Spreadsheet View is exactly as it sounds! It provides a tabular overview of all scheduled shifts. To access it, navigate to Scheduling - Spreadsheet View.
It shows all the details of the shift:
Date,
Event associated with the shift,
Venue location,
Skill set required,
Start time,
Scheduled worker's name.
If a position is open, where the worker's name would be, it will display Click to fill.
To edit the event, hover over any detail highlighted below and click. This will redirect you to the Main Event Page.
To view details on the workers, click on the Worker Name. This will display additional information:
Date the shift was filled
Method of sign-up
Time Punches
Custom Fields
Pre-Punch Questionnaire
You also have the option to:
Remove the worker from the shift by clicking Remove
Bailout the worker by clicking Bailout (see "Bailouts" for more information)
If the position is open and you want to add a worker through Direct Assignment or Invite to Work, click Click to fill. Select the worker you wish to assign or invite and click Add selected.
Spreadsheet View Filtering
Filter what information is visible on Spreadsheet View.
Click Filter and change the start date, search for Event Names, Venue Names, Filter by Areas, Clients, Event Tags, Skillsets & Workers.
Click Apply to search by filters chosen.
The list can also be exported - on the left side of the screen.
There are two options for exporting
Current view - will export the events visible on the screen.
Custom view - will export the events filtered out.
Check out our latest video explaining the matter in detail:
And this is how you can use Spreadsheet View through Roosted! 😆