Track 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.

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

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 .

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

1. ClickTap 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:

3. 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.

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.