View employee schedules in graphical view

You can view employee schedule information in a graphical format. Graphical view is best suited to seeing an overview of a group's schedule, at-a-glance.

Net Staffing Ribbon

In graphical view, you can use the net staffing ribbon to identify time periods that are over or understaffed. For overstaffed periods, you can create a voluntary time off (VTO) request on behalf of employees. For understaffed periods, you can create a shift Work period in WFM that has a definite length. request and change on behalf of employees.

The net staffing ribbon is only available in graphical view. If you cannot view the net staffing ribbon in graphical view, check your WFM preferences. To view the net staffing ribbon, the Show Net Staffing Ribbon in Graphical Schedules setting must be selected.

Procedure

Go to Tracking. Under Roster, select Schedules.

The default view is textual view for the current day. No employee is selected.
To change the organization you are viewing, use the View menu in the left panel.

The default view is the organization that you belong to.
Using the View box in the main panel, select Graphical.
Optional: Select the Employee Filter icon. From the pop up, complete the form.
To select an employee's schedule to view, do one of the following:
- Type the name of the employee in the Search field.
- Type a name or in the Find field, and select the up or down arrow.
- Select the employee's name from the Name list.
- To select all employees use the Select All button.
- To select more than one employee, use the Ctrl or Shift key.
Then select View.
Optional: Do one of the following to create an employee request using the net staffing ribbon:
- To add an extension before a shift, select and drag the desired amount of time to the left of the shift start time.
- To add an extension after your shift, select and drag the desired amount of time to the right of the shift finish time.
  
  From the pop-up, you can populate the Shift Request and Change form as detailed in the Submitting requests for employees section of the WFM Request Management Guide.
  - To request time off from a shift that is overstaffed, select and drag the desired amount of time from the scheduled shift.
  From the pop-up, you can populate the Time Off Request form as detailed in the Submitting requests for employees section of the WFM Request Management Guide.
Management can amend schedules while you are viewing this screen. To refresh schedule information, select Refresh.