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Sort Employees in Schedule Pooling

**Released in Avanti 10.02.**

Assign the right employee to work a posted schedule easily by sorting employees on the Avanti Self-Service Portal.

By sorting employees requesting to work a posted shift, you can surface the right employee immediately. This reduces the time spent selecting employees, especially when there’s many employee requests to work the shift.

Each manager selects which employee information displays and the order employees are listed. By default, managers can opt to sort employees by:

You can also add user-defined dates from the employee profile to schedule pooling. Once added, managers can select to display the date and use it to order the employees in the list.

This article guides you through:

Important Information
Only applicable for SaaS Clients.

How to Identify the Date to Add to Schedule Pooling

Avanti Administrators can add a user-defined date to Schedule Pooling. Managers can display this information when they’re selecting the employee to work a posted schedule. They can also use it to order the employees who requested to work the shift.

Step 1: Select the Profile Field Names tab on Payroll Parameters in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Installation and Maintenance.

Step 2: Identify the M fields you’d like to display or sort employees by from the Dates column.

Additional Information
Only fields in the Dates columns, M11 to M22, can be added. You can add as many dates as you’d like.

Please note the M# label beside the variable; it’s needed to set up the display on ASSP. In this example, I’ve added M13.

Wonderful! You’ve identified the M# and are ready to set up ASSP.

How to Update the Web Setting

Step 1: Open Administration Settings on ASSP and select Company Settings.
By default, this can be found in Administration. 

Step 2: Enter AdditionalSortColumns into Search.

Step 3: Select Edit for SchedulePickupSettings.AdditionalSortColumns.

Step 4: Next, you’ll need to update the Value with the dates and their labels.

  1. If there’s text in the Value that isn’t followed by a comma, add a comma.

  2. Enter the label you’d like to display on ASSP.

  3. Add an equal sign.

  4. Next, enter the M# followed by a comma.
    Additional Information
    This is the M# from the How to Identify the Date section above.

For example, since I’m using variable M13 for employees' Schedule Seniority Date, the Value is:

Schedule Seniority Date=M13,