Employee Information

The Employee Information area displays the employee names and other selected information. These columns of information can be displayed on the schedule grid, or as a tooltip (when the cursor is hovered over the employee name), or both.

• The employee columns that are displayed are selected on the Show/Hide Details screen accessed from the right-click menu. Columns can be resized by dragging the column dividers.

  Tip  

  Click a column header to re-sort the information by that column. Press <CTRL> and click column headers to sort by multiple columns.

• Employee names can be separated by Group Headers to divide them into groups with the same job class, shift, employee class, home distribution, or employee status.

• Employee Schedule Exception icon

  If you do not see the Exceptions column, you can add it. For information, see Show/Hide Details.

  This symbol indicates that the employee has at least one schedule exception. Schedule exceptions, such as violations to minimum scheduling rules, are determined by the Schedule Period Validation selection style.

  The Employee Schedule Exceptions tab near the bottom displays all the employees who have exceptions. If you click on an employee row, the Employee Schedule Exceptions tab displays only the exceptions for the selected employee and the employee's name is entered in the filter box. To remove the filter to view all the employee exceptions, click the X in the filter box.

Group Headers (Employee Information Section)

The Group Headers are displayed in the Employee Information area to separate employees into groups. These groups can be by job class, shift, employee class, home distribution, or employee status. The user may choose not to use any headers (none) so all employees are sorted together.

• Group headers are selected from a menu accessed by right-clicking. Select the Group By option to display a listing of options.

• The groups can be expanded to show the employees in that group or they can be collapsed to hide them. Clicking on the header alternately expands (shows) and collapses (hides) the employees in the group. The number of records contained in a group is displayed in parentheses after the group name.

• You can drag a group to a different spot in the list so that you can have commonly used groups near the top. The new group order remains the next time you open the Schedule screen.

• Within a group, you can drag an employee to a different spot in the employee list so that you can have, for example, charge nurses or supervisors near the top. The new employee order remains the next time you open the Schedule screen.

  If you had added a row separator (see Add Row Separator), the row separator remains with the employee, even as you move that employee or other employees to different spots. Because of this, after moving an employee to a different spot, you may need to remove the existing row separator and add a new one in the desired location.