What is the employee filter:
The employee filter is the list of employees which can be found on the left side of the schedule (on desktop) and allows you to see the scheduled hours and overtime of your employees at a glance.
What does the employee filter show me?
Total hours, labor costs, sales, labor rate, and bookings.
On top of the employee filter, you will be able to see data points like the total number of scheduled hours, labor costs, sales, your labor rate and bookings for the selected period (the date selection you set above the schedule). Note that some data points require an integration (POS and booking).
Scheduled hours vs. standard hours.
The employee filter shows how many hours each employee is scheduled for in the current period (the date selection you set above the schedule). When you have defined the required hours (min. and max. hours) each employee is expected to work on a weekly basis, the wheel around their profile picture/initials will automatically color based on the hours they have been scheduled.
Those colours indicate whether the hours assigned to an employee meet the required hours. The wheel gradually counts up the number of hours that must be met. The closer to the maximum number of hours, the fuller the circle will be. When the minimum hours are not met, the wheel is coloured orange, when the hours fall between the min. and max. hours it is green, and when too many hours have been assigned it becomes red.
Overtime.
If you have assigned an employee more hours than their weekly limit and thus scheduled them to work overtime, the circle above their name turns red. By hovering the cursor over the circle, you can see how much overtime you have scheduled and make changes if necessary.
Your employees' availability wishes.
If you want to see the availability wishes of an individual employee in the schedule, you can click on their name in the employee filter. Once you click on their name, their shifts and availability wishes will be highlighted. You will also be able to see when they last updated their availability wishes by hovering over the highlighted color on any day that contains a wish.
Defining minimum and maximum hours.
To make the best use of the filter, it is important that you add the min. and max. hours of your employees. When this is done, you can easily verify whether your employees have been assigned sufficient hours by looking at the color of the circle. You can add the min. and max. hours for every employee by clicking on 'Auto assign' and selecting 'Adjust min. and max. hours'.
You can also adjust the hours of an individual employee. Navigate to the team list by clicking on the '👬' icon at the top right of your screen. Here, find the employee you want to edit and click on 'Edit profile'. After clicking 'Edit profile' you will find the 'Labor' tab. When you click here you will be able to define the employees' min. and max. hours per week. Make sure to click on 'Save' in the top-right when you're ready.
