Employees by Role changes how you view the schedule. Instead of seeing employees first, you see roles/skills first.

This makes it much easier to check coverage.

Why use this view

The standard schedule shows who is working.

This view shows what is covered.

Use it to:

• Spot gaps in key skills
• Check if demand is met
• Balance work across skills
• Validate your schedule quickly

Open Employees by Skill

Follow these steps:

1. Go to Schedule
2. Click Actions
3. Select Employees by role

The view will switch instantly.

How the view works

The layout changes:

• Skills are now the main focus
• Employees are grouped under each skill
• Time still runs across the top

This shows exactly who is assigned to each skill at any point in the day.

What to look for

Focus on coverage.

Check:

• Are critical skills fully staffed
• Are too many people on low priority work
• Are there empty time blocks
• Is work evenly distributed

This is where gaps become obvious.

Use it during changes

After making updates to the schedule:

• Switch to this view
• Check coverage again
• Fix any gaps quickly

It is one of the fastest ways to validate your changes.

Compare with staffing demand

Use this view alongside your staffing expectations.

Ask:

• Does this match what we planned?
• Are we over or understaffed?
• Do we need to move people?

This keeps your schedule aligned to demand.

Important to know

• This is a view only change
• It does not affect the schedule
• You can switch back at any time

What next

👉 Staffing Overview

Compare your schedule against demand and see where you are over or understaffed.