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Sorting Employees, Positions, and Schedules

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Overview

Sorting allows you to modify the order that employees, positions, and schedules appear in When I Work.

Sort employees

Sorting your employees allows you to modify the order they appear on the scheduler. 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. Click Calendar Scheduler.

  2. Click Down in the top-left corner of the scheduler.
  3. Select First Name or Last Name to sort employees.

Custom sort

  1. Click Calendar Scheduler.

  2. Click Down in the top-left corner of the Scheduler.
  3. Select Custom.
  4. Click Sort to sort employees.A Reorder Workers screen appears.
  5. Click and hold Move to the left of the employee name, then drag to reorder.

     

    NOTE: To undo custom sorting, click Reset.

  6. Click Save when finished.

Sort positions

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

  1. Hover over Workplace, then select Position Positions.

  2. Click and hold Move to the left of the position name, then drag to reorder.
     

Sort schedules

Sorting Schedules allows you to change the order they appear in the Schedules menu on the top left of the scheduler.

  1. Hover over Workplace, then select Schedules Schedules.

  2. Click and hold Move to the left of the schedule name, then drag to reorder.
     
Updated on August 8, 2022

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