---
title: "View and Manage Schedules in Scheduler and Shift Planner"
slug: "view-and-manage-schedules-in-scheduler-and-shift-planner"
updated: 2025-11-07T13:13:20Z
published: 2025-11-07T13:13:20Z
canonical: "help.workeasysoftware.com/view-and-manage-schedules-in-scheduler-and-shift-planner"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# View and Manage Schedules in Scheduler and Shift Planner

The **Scheduler** and **Shift Planner** allow managers to view, manage, and analyze employee schedules across locations, departments, or teams. These tools provide visibility into who is scheduled, when shifts occur, and overall coverage for each day or week.

You can access them from **Scheduling > Schedule Plans**.

### Scheduler

The **Scheduler** tab displays shifts by employee, criteria, or team staffing. It supports daily, weekly, and monthly calendar views. Managers can use these views to identify coverage gaps, open shifts, or overlapping assignments.

From the **Scheduler**, you can:

- Add or edit employee shifts.
- Review open shifts that still need coverage.
- View shift details, including start and end time, estimated breaks, and assigned locations.
- Publish or archive schedules after review.

Each shift appears as a colored block on the calendar. Hover over or click a shift to view details or edit it.

Gray bars represent draft shifts, and white rows represent published shifts.

### Shift Planner

The **Shift Planner** provides the same calendar interface but is organized by **criteria** such as location, role, or team. It helps managers plan shifts based on operational requirements rather than by individual employees.

From the **Shift Planner**, you can:

- View how shifts are distributed across teams and roles.
- Confirm that each plan meets coverage requirements.
- Check total hours scheduled per day and per location.

**Example: Daily by Criteria view**

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-9YA3A04I.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A10%3A57Z&se=2026-11-01T15%3A10%3A57Z&sr=c&sp=r&sig=zJKhEgNbNvR5rBZ3g3VXEMOj8JGwDIVFM8mGd%2B3xU9c%3D)

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-XHX08NFG.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A10%3A57Z&se=2026-11-01T15%3A10%3A57Z&sr=c&sp=r&sig=zJKhEgNbNvR5rBZ3g3VXEMOj8JGwDIVFM8mGd%2B3xU9c%3D)

### Viewing shift details

Click any shift to open the **Details** window. This shows the start and end time, estimated break duration, assigned location, and total shift hours.

- Draft shifts are labeled **Not published**.
- Once published, the label changes to **Published**, and totals update automatically.

**Example: Published vs. Not Published detail views** ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-4ZEJNRUR.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A10%3A57Z&se=2026-11-01T15%3A10%3A57Z&sr=c&sp=r&sig=zJKhEgNbNvR5rBZ3g3VXEMOj8JGwDIVFM8mGd%2B3xU9c%3D)

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-TVT47E1Y.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A10%3A57Z&se=2026-11-01T15%3A10%3A57Z&sr=c&sp=r&sig=zJKhEgNbNvR5rBZ3g3VXEMOj8JGwDIVFM8mGd%2B3xU9c%3D)

### Daily view totals

At the bottom of each **Daily view**, you’ll find grand totals summarizing total hours and scheduled people for the selected day.

**Note:** In all **Daily views** within the Scheduler and Shift Planner, the **Est. Break (min)** value is no longer included in the grand totals displayed at the bottom.

- Hourly totals along the bottom row are now removed, since break times cannot be assigned to specific hours.
- The **grand total** in the lower-left corner remains visible and now reflects only **scheduled working hours**, excluding breaks.
- This applies to:
  - **Scheduler:** Daily by Employee, Daily by Criteria, Daily by Team Staffing
  - **Shift Planner:** Daily by Criteria, Daily by Team Staffing

### Best practices

- Always review grand totals after publishing to confirm correct total hours.
- Use **Bulk Edit** for efficient updates to multiple shifts.
- Use **Archive** to clean up outdated schedules without deleting data.