Summary

This article will help you to manage and understand the Schedule Tools & View menu − the available tools you have and view options.

Intended Users

Department heads

Tools menu

Spend some time to view the different functions within the Tools menu. All of them are described with a brief text. As a basic principle, what you see in the schedule is what is going to be exported to print. Please check your View Options settings on the View Options menu − how your data/schedule will be displayed.

• Shift Codes − enables you to review all shift codes.
• Replace Shift Code − enables you to replace the current code to a new code for a selected user/s.
• Create Rotating Schedule − enables you to copy a current schedule. This function is useful when you have a rolling schedule. Please read more in Scheduling.
• Insert Value into Unspecified Row − enables you to populate your schedule with different choices. Percentage of Cockpit Target or Cockpit Planned can automatically be inserted by using this function.
• Submit To Budget/Forecast − enables you to submit your Cockpit Planned Hours to New Forecast or New Budget.
• Add Calculation/Information Rows − calculation rows enable you to calculate the hours needed. Information rows allow you to add a value of your choice. Both of these row types has a green background color.
• Add New Team − you can add Teams based on the following criteria: number or shifts scheduled at the specific time; number of shifts scheduled to start before the specified time, but after the previous team; or number of shift types. See drop down list.
  • Note: View Teams needs to be selected in the View Options dropdown in order to see Teams in the Schedule.
• Add New Worker − enables you to add new employees.
• Add New Unspecified Row − enables you to add extra rows to Unspecified of your own choice.
• Refresh TKS – this enables you to choose a specific period and refresh your timekeeping system so that its in sync with PMI.
• Add New Schedule − enables you to add a new schedule.
• Change Schedule Name − enables you to change the name of the schedule.
• Delete or Deactivate Schedule − enables you to delete or deactivate the schedule. Deleting a schedule is not possible if shifts are attached to that schedule for future days. There is a possibility to delete shifts for a period.
• Print to File − enables you to print to either excel or pdf with the following choices; default, Weeks (Sat-Fri), Weeks (Sun-Sat), Weeks (Mon-Sun), Weeks (Fri-Thu).

View options

You have several choices to view in the schedule 

Show FTE will display the hours in the schedule in FTE (full time employee) instead of hours. You can set how many hour per day a FTE works in the Settings in Cockpit.

Selecting Other Schedules will allow you to see if an employee has been scheduled in another department. If an employee works in 2 departments at a property, this option allows you to see their other shifts so that you don’t double book them, or put them on early morning when they have just worked an evening shift. Selecting this option will change the header on the left of the row to Workers Planned, instead of Schedule Planned.