How to Setup Custom Employee Reorder in Scheduler

The Hook: 

• Use this workflow to create, customize, and save a specific employee view for scheduling.

Prerequisites:

• Before you begin, you must log in to the system.
• This feature is available for any user with permissions to edit schedules.

The Steps:

1. Navigate to Scheduler > Step 2: Schedule Employees.
2. Click the Default View dropdown.

3. Click +Custom View. 

   

4. Hover over an employee row in Edit mode, then click, drag, and drop to a new location (within the same position).
5. Click the Eye icon to hide and unhide employees.
6. Click Save to save the custom view.
7. Enter a name for the custom view.
8. Select Private (only you will have access) or Share (any other user assigned to the same hotel can use this view). 
9. 

• Editing: You can only edit Custom Sorts that you have created. To edit a Custom Sort, hover over the Custom Sort name and select the pencil icon.

• Deleting: You can only delete Custom Sorts that you have created. To delete a Custom Sort, hover over the Custom Sort name and select the trash icon.

The Result:

• Success: The newly saved custom view will now be ready for use in the Default View dropdown.

Additional Notes

• If there are any hidden employees, a checkbox will appear near the position name. Checking Show hidden employees will list those employees at the bottom of the list.
• Employees added to a Position after a Custom Sort is established will automatically appear at the bottom of the list. To change their placement, users can manually Edit the sort order.