Super Administrator, Administrator, Manager & Clerk can view the FLOW Plan Workspace. |
The Home Screen
In Plan, the Home Screen is broken into the following sections:
1 Sidebar
The Sidebar is the area down the left side of the interface. The Sidebar contains:
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- Shared Views, including the option for an advanced search
- Areas (in Alphabetical order) and Groups within the Areas in Alphabetical order.
- An Icon in the top right corner to Show/Hide the Sidebar.
2 Header
The Header is the area at the top middle of the interface. The Header contains:
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- Module Buttons - Plan, Pay, Batch, Report
- Module Tabs for each module. For Plan, the tabs are:
- Job Schedule: Displays the Area/Group's default weekly schedule for each job that is added to the schedule.
- Employee Schedule: When an employee is assigned in the Area/Group chosen, the Employee Schedule tab displays their full schedule including all assigned and scheduled jobs/occupations/shift patterns/shifts in any Area/Group for the chosen duration.
- Time Off Calendar: Displays all time off requests for the Area/Group chosen from the Start date through the duration chosen in a Calendar format
- Time Off List: Displays all time off requests for the Area/Group chosen from the Start date through the duration chosen in a List format
- For more information on when to use each tab, see: Schedule and Time Off Views
3 Top Bar
The Top Bar is the area at the top right of the interface. The Top Bar contains:
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- Plus Sign
- Add Time Off Request
- Post Schedule
- A Search box for Job Schedule and Employee Schedule tabs
- The User Menu (Profile/Avatar Icon)
- Plus Sign
4 Main Pane
The Main Pane is the area in the middle of the interface. When Plan Mode is chosen, the main pane contains:
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- The Main Pane Toolbar
- Breadcrumbs: e.g., Home > Area > Group > Schedule
- Calendar to choose first date to view and Duration dropdown (1 day, 1 week, 2 weeks)
- Auto Schedule button (to run defined Auto Schedule rules on vacant shifts)
- Message Filters
- Add (Job, Employee/Job, Time Off Request) button
- Filter, Group and Sort options
- More Options (...) to Save the Layout as a Default.
- The Main Pane, for the Tab clicked. In a grid format, the main pane will contain existing data for the Area & Group you have selected (Schedule data must first be configured)
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The Main Pane Footer, which contains:
- The ability to choose how many records will be shown on a page
- Displays what range of jobs you are viewing you are on out of the total number of jobs, and
- The ability to scroll through multiple pages of the schedule
- The Main Pane Toolbar
5 Right Pane
The Right Pane is the area to the right of the Main Pane. The Right Pane contains:
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- Message Pane - if nothing is selected
- Job Details - If you click Add Job or if a populated cell in the Job column is selected
- Employee Details - If a populated cell in the Assigned Employee column is selected. The Employee Details pane has two tabs, Details and Time Off Balances
- Shift Details - If a populated cell in a date column is selected
- Multiple Shift Details - If more than one populated cell in a date column is selected
- (Add New/Edit) Time Off Request - If the Time Off Calendar or Time Off List tab is selected and the Add Time off Request button is clicked or a Time Off Request is selected
- An Icon in the top right corner to Show/Hide the Right Pane.
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