Filter and group employees in the scheduler

Start from: The Workforce module.

• Select Scheduling > Scheduler 2.0 from the main menu.  

• Parameterize the planner to be able to access the main grid.

To make the parameterization, see Access the scheduler.

• Once in the main grid, you can organize employees using three possible actions.

Group

Allows you to organize employees by "types", such as default business units, workstations, categories, etc.

• Select the Group button in the header above the list of employees.

• Select the specific parameter by which you want to group the employees, it can be by:
  • Category group
  • Category
  • Contracts group
  • Contract
  • Fixed weekly hours
  • Default workstation group
  • Default workstation
  • Workstation
  • Current Status
  • Status in period
• Select Accept to group the employees OR Cancel to discard this action.

Filter

Through filtering, you will be able to see only those employees who meet the applied filters.

• Select the Filter button in the header above the list of employees.

• Set the specific parameters you will use to filter employees. You can adjust the following parameters:
  • Type of position
  • Work center
  • Category group
  • Category
  • Contracts group
  • Contract
  • Fixed weekly hours
  • Enabled workstations group
  • Enabled workstations
  • Default workstation group
  • Default workstation
  • Groups Tags
  • Tags
  • Current Status
  • Status in period
  • Employee
• Select Accept to save the filter OR Cancel to discard this action.

Order

This option allows you to display the employees in a specific order and following a sorting criterion indicated by the user.

• Select the Order button in the header above the list of employees.

• Configure the levels you will set for sorting the employees in the list. You can establish one or several levels to facilitate the ordering, which can be:
  • Employee
  • Type
  • Category group
  • Category
  • Contracts group
  • Contract
  • Fixed weekly hours
  • Default workstation group
  • Default workstation
  • Entry Time
  • Exit Time
  • Net Worked Time
  • Lenght of Service
  • Tag
• Once the levels are set, decide whether you want to display the employees in ascending or descending order.
• Select Accept to save the new order OR Cancel to discard this action.