Modifying Default Employee Find and Sort Order Configuration Settings

Select to search based on employees’ availability. These values are values outside of an employee’s regular shift, but if the employee has used the Availability module, the employee may have specified additional hours that the employee can work. See Availability options.

Select to search based on employees’ default shift. See Shift options.

Select to search based on employees’ job. Possible options are:

• Match (only retrieve employees who are qualified to perform the job of the selected cell)

• Select (to use a lookup to select a job, which matches employees’ job qualifications with the selected job)

Job qualifications are date-sensitive. If an employee's job is expired, the employee will not be retrieved.

Select to search based on employees’ tier. Possible options are:

• Full-time (retrieves employees who are full time who also meet any other specified criteria)

• Part-time (retrieves employees who are part time who also meet any other specified criteria)

Select to search based on employees’ skills. Possible options are:

• Match (only retrieve employees who possess the skill that is associated with the selected shift)

• Select (to use a lookup to select one or more skills, which matches employee’s skills with the selected skill(s))

Note: Skills are date-sensitive. If an employee’s skill is expired, the employee is not retrieved. However, if the ALLOW_EMPLOYEE_FUTURE_SKILLS_EXPIRY parameter is set to TRUE, employees can be scheduled past the point of their skill expiration, with the assumption that they will renew the required skills before the scheduled shift.

Select to search based on employee’s team. Possible options are:

• Match (employee’s home/temp team matches the team of the selected cell)

• Temp Team (match employee’s alternate or temp team with the team of the selected cell)

• Select (to use lookup to select a team, which matches employee’s team with the selected team)

Select to search for employees who are scheduled to be off. Possible options are:

• Not off (retrieve employees who do not have an absence time code or shift pattern off)

• Vacation (retrieve employees who are on vacation)

• Off (retrieve employees who have an off shift assigned)

• Absent (retrieve employees who have a time code that matches the time codes defined in the NOT_AVAILABLE_TIMECODES parameter)

Select to search for employees who are already scheduled for another shift that day in the schedule. Possible options are:

• No shifts assigned (retrieve employees who do not have any shift assignment for the day)

• One or more (retrieve employees who have at least one schedule detail for the day)

Select to search based on employees’ job priority, defined by the Preferred field. Possible options are:

• Preferred checked (retrieve employees whose job profile lists the job being searched for as preferred)

• Preferred unchecked (retrieve employees whose job profile lists the job being searched for as not preferred)

If the job criterion is not used in the search, this criterion will not have an affect on the search (as job priority is tied to job).

The sort criteria fields determine the order that the matched employees are returned and displayed. You can have up to five accumulative sort criteria, meaning that sort criteria #1 is applied, and then, if it exists, sort criteria #2 is applied, and so on. Each option offers the ability to sort either in ascending or descending order. Possible sort criteria options are:

• Seniority

• Hire Date

• Pay-rate (employee's base rate - defined by the Base Rate field)

• Rank* (employee’s rank for the job - defined by the Rank field)

• Value* (ordering by employee value - pay rate/rank)

• Birth Date

• ID

• Employee ID

• Employee Last Name

• Employee First Name

• UDF Flag/Value (any custom values created for the employee)

* Sorting by rank or by value are ignored unless job is included as part of the search criteria.