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
Option | Description | Notes |
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 Name | Sort 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 Utilization | Not 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:
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 Group | Opens 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. |