Understanding the staff scheduling screen
The Staff Scheduling screen provides an overview of all the scheduled sessions in each room. This includes which staff members are scheduled, the number of staff members, if they’re in ratio, and how long each session lasts.
You can get to the Staff Scheduling screen by clicking on eymanage > Staff Scheduling in the sidebar.
Overview of the screen
Along the top of the screen you’ll see the colour code for the room schedules. This helps you see at a glance whether a room is in ratio, among other things.
Below the colour code, you can see the W/C (Week Commencing) date, the Weekly Wage %, which refers to the percentage of income spent on wages weekly and a summary of the current Filters Applied to this screen.
Most of the screen is taken up with room schedules. They’re sorted by alphabetical order, apart from the Consolidated Room View, which is always at the bottom by default. You can customise how rooms are sorted by clicking on the 
icon in the top right. In the pop-up, you can drag and drop rooms to change which order they appear on the screen, or click on the 
icon to toggle whether you want them hidden. Hidden rooms won't appear on this screen, nor in the filters. Click Save when you're done.
You can find the 
Filters button next to the icon. Clicking on this brings up a window that lets you control what kinds of sessions you want to see on this screen. By default, all Activities, Staff and Statuses are active. In the View By field you can choose whether to view the information a Day, Week, 2 Weeks, or a Month at a time. You can also select whether to display each day as a Full Day or divided into AM/PM. Use the Date field to select the starting date for the time period you're viewing. Checking Consolidated View Only will only display the Consolidated Room View.
If you’ve made a change to the Filters, checking the box next to Default View in the top right will make those settings the default when you return to this screen in the future.
The expanded room view
The room at the top is expanded by default; to expand other rooms, click the 
icons to the right.
An expanded room shows what sessions are scheduled over a period of time. The top row shows the Date. The row below shows the number of Staff for that day/half-day (hovering over this will display the assigned staff and the length of their sessions, and at the top the number of staff Scheduled compared to those Required to stay in ratio). The colours of these boxes indicate whether the rooms are in ratio; the colour key is at the top of the page.
Below this, you can see each staff member assigned to this room. Click on the 
icon to view more details about them. Next to their names, you can see their scheduled shifts for each day. Some shifts may be marked with a coloured line; there is a colour key at the top of the page. If more than one is applicable, the line will be made up of multiple colours. The table will indicate if there is more than one shift booked for a day. Click on the box to view them.
At the bottom left of each expanded room is +Add Staff Member, which is where you can click to schedule sessions for staff from this screen.
In the top right of each expanded room are the Options. Clicking on this will give you the ability to Unconfirm Shifts, Delete Shifts and Download the room schedule as an Excel file. Next to the Options are the Publish Shift and Confirm Shift buttons, which allow you to publish and confirm any new shifts added to this room.
Related Articles
Scheduling staff through the staff scheduling screen
The advantage with booking staff through the Staff Scheduling screen is that you can see at a glance how many staff members and children are scheduled in each room. Scheduling single sessions Click on eymanage > Staff Scheduling in the sidebar. Click ...Deleting sessions through the staff scheduling screen
Deleting a single session Click on eymanage > Staff Scheduling in the sidebar. Click on the icon next to a room to expand it, if necessary. Click on a session to edit it. Click on Delete Shift(s) in the bottom left. Click Continue. Deleting multiple ...Allowing staff to schedule their own sessions
If you want to allow staff members to schedule their own sessions, you can turn the option on within eypeople. Staff members with a staff login can then go onto their Staff Scheduling page to create, edit, and delete any sessions that are not ...Scheduling staff through the profile
You can schedule shifts and sessions through the Staff Scheduling section of the staff profile. Go to the Staff page. Click on the name of the staff member to be taken to their profile. Click on the Staff Scheduling tab on the left. You will see the ...Confirming sessions
Confirming a session means that staff have completed their scheduled hours, and those hours will be included in their payroll reports. Only a manager can confirm a session, either through the Staff Scheduling screen or the staff member’s profile. ...