Configure Advanced Sort

Advanced Sort enables managers to sort employees in the Schedule Planner by selecting a configured Procedure Set with a Sort Employees context .

To use the Advanced Sort capability in the Schedule Planner, you need to configure the applicable options in the Schedule Planner setup and configure Procedure Sets for sorting employees.

Configure Procedure Sets for sorting employees

Create one or more Procedure Sets to use for sorting employees in the Schedule Planner. Any existing Procedure Sets that have a Sort Employees context are also eligible to select from in the Sort panel in the Schedule Planner.

For more information about creating procedure sets, see Build a sorting and matching procedure set.

To create a Procedure Set for sorting employees:

  1. Navigate to Main Menu > Administration > Application Setup > Scheduler Setup > Sorting and Matching > Procedure Sets.
  2. Click New.
  3. Enter a Name and Description for the Procedure Set.
  4. In Context, select Sort Employees.
  5. In the Step column, select Sort Employees.
  6. In the Parameter 1 column, select an existing Employee Rule Set to use for sorting employees. For example, you may want sort employees by Seniority Date or Hire Date.

  7. To define another step, click Insert a new row. Repeat the options.

  8. To remove a step, click Delete this row. Click Yes to confirm.

  9. To change the order of a step, select the radio button and click the up or down arrows as needed.
  10. Click Save and Return.

Configure Advanced Sort options in the Schedule Planner

To create or edit a Schedule Planner:

  1. Navigate to Main Menu > Administration > Application Setup > Scheduler Setup > Schedule Planner.
  2. Select an existing Schedule Planner and click Edit . For information about creating a new Schedule Planner, see Configure Schedule Planner.
  3. Under Secondary Schedule Configuration:
    1. Select Allow Advanced Sort to enable advanced sorting in the Schedule Planner. When this option is selected, the Sort button displays in the Schedule Planner toolbar. Clicking Sort opens the Sort panel where managers can select from the list of Procedure Sets that have been configured with the Sort Employees context.
    2. (Optional) In Default Employee Sort (When below maximum employee limit), select a Procedure Set to use as the default for how employees are sorted when the Schedule Planner is opened.

      The list consists of eligible Procedure Sets that have been configured with the Sort Employees context. You can use the Search functionality to locate the desired Procedure Set or you can scroll through the list.

      When the Schedule Planner is opened, if the number of employees exceeds the maximum limit, the system cannot use the Default Employee Sort Procedure Set and the employees are sorted alphabetically. Managers can select a smaller location to apply the Default Employee Sort or use the Sort button on the toolbar. The maximum employee limit does not apply when sorting using the Sort functionality.

      Note: If a default employee sort Procedure Set is associated with one or more Schedule Planners, it cannot be deleted.
  4. Click Save.