Track employee preferences

If configured, the Employee Preferences add-on enables you to view the preferences — for location, job, and work — that employees have specified on their Edit Profile page and that have been approved by the manager.

Note: Data is not displayed on the tab when more than 1000 employees are in the loaded schedule or when the loaded timeframe exceeds 90 days.

View employee preferences

To view employee preferences:

  1. Select the Employee Preferences tab at the bottom of the schedule.
  2. In Employee, select one or more employees to display. By default, All is selected.

    You can also select an employee from the employee list in the Schedule Planner, and that employee's preferences display on the tab.

  3. In Preference Type, select which type of preferences to display — either Locations and Jobs, Work, or All. By default, All is selected.

Information about the selected employees displays in the following columns:

  • Name — Displays the employee name.
  • Employee ID — Displays the employee ID.
  • Assignment — This column displays only if the multiple assignments functionality is enabled on your system.

    For employees with a single assignment, the default assignment is displayed.

    Assignment names are displayed in this column for Locations preferences and Jobs preferences only. For work preferences, the corresponding Assignment cell displays empty.

  • Preference Type — Displays the selected preference types.
  • Preference — Displays the employee selected preferences for the selected preference types. Preferences that have been approved display. Pending and refused preferences do not display. For Jobs and Locations preference types, up to three preferences may be listed. For Work preference type, preferences include week and shift preferences, such as desired shift lengths, maximum number of shifts they want to work in a day, and maximum hours they want to work in a week.

Adjust the display

You can adjust the display in a number of ways:

Modify the columns

  • You can change the column order by dragging the column header to the desired position.
  • You can show or hide columns in the display. Click Tap Filter to select the columns to display. A checkmark displays next to the column names that are displayed.

Expand the tab

To maximize the size of the Employee Preferences add-on, click tap Expand . To return the Employee Preferences add-on to the default size, click tap Collapse .

Filter rows

To filter out rows based on any characteristic in the column header:

  1. Click Tap Filter and select Show Filters Row.

  2. In the filters row at the top of each column, click to open a list of the following options. If the option does not appear, it is not applicable:

    Option

    Meaning

    Starts With

    Shows only transactions where this field starts with the text you enter

    Not Starts With

    Shows only transactions where this field does not start with the text you enter

    Custom

    Allows system administrators to code a different option

    In

    Shows only transactions where this field contains the text you enter

    Not In

    Shows only transactions where this field does not contain the text you enter. If you use more than one value for In or Not In, each value must be separated by a semicolon.

    =

    Shows only transactions where this field exactly matches the text you enter

    !=

    Shows only transactions where this field does not exactly match the text you enter

    Is Null

    Shows only transactions where this field is empty

    Is Not Null

    Shows only fields where this field is not empty

    Between

    Shows only transactions where this field is between two text values, separated by a space, using time, date, or alpha-numeric sequence as applicable to the format of the text in the column

    Not Between

    Shows only transactions where this field is not between two text values, separated by a space, using time, date, or alpha-numeric sequence as applicable to the format of the text in the column

  3. Enter the text to filter by in the text box.
  4. Press Enter to apply the filter.
  5. To remove the filters row, click tap Filter and select Hide Filters Row.

Sort, hide, and group

In the header at the top of each column, select to open a menu of commands:

Icon

Command

Function

Sort Ascending

Sorts the table by the value of the characteristic in that column, in ascending alpha-numeric order. If you select multiple columns to sort by, the table applies the column sorting in the order you select them, and places a small numeral next to the sort icon, indicating the priority of the sorting.

Sort Descending

Sorts the table by the value of the characteristic in that column, in descending alpha-numeric order. If you select multiple columns to sort by, the table applies the column sorting in the order you select them, and places a small numeral next to the sort icon, indicating the priority of the sorting.

Hide Column

Removes that column from the table. (To include the column again, use the menu )


Group

Collapses all the transactions that have the same value for that column into one row in the table.


Ungroup

Expands transactions collapsed for having the same value in that column, to display each transaction as a separate row.