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A display card headed May 2026, set to Position and Name A–Z, above a day, week and month switch set to month A display card headed May 2026, set to Position and Name A–Z, above a day, week and month switch set to month The schedule is always the same grid: team members down the left, days across the top. You choose how much of it you see at once, how the rows are stacked, and what each shift card says. All three live behind Display in the toolbar, and Begin remembers where you left them.

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Choose the period first

Layout switches between day, week, month, quarter and year. 1 to 5 do the same from the keyboard. The arrows either side of the date step one period at a time, and Today brings you back. Day spreads a single date across its hours in the workspace timezone. When the clocks change, a skipped hour is absent and a repeated hour appears twice. The other layouts lay whole days side by side. Quarter and year read a long stretch: the grid keeps its shape, you scroll sideways, and a month band above the day headers says where you are. Export PDF in the toolbar prints the period you are looking at, with the filters you have applied named at the top.

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Stack the rows around the question you are asking

Grouping decides what the bands in the grid are, and it changes the schedule more than anything else in the panel. Choose it from what you are checking.
A whole week of the schedule grouped by position: the period and Publish along the top, the saved-view pills and an applied location filter below them, then a band per job whose rows carry coloured shifts alongside orange time off, a green availability window and a red unavailable eveningA whole week of the schedule grouped by position: the period and Publish along the top, the saved-view pills and an applied location filter below them, then a band per job whose rows carry coloured shifts alongside orange time off, a green availability window and a red unavailable evening

Grouped by position, a band is a job and the rows under it are the people who hold it

Sub-grouping splits each band again, and Ordering sets who comes first inside one. Two toggles are worth knowing by name: Show empty groups brings back a position nobody is assigned to, and Show empty rows keeps people who have nothing this period. Turn the second one off after you filter and the grid shrinks to the people your filter actually found. Choose Label in either grouping menu to collect shifts by their labels. A shift with two labels appears in both groups but counts once in totals. No labels holds unlabelled shifts, time off and availability. Creating a shift in a label row prefills that label, including when you use a template. Moving between label rows replaces the source row’s label and keeps the others; pasting adds the destination label. Creating, moving or pasting into No labels clears the labels. Undo restores a moved shift’s previous labels. Or ask Begin AI (Cmd / Ctrl + J):

Who is working on Saturday?

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Decide what a shift card tells you

A card carries up to two lines, and you choose what they say. Top field and Bottom field each take None, Scheduled times, Duration, Location, Timesheet times or Timesheet duration, and start as the times on top and the duration below. Duration is the length less unpaid breaks. The two timesheet fields show what the linked time entry recorded and stay blank until there is one; Show scheduled until clocked in fills that gap with the plan. Show hours adds a running total beside each name, and Hours picks which hours it counts: scheduled, paid, or paid against scheduled. The last is the default, and the only one that shows the plan and the outcome together. An approved time entry always counts. Where a shift has none, its planned hours stand in until it ends, including while someone is part-way through one. After that the shift counts nothing, whether nobody clocked in or the record is still waiting for approval, so the total drops rather than crediting hours no record supports. Show overtime adds each person’s overtime or undertime beside their hours, counted from the same hours Hours picks, so adding or removing a shift moves it when Hours is scheduled. It sits under Show hours and hides with it. For someone on a summarised period overtime policy, the month, quarter and year views also show the period’s running balance, marked Σ. Someone who joins a workspace starts with it on as their own setting, unless an administrator has set a workspace default for it. A workspace default set later does not change it, and Reset turns it off. Or ask Begin AI:

How many hours is each person scheduled for this week?

Display settings are yours alone. Changing them moves nothing on anyone else’s screen and edits no shift, and Reset puts them back. If you administer the workspace, Set default for everyone makes your current setup the starting point for every setting people have not changed themselves.
Compact overnight shifts is on by default in the week and month layouts, so a shift that crosses midnight sits on its start day. Switch it off under Display to draw it across both days.
Show weekends is switched off under Display. Switch it back on to return those columns.
Yes. Duration format under Display switches between Hours and minutes (9:15) and Decimal (9.25).

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Next

Filters and saved views

Narrow the grid to one part of it, and keep that setup.

Creating shifts

Times, assignees, breaks, and the shift form.

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