Selection of sorting types by scheduling

Selection of sorting types by scheduling

Definition: Sorting type

This is how you display different information when you make your schedules: 
  1. The employees
  2. Other additional information
  3. The presence on the floor

When to use sorting? 

When you make your schedules, you can work to display the information that interests you at all times.
This article shows you all the ways to display the information need.

How to use sort types?

Employee display

You can have a default sort by going to your preferences. You can classify employees by:
  1. Years of service: classification by seniority date
  2. File sort order: classification according to an order that you can customize in the file of each employee
  3. Employee number
  4. Alphabetical order

According to classification by employee file

  1. Go to the Employee file,  
  2. Click on Work Parameters, in the section Parameters,
  3. Modify the corresponding box.

With a group of employees

It is a personalized filter with a filter that is made for you. Build it and modify it as needed. You can use it in schedules as well as for timesheets.
Read the full article for more information: Employee group

Viewing additional information

Totals

You have the total hours planned in the schedules:
  1. At the end of each line for each employee
  2. Folding the day for the person
  3. Passing the mouse over the date for each day
  4. Mouse over Total to display the total for the period
  5. In the top right corner of the grid: for the position and for the department
If you are in Schedules by Position, you can have the total for the entire department, for each position and for each employee.
Stat. Holidays and vacation hours are not calculated in the schedule. You will see the hours in the timesheet approval.
  1. If you want to know in advance the calculation of stat. holidays, use the report: Stat. Holidays Calculation. Choose the stat. holiday in Start Date.
  2. If you want to know in advance how vacation is calculated, you can contact your Administrator.

Tasks

You can view the tasks by clicking on   on the bottom of Total.


Presence display on the floor

Display the information on who will be on the floor for a day by clicking on the day that interests you. 
Training not be included in this table.



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