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Sort Employees in Schedule Pooling

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:

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,

Step 5: Repeat Step 4 for each date you’d like to add to Schedule Pooling, then select Save.

Step 6: Select Reload Settings.

Additional Information
If you’ve already moved to the latest ASSP
, you won’t see Reload Settings; your changes will take effect within 5 minutes.

Congratulations! Scheduling Managers can now update their sort options in Schedule Pooling.

How to Update Your Schedule Pooling Sort Order

Each manager selects the order employees display when approving a pickup/exchange request in Schedule Pooling.

Step 1: Open Schedule Pool on ASSP.
By default, this can be found in Schedules.

Step 2: Select Approve for a pickup/exchange request you’d like to assign to an employee.

Step 3: On the Pickup by employee tab, select Sort. 

Additional Information
Here you can select which information is visible, and the order employees display.

Step 4:  Select the information you’d like to sort employees by in the Sort column and select A-Z or Z-A.

Additional Information
When sorting Dates: 

  • Select A-Z to sort employees by oldest to most recent date. 

  • Select Z-A to sort employees by most recent to oldest date. 

When sorting numbers: 

  • Select A-Z to sort employees by smallest to largest number.

  • Select Z-A to sort employees by largest to smallest number.

Step 5: In the Visible Column:

  • Select the information to display, so there’s a checkmark beside it.

  • Deselect the info you don’t want to display, so there’s no checkmark.

Step 6: Drag and drop each field until they’re in the correct order.

Additional Information
The order determines two things:

  • The order the information columns appear on the screen.

  • The sort order if you’re sorting by multiple values. Employees are sorted by the first listed field with a sort option selected. If two employees match, their order displays based on the second field with Sort specified, etc.

In the example below, all available employees display first, from oldest to most recent Schedule Seniority Date. If two employees have the same Schedule Seniority Date, the employee with the most Service Hours displays next. 

Step 7: Select OK to save your changes.

Congratulations, you’ve updated which employee information displays and the order employees are sorted.

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