Review shift category distribution

Review the distribution of shift categories in your schedule. Choose to show the distribution per date, per agent or a summary for the open schedule.

The shift category distribution information can be used to follow up on the result of the fairness optimization.

Prerequisites

You have the Schedules permission.
You have the Global functions > View schedules permission.
You have the Global functions > Modify schedules permission and the underlying Modify assignment permission.
You have the Global functions > View unpublished schedules permission.

Page location

Client > Schedules > Open schedule

Procedures

Review shift category distribution per date

Ensure that the Info button is selected.
Select the Shift category distribution tab in the Info panel.
Select the Per date tab. The table shows the shift category distribution for each date in the opened period. Double-click a column header in the table to sort by that column.

Review shift category distribution per agent

Ensure that the Info button is selected.
Select the Shift category distribution tab in the Info panel.
Select the Per agent tab. The table shows the shift category distribution for all agents in the schedule view for the opened period. Double-click a column header in the table to sort by that column.
Use the Agent filter to show for example a specific team or only full-time employees.

Review the shift category distribution summary

Ensure that the Info button is selected.
Select the Shift category distribution tab in the Info panel.
Select the Distribution tab.
Use the chart and the table to understand the distribution of shift categories.

The chart presents the number of agents that have been scheduled with a specific number of the selected shift category.

EXAMPLE The Early shift category is selected in the menu above the chart. The bar for the value 5 on the x axis reaches 7 on the y axis. This means that there are 7 agents who have 5 early shifts each.

The table gives a summary for each available shift category.

Min—The lowest number of shifts of this shift category scheduled for an agent.
Max—The highest number of shifts of this shift category scheduled for an agent.
Average—The average number of shifts of this shift category scheduled for the agents.