Scheduling Calendar
Shift Scheduler Tab
The Shift Scheduler tab is a packaged tab which is used to access the scheduling calendar and anyone who requires access to the Shift Scheduler functionality will require permissions to access this tab.
The scheduling calendar displays one week at a time with the current date range displayed in the top left of the page and a list of records down the lefthand side of the calendar, the type of which depends on the currently selected view. There is a 'Quick Find' box at the top of the lefthand column that can be used to filter down the records displayed based on whatever text string is entered. There are also some basic navigation and UI options in the top right:
| Option | Description |
|---|---|
| Navigates to the previous week | |
| Navigates to the following week | |
| Today | Navigates to the current week |
| Show/Hide Weekend | Shows/hides Saturday and Sunday for the traditional 'working week' view. Set to 'Show' by default |
Job View
The Job view is the default view for the scheduling calendar, but can also be accessed from any other view via the button in the top right of the page. This view includes all Shift Job records; any shifts which exist for each job within the week currently being viewed will be displayed in line with the job in the relevant date column.
Each shift is displayed as a card with its start and end time, along with a count of slots and slots filled. If a candidate has been assigned to a shift, the card will also include the details for each Candidate Shift - the start and end time for the candidate, their name and a colour-coded icon for the status.
Both Shifts and Candidate Shifts are colour-coded based on the values from their respective Status fields; the colours used can be configured via the Picklist Colour custom metadata type.
It is possible for a shift to span over more than one day, but it will only be represented in the UI within the date on which it starts. However, any Candidate Shifts for the shift will then display the start and end dates as well as the times.
Account View
The Account view is accessed via the button in the top right of the page. In this view the lefthand column is populated with all Accounts which have active Shift Jobs, and each Shift card will display the name of the Job in addition to its times, slot information and candidate shifts.
Candidate View
The Candidate view is accessed via the button in the top right of the page. In this view the lefthand column is populated with all Contacts that have a Candidate record type and the calendar displays cards for any shifts to which they are assigned on each date currently being displayed.
It is possible to configure which Contact field is displayed underneath the candidate name by using the Candidate_Search_Context_Field configuration metadata record - enter the API name of the desired Contact field in the Value field on the metadata record. The default field is Email.
The Candidate view also includes a filtering panel, accessible via the button in the top right of the page. The filter fields available in the panel are configured via the Shift_Scheduler_Candidate_Filters configuration metadata record - enter the API name of the desired Contact field set in the Value field on the metadata record.
The Shift_Scheduler_Candidate_Filters configuration metadata must be populated or the filter panel will not work.
Using the filter fields works similarly to the additional filter fields on Search and allows the user to narrow down the displayed candidates to those meeting the selected criteria. It is also possible to save filters in much the same way as saved searches.