Shift bars - icon, action, and color descriptions

The schedule bars and shift markers that appear in the schedule pane (in Employee and Job views) represent shifts or place holders that correspond to the employees or jobs in the left pane. The length and position of the bars depend upon the duration and time-frame of the shifts.

You can edit these shifts by doing one of the following:

  • Manipulating the position and size of the shift bar with the pointer and keyboard.

  • Clicking the shift bar and selecting an option from the action menu.

  • Double-clicking to open the dialog box. If the shift is filled, the Edit Shift dialog box appears. If the shift is unfilled, the Fill Shift dialog box appears.

For more information, see Working with shifts in Timeline Scheduling

Shift bar – status icon descriptions

Depending on the shift details, the following icons appear on the shift bar.

Icon Description Notes

(Exception/ Warning icon)

Indicates that there is an exception or a potential conflict.

Hover the pointer over the shift bar to see a description of the conflict.

Exceptions errors include the following:

  • Max shift length violation.

  • Min shift length violation.

  • Min time off.

Read-only.

This icon only appears if there is a problem with the shift.

(Pen and paper icon)

Indicates that a shift was manually added/edited.

Read-only.

(Clock icon)

Indicates that there is a lunch break adjustment for the shift.

Because employees do not work during a lunch break, the break affects the productive time within a shift.

Read-only.

(Note bubble icon)

Displays custom notes about the shift.


Read-only.

This icon only appears for filled shifts that contain notes.

Shift bar action menu – icon descriptions

Select anywhere in a shift bar to open the action menu.

Icon Description Notes

(Pencil icon)

Edit Shift

Edit shift—Opens the Edit Shift dialog box.
The Edit Shift dialog box appears.
For more information, see Editing shifts in Timeline Scheduling.

(Trash can icon)

Delete Shift

Delete Employee from Schedule

  • Delete Shift—If the shift is not filled, select this icon to delete the shift.

  • Delete Employee from Schedule—If the shift is filled, select this icon to delete the employee from the shift.

(Group of people icon)

Fill Shift

Change Employee

(Note bubble icon)

Edit Notes

Edit Labels

  • Edit Notes—If viewing jobs in Job view, select this icon to add a note about an filled shift.

  • Edit Labels—If viewing employees in Employee view, select this icon to add a label for an entire day of an employee's schedule.

This icon/action only becomes available after you have filled a shift.

Color codes for the Employee view

The schedule section of the Employee view uses a color code system so that you can identify the status of a shift or shift marker.

Color Description

Light blue

Scheduled/filled employee shift.

Gray

Required time off.

Light gray

Preferred time off.

Blue

Approved time off.

Blue with hash marks

Pending time off.