Coworker Display Order in the Weekly Schedule View

Coworker Display Order in the Weekly Schedule View

In the weekly and daily schedule views, Beam applies a standard default display order for coworkers.

This order can be adjusted at any time by the manager using several sorting criteria, depending on operational needs.

Standard configuration (default order)

By default, coworkers are displayed according to the following logic:

1️⃣ Main Manager

2️⃣ Secondary Managers

3️⃣ Coworkers, sorted by contractual weekly hours (descending order)

4️⃣ Alphabetical order (tie-breaker)

Note – contract changes during the week

If a contract change takes effect in the middle of a week, the contract considered for that week is the one in effect on Sunday of that same week.

Customizing the coworker display order

In addition to the default configuration, Beam allows managers to customize how coworkers are displayed in the weekly and daily schedule views, to better match real-life store organization.

The following sorting criteria are available:

• Coworker category

  (based on the category assigned in the coworker profile)

• User role

  (Manager, Coworker, Super-administrator)

• Coworker skills

  (one or more skills assigned to the coworker)

Sorting options

For each criterion, you can:

• Sort in ascending order

• Sort in descending order

• Define a custom order, by manually arranging each item

  (for example, the order of coworker categories)

This makes it possible to:

• group key profiles together,

• prioritize specific roles,

• improve schedule readability based on operational context.

“Lab” indicator – weekly workable hours

Below each coworker’s name, several indicators are displayed.

The first one, “Lab”, represents the number of workable hours for the current week.

This value is calculated by deducting non-working days, such as:

• public holidays,

• PTO / vacation days,

to reflect the actual number of hours the coworker can work during the week.

Important

? The “Lab” indicator does not affect the display order of coworkers.

• A coworker on PTO keeps the same position in the list.

• A coworker on long-term leave remains displayed in the same position.

This ensures visual stability of the schedule from one week to the next.

Temporarily hiding a coworker from the schedule

If a coworker is on long-term leave and their presence clutters the schedule view, they can be temporarily hidden.

To do so:

1️⃣ Click on “Employees of this calendar”

2️⃣ Deselect the relevant coworker

Good to know

• This action does not delete any data

• It only hides the coworker and their shifts from the schedule view