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Sorting Employees and Positions

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Overview

If you’d like to group employees or positions a certain way, sorting allows you to modify the order employees or positions appear in When I Work.

Sort employees

Sorting your employees allows you to modify they order they appear on the schedule. You can sort employees by first or last name, or you can custom sort if you prefer to view employees in a different order.

Alphabetical sort

If you prefer to view employees in the schedule based on their first or last name, you can sort employees alphabetically.

  1. Go to the Employees page.
  2. At the top of the list of employees, click Down next to the Employees header.Sort employee menu
  3. Select First Name or Last Name to sort employees.

Custom sort

  1. Go to the Employees page.
  2. If you have multiple schedules, use the Schedules menu in the top-left corner of the screen to select the schedule you want to sort. The sorting option only appears once you’ve selected a schedule.
  3. Click and hold  More button  to the left of the employee’s name, then drag to re-order.

Sort positions

Sorting positions allows you to change the order they appear in the Positions menu to the left of the schedule.

  1. Go to the Positions page.
  2. Click and hold  More button  to the left of the position name, then drag to re-order.

     
Updated on November 17, 2017

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