Custom Employee Sorting

SchedulePro can now be configured with the right sort options for your schedule in the employee list.  Additional parameters can also be created to use when building or editing sort options for your teams. 

Custom sorts on the employee list can be used to properly order employees in a meaningful way. This is particularly useful when manually assigning individuals to shifts instead of relying solely on search methods within the candidate finder.

Custom Employee Parameters

Custom employee parameters can be set up to provide flexibility on building the correct sort orders for schedulers to use when determining who should be evaluated and scheduled for extra shifts through the employee list. SchedulePro offers basic parameters, but now you can set up additional items including overtime hours to properly sort the employee list to fit your needs. 

To view and manage the existing parameters on your site, to to Settings > Custom Employee Parameters.

1. Select a preconfigured parameter or hit +New
2. Edit/Enter the name or description to match internal terminology
3. Use Modify to update the parameter value (must be configured in the backend)
4. Use Default Value to determine order
5. Click Save 

Locations and positions can be sorted by print orders. For more details on setting print orders, review the Codes article.

 

Employee Sorting

Once all of the parameters are set up within Custom Employee Parameters, you can build or modify the sort options for your team to use. In this section you'll have the ability to create, edit, or delete employee sorts for your schedulers to choose from. 

1. Go to Settings > Employee Sorting
2. Select one of the available sort options or hit +New
3. Edit/Enter the name and description 
4. Arrange Sort Configuration
   1. Drag and drop parameters to prioritize them
   2. Remove unnecessary parameters
   3. Select +Add to insert another parameter
5. View the results as you move things around below. They'll update real time with changes.
6. Once your sort is set, click Save

Overtime Sorting

Parameters

If you are building an overtime parameter, you will see at least two options for the overtime parameter: default and historic. If your site is configured for other overtime counting policies, you will see them as options to choose from. 

• Default - straight overtime hours (scheduled and adjusted overtime)
• Historic - total overtime hours including refusal hours
• Other - if you have another option and require clarification on what it is counting, please contact [e-mail]

Schedule Sorting

The system will look at the first date set on the calendar to determine the employee list order by overtime. As you assign overtime to employees manually, the employee list may rearrange depending on the overtime equalization setup in your system. However, if your site is configured to look at overtime day-by-day, you will need to either work with the calendar set to a 1-day duration, or set the start date of your date range to the date you are assigning shifts for.