Schedule filtering allows you to narrow the schedule to display only the data you need.
The most common filter, and the recommended default, is Shift is Scheduled or Shift is Open. This shows only shifts that are assigned to someone or are still open to be filled, giving you a focused view of the active schedule.
Creating a Filter
Click the Filter button, located between the Search Staff input and the Grouping button.
Click the Add Filter button to create a new filter.
Choose a category to filter by: Job, Pay Type, Area, Shift Time, or Shift.
Choose whether the filter is or is not the selected value.
Select the filter value. Available values depend on the category:
Shift — Open, Scheduled, Published
Shift Time — Your facility's configured shifts
Area — Your facility's areas
Pay Type — Exempt / Salary, Non-Exempt / Hourly, Contractor / Agency
Job — Individual jobs or job groupings
Chaining and Nesting Filters
You can chain multiple filters by pressing the Add Filter button again. When chaining, select And or Or to control how filters are combined. You can also create nested filters for more advanced filtering logic.
Saving and Recalling Filters
Filters are automatically saved to your browser, so your current configuration persists between sessions. If you frequently switch between different filter configurations, you can save them by name for quick recall.
Save a Filter
Press the Save Filter button.
Enter a name for the filter and press Save.
Recall a Saved Filter
Click the Saved Filters button in the top-right corner of the filter module.
Select the filter you want to apply.
Edit or Delete a Saved Filter
From the Saved Filters menu, you can rename or delete any saved filter.
