Using Monthly View
Overview
The monthly view of My Schedule allows a person to display a monthly schedule. It contains activities scheduled for each day, as well as their details (type, duration, start and end times). A monthly view provides a general overview of the activities over a longer period and allows a person to compare the weeks.
Note that only users with the WFM_AGENT
role assigned are able to use the My Schedule module! Read more about User Roles.
Displaying a Schedule
To display the monthly view of My Schedule, click My Schedule within the navigation tree. The My Schedule screen will display.
![](../../../__attachments/109517765/image-2023-9-13_11-28-44.png?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
The calendar on the My Schedule screen represents the current month. The current day is marked with a blue frame.
![](../../../__attachments/109517765/image-2023-9-13_11-30-16.png?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Reading a Schedule
Each day of the schedule contains the following information:
Start – start of the activities scheduled for this day
End – end of the activities scheduled for this day
Shift – length of the shift
![](../../../__attachments/109517765/image-2023-9-13_11-31-21.png?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
The activities which are scheduled for the whole day (for example vacation, sick leave) have no Start and End, as well as no Shift duration.
![](../../../__attachments/109517765/2020-03-23_11-51-35.jpg?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
![](../../../__attachments/109517765/2021-03-05_10-00-25.jpg?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
The colorful dots in the bottom left corner of each day represent activities scheduled for this day. They have the same colors as the elements assigned during the schedule creation:
![](../../../__attachments/109517765/2021-03-05_9-23-35.jpg?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Hover the mouse pointer over the dots to display the name of the activity.
![](../../../__attachments/109517765/2021-03-05_10-02-19.jpg?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
The Working Remotely icon is displayed if the person is scheduled to work remotely.
![](../../../__attachments/109517765/2020-06-30_13-51-45.jpg?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Check the number of workdays and the number of vacation days in the top left corner of the screen.
![](../../../__attachments/109517765/image-2023-9-13_11-35-58.png?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Check the total number of hours (calculated for the whole month) for which the work activity is assigned in the top right corner of the screen.
![](../../../__attachments/109517765/image-2023-9-13_11-36-18.png?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Days for which no activities are assigned are empty.
![](../../../__attachments/109517765/2020-03-23_11-58-30.jpg?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Reading the Details
To check the details of the schedule, click on a particular day. A tooltip will appear, containing the following information:
date
list of scheduled activities and their duration
total duration of assigned activities
![](../../../__attachments/109517765/image-2023-9-13_11-37-21.png?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
The Working Remotely icon is displayed if the person is scheduled to work remotely.
![](../../../__attachments/109517765/2021-03-05_10-10-42.jpg?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Click the Detail view button to switch to a weekly view or click again on the day to hide the tooltip.
On the weekly view, the day for which the details were displayed is marked with a black frame. Read more about Using Weekly View.
![](../../../__attachments/109517765/2022-11-03_14-40-56.jpg?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Navigating Between Months
To change the month, use the left and right arrows next to the selected month.
![](../../../__attachments/109517765/image-2023-9-13_11-38-34.png?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Alternatively, click on the selected month and use the tooltip.
![](../../../__attachments/109517765/image-2023-9-13_11-39-9.png?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Note that a monthly calendar is displayed even if it is empty (there is no schedule for this month).
Use the Back to current day button to navigate back to the current month.
![](../../../__attachments/109517765/image-2023-9-13_11-41-13.png?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Navigating Between Views
To change the view from monthly to weekly, click the Weekly view button in the top left corner.
![](../../../__attachments/109517765/image-2023-9-13_11-42-10.png?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
A schedule for the current week will display. The current day is marked with a blue frame. Read more about how to use it on the Using Weekly View page.
![](../../../__attachments/109517765/2022-11-03_14-42-33.jpg?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Use the Monthly view button to go back.
![](../../../__attachments/109517765/2022-11-03_14-42-33'.jpg?inst-v=c23805ac-63b7-4404-8272-a15405cd6d72)
Note that when switching back from the weekly view to the monthly view, a schedule for the same month to which the currently displayed week belongs will open.