You can 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:
- In the right corner of the left pane, click the arrow ( ).
The menu appears. See the table below for descriptions of the menu options.
Option descriptions for the left pane menu of the Employee view
Option | Description | Notes |
Sort Ascending | Sort employees by name (last name, first name) in alphabetical order. | Default: Employees are sorted by name (last name, first name) in alphabetical order. |
Sort Descending | Sort employees by name (last name, first name) in reverse alphabetical order. | |
Hide/Show Availability | Show or hide employees' required off availability. Required off availability appears as green shift bars. | 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 off requests appear as yellow shift bars. | |
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 that you do not over- or under-schedule. Shift Utilization appears as a small percentage bar on top of its associated shift bar. | If shift utilization is hidden, the menu option is Show Shift Utilization. If shift utilization is displayed, the menu option is Hide Shift Utilization. |
Sort by Name | Sort employees by name (last name, first name) in alphabetical order. | Default: Employees are sorted by name (last name, first 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? | |
Sort by Utilization | Not sure what this does. Does it sort by most utilized? | |
Show Stats | Opens a fly-out menu to select the following options to display statistics:
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 by which to filter. This feature allows you to focus only on selected schedule groups. |