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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:

  • 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

OptionDescriptionNotes
Sort Ascending

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

or by utilization - sort employees by ascending utilization

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.

or by utilization

 
Hide/Show Availability

Show or hide employees' recurring availability restrictions.

Required off availability appears as green shift bars.

preferred off appears as green 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.

Approved time off requests appear as yellow shift bars.

pending time off appears as yellow 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 that you do not over- or under-schedule. Shift Utilization appears as a small percentage bar on top of its associated shift bar. -see Controlling the Job view

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 NameSort employees by name (last name, first 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.

What determines seniority? - seniority date (in emp. maint,)

 
Sort by UtilizationNot sure what this does. Does it sort by most utilized? - sorted from least scheduled to most scheduled for the selected period.Default: from least to most
Show Stats

Opens a fly-out menu to select the following options to 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 for work content distribution for the employee's scheduled shifts.

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? -first two are hours; last is percentage.

Default: No stats are selected.
Filter by Schedule GroupOpens the Schedule Group Filter dialogue box for you to select the schedule groups by which to filter. This feature allows you to focus only on selected schedule groups. -For more info, see schedule groups – add link. 
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