HS Scheduling: Schedule Settings

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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.

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Open Schedule Settings

1. Open the Scheduling tab.
2. Select Menu then select Settings 

Fig.1 - Schedule menu

Fig.2 - Settings menu

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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

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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

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Alert Settings

Choose which scheduling alerts are displayed in the Scheduler.

Available alerts include:

• Availability
• Minor
• Overtime
• Meal/Break
• ACA

Fig.5 - Alert Settings

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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

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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