To find Schedule groups, navigate to the sidebar on the left, and proceed as follows:
Schedule --> More --> Schedule groups.
You will afterwards be met with the following page. The default, only existing group in the beginning is the "main group". You can also drag and drop them, to put them in the order that you wish.
Create a new group, by pressing the blue button in the upper right corner. Here, you can further specify what the group should entail. Note that only users with administrator permissions can create new groups. Non-admin users must request assistance from an administrator.
From here, you have the ability to assort every employee into a group that fits them. For example by whether they are paid hourly or monthly, which part of the store they're located in (e.g. back of house, warehouse, kitchen).
Here is an example of a group:
You can then drag employees into the group with your mouse. Keep in mind, that employees cannot be in multiple groups at once.
Then you have the option of adding a colour on the right hand side: Only users with administrator permissions can modify the colors of zones or shift categories. However, group member colors can be customized by any user.
After choosing a colour, click "add colour". It will then appear as a little square underneath. You then drag these onto the names within the groups, to colour code them however you want. This functionality applies specifically to schedule group member colors and does not extend to zone or shift colors.
Following the functions displayed above, you can turn the above picture into the following:
You will then be able to access the Group viewing in the schedule, by clicking the eye. You can enable them and thus filter to your liking, the groups you want to view simultaneously.
Want to change the order?
In order to change the order of the groups themselves, you have to delete and then re-make the groups. You can also change the order of employees within the groups by dragging and releasing them.
More questions? You are always welcome to contact us via chat 😊 🖥️ Web / PC: Click the blue chat bubble in the bottom right corner. 📱 App: Go to More → Support → Chat with us. If you need assistance with permissions or color changes, please contact your administrator or HR team.