The Side By Side View functions the same as the Calendar View but presents shifts in a condensed format, allowing you to see shifts for the same day or over the weekend side by side.
In Side By Side View, all events from the current day onwards are visible.
It shows details: the event date, name, earliest shift start time, the number of workers scheduled, and the total number of workers needed.
As shown above, the 3 events have available spots - 6/7, 8/10 & 10/23. To see multiple events, you can simply click each event and they will appear side by side:
CREATING AN EVENT
A new event can be created by clicking the + on the top left. Enter the Event Name, Event Date & Venue.
Once done, click Next, and add a Client, Areas, Job ID, or Event Comment for Workers. Choose Finish and the event is created.
Add shifts & select the skillset in Add Skillset/Shifts:
Set start time, and optional end time. Adjust the number of workers you need and alternates, or add any comments to the shift. Once done, click Create Shift.
Once the shift is created, you can add as many skillsets as you need:
Assign or Invite Workers by clicking Add Workers, and add Preferred Workers by clicking Open To All Workers.
Set Sign-Up Bot by clicking Details on the left side - Sign Up Bot - Allow Sign-Up Bot.
From the Details page, adjust shift details or change Shift Comments by clicking Basic Info.
Once you've reviewed and updated the info, click Publish to make the shift visible to workers. This allows them to see their assignments or sign up/request to work the shift.
See Shift Publishing for more information.
ACTIONS
Under actions, there are a number of options that you can use:
Contact Workers
Contact all workers at this event either through Email/Text Message or both.
Print Timesheet
Print physical time sheets broken down by individual worker or a Master Timesheet with all workers listed.
Email Openings
Email workers who have the correct skillsets to fill any open shifts.
Copy Event
Copy this event with the same shifts to a singular day or multiple days. See Copying Events for more information.
Send Client Roster
Send your selected client a list of all workers and positions at this event.
Mark as ready to sync
Your workers to sync this event to their calendar through Calendar Sync.
Delete Event
Completely delete all details of this event. - deletions are irreversible.
At the top of the event, choose Details to change event info, and add or edit the Event Comments. By clicking Custom Fields, you can edit this tab.
Add Documents by clicking DOCS.
FILTERING OPTIONS
To filter your view, click the funnel icon in the top left corner. From here, you can:
Select the start date of events you want to view at the top of the page.
Search by Event Tags.
Search by Event Names.
Search by Venue Name.
Filter by Areas.
Show only unfilled events (i.e., events that require your attention).
Once you have set your filters, click Apply to update the view.
Balance out your workforce and drag and drop workers from one shift to the next. Click and hold the worker you want to move from one shift to the next shift.
Drag and drop Kyle from the shift on the 27th to the shift on the 28th.
If the new shift is already full, tool will ask if you want to increase the quantity.
If you click Increase Quantity, it will increase by 1.
See which workers have 'Checked In' for their shift by seeing a green checkmark next to their name.
Please see Shift Check-In Bot for more information.
See our latest video that explains the topic in detail!
And this is Side By Side View on Roosted! 😎