Categories Page

To view the Categories Page, click the Administration menu, then click the Categories submenu.

Categories are optional in Schedule-Zero. If you are managing a small number of employees, you may not need Categories at all.

Categories are used to sort and filter a large number of data down to a smaller, more manageable set of data. Some examples of commonly used Categories include Location, Position, and Job Category. In Schedule-Zero, you can define up to 4 categories of your choice.

Once Members and Shifts are assigned Categories, they can then be sorted and filtered using those categories.

For an example, let's say you have a category defined for Location and it consisted of category items like "San Francisco", "New York", and "Denver". Your Members can be sorted by the Location column so that all members in Denver will be shown first, followed by New York and San Francisco, or it can be filtered by a single Location so that the table only shows Members from the New York Location.

Categories can also be assigned to Shifts, and when you do so the shift's category overrides Member's category. For an example, a Member may have their Location defined as "Denver" since that's where their work takes place normally. But when a Shift is assigned to them, and the shift's location says "San Francisco" then the work is expected to be performed at the San Francisco location.

You can perform the following tasks on the Categories Page.

Please also review the Design Your Categories section.

How to Define a Category

Follow the instruction below to define a new Category.

  • Click the New Category button. Note - this button would not show if you have 4 categories already.
  • Enter a Category Name. Examples of a category name includes Location, Position, and Job Category.
  • Enter Category Items separate by comma.
    • For an example, if you are creating a Location Category, you can enter New York, Denver, San Francisco here.
  • Click Save Changes button to create a category.

How to Edit a Category

Follow the instruction below to modify an existing Category.

  • Click name of the Category you wish to edit
  • Modify the Category Name if desired

Modifying the existing Category Items

  • To change a Category Item name, highlight the Category Item you wish to change, and type a new Category Name
  • To delete a Category Item, click the orange x button next to it

Adding a new Category Item

  • Type in a new Category Item name to the Enter New Item field
  • Either press the Enter key, or click the plus button next to the field. Newly added Category Item should then appear on the Category Items table above
IMPORTANT

When modifying an existing Category Item name, Members and Shifts that were assigned the old name will automatically be updated to use the new name. If you delete a Category Item and add a new Category Item of the same name, however, the Members and Shifts that used the deleted Category Item will not retain the new/old name.

  • When you are done, click the Save Changes button to save the change you made.

How to Remove a Category

Only the bottom most category can be removed. If you wish to remove a category up the chain, you must remove the bottom categories first.

Follow the instruction below to remove an existing Category.

  • Click the trashcan icon next to the bottom most Category.
  • Once a dialog to confirm is displayed, click the CONFIRM button.

Designing Your Categories

Categories are usually created once, updated infrequently, and used throughout the application. It is much easier to design a solid set of categories so as to avoid having to modify them later.

In general, a larger category should be defined before a smaller category. For an example, it is much easier to filter your data based on a Location first, then further filter down by a Position which usually is a subcategory to the Location. You may have a larger or smaller categories than those, or even a completely different set of Categories, but it is useful to think of their relationships based on which category envelops the others.