WFM UK: Activity-Based Scheduling: Sorting of Employees and Job Roles

Overview

On the Schedule page, it is possible to change the order in which employees and job roles are displayed. This can help make the process easier to follow when planning/scheduling for a week. As shown in Fig.1 there is a sorting button under the daily 'postcards' in the weekly Schedule view.

Fig.1 - Reordering button - weekly view

• Select the sorting button

The system will switch to 'reorder' mode.

• Using the toggle shown in Fig.2, switch between Employee/Job Role as required
  • Sorting by Job Role will remove all employees from the view, displaying only Job Roles
• Drag and drop employees or job roles into their required order
• Once changes have been made, select Save

The sorting will be saved in both weekly and daily scheduling pages.

Fig.2 - Employee/Job Role toggle, sorting employees

Fig.3 - Sorting job roles

When saved, the sorting order will update for all users who have access to that Department.