How to use the User Schedule Tool to View and Assign Workloads

📊 Using the User Schedule Tool to View and Assign Workloads

📘 Article Purpose

This article explains how to use the User Schedule tool in Ontraccr’s Field Schedule to quickly view each employee’s workload and assign shifts accordingly.

🔍 What Is the User Schedule Tool?

The User Schedule tool helps you:

See how many shifts each user has for a specific date or range
Identify who is overbooked or under-utilized
Assign the right person to a shift with just one click

🧭 Where to Find It

There are two places to access the User Schedule tool:

1. Inside the Shift Slider

Located above the Assigned Users section
Shows availability for the selected shift date

2. On the Main Field Schedule Page

Found next to the + Add button at the top-right
Shows user scheduling across the entire visible date range

📆 How It Works

When you open the User Schedule:

A side panel appears listing all users
For each user, it shows:
- How many shifts they’re scheduled for in the selected period
- Which shifts (if any) they’re working
Click on a user’s name to add them to the current shift

✅ Use Case: Balanced Scheduling

“I want to find someone with no shifts on Friday.”

Open the shift slider for that date
Click User Schedule
Scan for users with 0 shifts
Click a user’s name to assign them

🧠 Best Practices

Combine the User Schedule tool with labels to filter by skill (e.g., electricians)
Use with address-based proximity sorting to find the best fit by location and availability
Pair with Expected User Groups to ensure you meet shift requirements