses on the Schedule page and shift modal so you can catch missing requirements before publishing shifts.
- Overdue courses show as a red label under employee names on the Schedule page and inside the shift edit modal. Available on web only.
- Shifts can still be assigned and schedules published as usual. These warnings do not trigger compliance violations.
- Warnings clear automatically once the employee completes and passes their overdue courses.
- Note: 'Employee Training warnings' is rolling out in phases to applicable accounts. If it is not yet available in your account, it will be enabled soon!
Learn more on how to create and assign Courses for Employee Training
Multi-role display Schedule view
The new optional multi-role employee display allows Managers to view employees assigned to more than one role under each role on the schedule, providing complete visibility when building schedules.
- Access the toggle anytime by navigating to the Layout dropdown top right of the Schedule > enable the Employees in every assigned role toggle within the List by Role layout.
- Spot available team members under secondary roles without switching views!
- Each role section shows all of an employee's shifts, including those scheduled under their other roles. Those shifts appear faded to distinguish them, but you can still edit shifts for roles in the same department by hovering over the shift.
Learn more on how to customize your schedule layout view
Employee search on the Schedule
Use the new employee search bar at the top of the Schedule page to quickly locate specific team members and view their assigned shifts.
Learn more on how to filter your schedule
Role filtering on the schedule
Managers with permission can now filter by Role and create new Roles directly from the Department filter dropdown on the Schedule page.
- Select the arrow next to any Department to expand and view its nested Roles.
- Filter the Schedule by single or multiple Roles, or click Only to instantly isolate a single Role.
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Filtering by Role on the Schedule is available on web only.
Learn more on how to filter your schedule