Display employees in the order you’d like to see them in Schedule Approval on ASSP. Each manager selects which employee information displays and the order employees are listed. By default, managers can opt to sort employees by these fields:
As an administrator, you can also add user-defined dates from the employee profile to Schedule Approval. Once added, managers can select to display the date and use it to order the employees in the list.
This article guides you through:
Identifying the Additional Information to add to Schedule Approval.
Adding the Additional Information to Schedule Approval on ASSP.
Updating the employee information displayed and the order employees display in Schedule Approval.
How to Identify the Additional Information to Add to Schedule Approval
Avanti Administrators can add additional Employee Profile information to Schedule Approval, for Managers to display and sort employees by.
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 and T fields you’d like to display or sort employees by from the Dates column.
Additional Information
You can display any of the fields here in Schedule Approval. You can add as much information as you’d like.
Please note the M# or T# 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 ScheduleApprovalSettings.AdditionalSortColumns.
Step 4: Next, you’ll need to update the Value with the dates and their labels.
If there’s text in the Value that isn’t followed by a comma, add a comma.
Enter the label you’d like to display on ASSP.
Add an equal sign.
Next, enter the M# followed by a comma.
Additional Information
This is the M# from the How to Identify the Additional Information to Display 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 Approval, 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 Approval.
How to Update Your Schedule Approval Sort Order
Each manager selects the order employees display when approving a pickup/exchange request in Schedule Approval.
Step 1: Open Schedule Approval on ASSP.
By default, this can be found in Schedules.
Step 2: Select Sort.
Additional Information
Here you can select which information is visible, and the order employees display.
Step 3: Select the employee information you’d like to sort by.
Step 3: Select whether you’d like to sort by the Code or Description.
Step 4: Select how you’d like to sort, from 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 Display, select what gets displayed.
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. If two employees match, their order displays based on the second field with Sort specified, etc.
In the example below, employees display 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.