Sort employees when creating the Schedule
Depending on your preferences, you can change the order in which your employees will be displayed in your schedule, by clicking on Sort by:
- Alphabetical Order
- Employee number
- File sort order
- Years of Service
- Screen order
Alphabetical order
Alphabetical display of employees' last names.
Employee number
Display according to employee payroll in ascending order.
File sort order
Display according to the Sort order you have defined in your employees' files.
Years of service
You can have the list of employees with their years of service in Reports > Reports - Employees > Years of service.
Complete the division only if you want the complete list of a branch, or complet the other boxes if you want the report for a department only.Screen order
Has no impact on sorting your schedule. This is a display option for printing your schedule according to the sort previously selected in Pdf format.
To use it:
- Display your schedule in the desired sort order,
- Then select Screen order,
- Display the Pdf file of your schedules,
- The schedule report that you have printed will be displayed in the order you have on the screen rather than in alphabetical order by default.
Set up a Default sort
To set up a fixed default sorting system when creating your schedules, simply click on your name in the main menu, then once in your Preferences, select the Default Sort of your choice from the drop-down menu.
When you go to make your schedules in the Schedules by employee or Schedules by position menu, you will see that the sorting order chosen is automatic.
Apply a batch sort order
You can apply a batch sort order without having to switch from one employee file to another.
- In the menu Employee > Modify employee sorting order (batch),
- Select your field of application (Enterprise, departments / services, last name, first name...)
- Once you have determined the sort order, select the employees,
- Click on Save.