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You use the column menu in the left pane of the Employee view to sort and filter the information that is displayed in the schedule pane

To open the Employee column menu:

  1. In the right corner of the Employee view left pane, click the arrow ( 

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  1. Image Added ).

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  1. A fly-out menu appears.

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  1.  
  2. Sort and/or filter as necessary.
    For more information, see Option descriptions for the left pane menu of the Employee view

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employee-view-left-pane-menu
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Option descriptions for the left pane menu of the Employee view

OptionDescriptionNotes
Image RemovedImage Added Sort Ascending

Sort order depends on the selected sort-by option:

  • If Sort by Name is selected, sort employees by name (last name, first name) in alphabetical order.
  • If Sort by Seniority is selected, sort employees by seniority, from least senior to most senior.
  • If Sort by Utilization is selected, sort employees by ascending utilization.
Default: Employees are sorted by name (last name, first name) in alphabetical order.
Image RemovedImage Added Sort Descending

Sort order depends on the selected sort-by option:

  • If Sort by Name is selected, sort employees by name (last name, first name) in reverse alphabetical order.
  • If Sort by Seniority is selected, sort employees by seniority, from most senior to least senior.
  • If Sort by Utilization is selected, sort employees by descending utilization.
 
Hide/Show Availability

Show or hide employees' recurring availability restrictions.

Shifts with required off availability .Required appear as green bars. Shifts with preferred off availability appears appear as green shift bars with white hash marks.

Default: Availability is shown.

If availability is hidden, the menu option is Show Availability. If availability is displayed, the menu option is Hide Availability.

Show/Hide Time Off Requests

Show or hide employees' time off requests.

Time Shifts with approved time off requests appear as yellow bars. Shifts with pending time off requests appear as yellow shift bars with white hash marks.

 Default: Time off request are shown.
Show/Hide Shift Utilization

Show or hide shift utilization.

The Shift Utilization feature allows you to see how much of a shift is productive to the work content so provides a visual representation of the amount of work content distributed to a shift—that is, the portion of the shift that is productive and the balance of which is idle time. The Shift Utilization feature helps ensure that you do not over- or under-scheduleunderschedule work. Shift Utilization appears as a small percentage bar on top of its associated shift bar.

If

shift utilization

Shift Utilization is hidden, the menu option is Show Shift Utilization. If

shift utilization

Shift Utilization is displayed, the menu option is Hide Shift Utilization.

Shift Utilization applies only to jobs with event-related standards, such as banquet housemen.

Sort by NameSort employees by name (last name, first name ) in alphabetical order.

Default: Employees are sorted by name (last name, first name) display name in alphabetical order.

A check mark appears in front of the selected sort-by option.

Sort by Seniority

Sort employees by seniority.

What determines seniority?

 The seniority date is configured in the Employee Maintenance screen.
Sort by UtilizationNot sure what this does. Does it sort by most utilized? Sort from least scheduled to most scheduled for the selected period.Default: From least to most utilized.
Show Stats

Opens a fly-out menu to select the following options to that display statistics:

  • Total Hours – Select —Select the check box to display total hours . Percentage of total hours worked?scheduled for period selected. 
  • OT Hours – Select —Select the check box to display overtime hours . Percentage OT hours worked?scheduled for the selected period.
  • Average Shift Utilization – Select —Select the check box to display the average shift utilization. Percentage of a shift that is productive to the work content?percentage of work content distribution for the employee's scheduled shifts.

These stats display additional information about employees. When you select check boxes to display stats, the selected statistic type appears as a new column next to the employees' names in the left pane. You can select all three stat types at the same time. These stats display additional information about employees.

Are all of these numbers percentages?

Default: No stats are selected.
Filter by Schedule Group

Opens the Schedule Group Filter dialogue box for you to select the

jobs

schedule groups by which to filter. This feature

allows you to focus

focuses only on selected schedule groups.

For more information, see Schedule Groups.