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How to Change Your Schedule View—Manager (Web)

Step-by-step instructions covering how to change your schedule view as a Manager from the Buddy Punch website.

Rachel avatar
Written by Rachel
Updated this week

Overview: When the Scheduling feature is being utilized, Managers can change their schedule view—such as by day, week, employee, or department—to better manage their assigned employees' shifts from the Buddy Punch website.

Instructions:


How to Use Filters

1. Start by clicking Schedule in the top navigation, followed by View Schedule:

2. Once on the Schedule page, you'll see all your available filters at the top. What you see will depend on your settings, but you may see:

  • Locations

  • Department Codes

  • Positions

  • Time Off

  • Employees

When interacting with a filter dropdown, you can:

  • Select All to bulk select filter options

  • Individually select filter options

  • Or multi-select filter options

Click away from a filter to apply to your selections:


3. To quickly clear filters, click the Filtering On option at the top left of the page:

4. And confirm by choosing Yes, clear all filters:


View by Day/Week/Month

1. Start by clicking Schedule in the top navigation, followed by View Schedule:

2. Once on the Schedule page, you'll find the view by Day/Week/Month option on the top right of the page. By default, you'll start in the Week view:

3. Here is an example of the Day view:

4. And an example of the Month view:


View by Employee Name

1. Start by clicking Schedule in the top navigation, followed by View Schedule:

2. Once on the schedule page, you can change the view by employee by either using the:

  • Employees filter at the top

  • View by Employee - First, Last

  • or View by Employee - Last, First

3. To quickly clear filters, click the Filtering On option at the top left of the page:

4. And confirm by choosing Yes, clear all filters:


View by Location/Department/Position

1. Start by clicking Schedule in the top navigation, followed by View Schedule:

2. Once on the schedule page, you can change the view by location/department/position by either using the:

  • Locations, Departments, or Positions filter at the top

  • View by Location

  • View by Department Code

  • or View by Position

3. To quickly clear filters, click the Filtering On option at the top left of the page:

4. And confirm by choosing Yes, clear all filters:


FAQ

Q: Why don't I see the Schedule option in the top navigation?

A: If you don't see the Schedule option in the top navigation, then the feature might not be enabled. Please contact your Administrator if you believe this is incorrect.

Q: I custom-sorted my employees. Why didn't the system remember?

A: The way the schedule is sorted is based on browser cookies, so as long as you're using the same browser to view the schedule, your sorting choice will be remembered. If you use a different browser or if you clear browser cookies, you will need to redo the sorting process.

Q: Why don't I see all employees on the schedule page?

A: If you're not seeing the expected employees, you may not have the proper permission to view them. Please contact your Administrator if you believe this is incorrect.

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