Employee Profile: Schedule

BI - Forum Moderator
BI - Forum Moderator

In an Employee Profile, view the Employee's calendar with details about past and upcoming Visits

To view an Employee Schedule, navigate to the Schedule tab within an Employee profile. 

employee_individual_schedule.png

The Employee Schedule will default to the current week. Click the calendar icon (Calendar_icon.png) or use the arrows to view a different day or week. 

calendar_dates.png

 

Switch between different time slots and schedule views using the dropdowns shown below.

Employee_schedule_views.png

You can choose to view the Employee's calendar in terms of 5 min, 15 min, 20 min, 30 min, or 60 min increments. 

The different possible schedule views for Employee Schedules are by Day, Week, 2 Week, or Month.

You can set a Default Slot Duration and Default View for Employee Schedules  by going to Settings>All Settings>General>Scheduling

Weekly Capacity displays the Employee's Capacity for the week so you can track their scheduled hours against their minimum and maximum number of hours per week. 
 
Weekly_capacity.png

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  • Comment author
    Laura Visel

    Hello can you share more detail about the color coding in the weekly capacity scheduled bar.  I know there is color coding at the bottom of schedules but the reasoning is not the same. Thank you. 

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