Controlling the Employee view


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. 

  1. In the right corner of the Employee view left pane, click the arrow (  ).
    A fly-out menu appears. 
  2. Sort and/or filter as necessary.
    For more information, see Option descriptions for the left pane menu of the Employee view. 

Option descriptions for the left pane menu of the Employee view

OptionDescriptionNotes
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.
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 appear as green bars. Shifts with preferred off availability appear as green 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.

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

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

Show or hide shift utilization.

The Shift Utilization feature 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 underschedule work. 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.

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

Sort by NameSort employees by name in alphabetical order.

Default: Employees are sorted by display name in alphabetical order.

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

Sort by Seniority

Sort employees by seniority.

The seniority date is configured in the Employee Maintenance screen.
Sort by UtilizationSort 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 that display statistics:

  • Total Hours—Select the check box to display total hours scheduled for period selected. 
  • OT Hours—Select the check box to display overtime hours scheduled for the selected period.
  • Average Shift Utilization—Select the check box to display the average 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.

Default: No stats are selected.
Filter by Schedule Group

Opens the Schedule Group Filter dialogue box for you to select the schedule groups by which to filter. This feature focuses only on selected schedule groups.

For more information, see Schedule Groups.

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