Custom sorting of employees
What is custom sorting?
Custom sorting allows you to determine the order in which employees are displayed in the operational plan.
By default, employees are sorted by the selected employee view, for example:
- department
- employee number and name
If you want a different order, you can enable custom sorting
When should you use custom sorting?
Custom sorting can be useful if you want to display employees in a specific order.
This can be, for example, if you want to group employees by:
- team
- work area
- role
- fixed location
- internal workflow
- the order managers usually use when following up employees
How to enable custom sorting
- Go to Operational Plan
- Click viewing options (the eye icon) in the top right.
- Select Use custom sorting.
When the option is activated, a sorting column appears on the left side of the plan.
You can switch between standard sorting and custom sorting in the viewing options.
How to set sorting numbers for employees
When custom sorting is activated, you can set the desired sorting number for employees.
Here's how:
- Activate Use custom sorting.
- Find the sorting column on the left.
- Click on the pencil icon.
- Enter the desired sorting number for employees.
- Save the change.
Employees are sorted by the number you enter.
Use the same sorting number for employees who should be shown together
You can give multiple employees the same sorting number if they are to be displayed together.
Example:
Employees | Sorting number | Result |
|---|---|---|
Group 1 | 10 | Shown first |
Group 2 | 20 | Shown after group 1 |
Employees without a sorting number | No value | Shown after employees with sorting |
If multiple employees are given sorting number 10, they are shown together. Employees with sorting number 20 are shown after employees with sorting number 10.
Employees who do not have a sorting number are shown after employees who have a sorting number.
Important to know about custom sorting
Sorting numbers are shared by all managers.
This means that:
- all users see the same custom sorting
- it is not possible to create different custom sorting per user
- changes to sorting affect the view for other managers who use custom sorting
This means new managers do not need to create their own sorting, and all users work with the same view.
Standard sorting or custom sorting?
Option | Used when |
|---|---|
Standard sorting | You want to sort employees by standard view, for example, number and name, or by name only. |
Custom sorting | You want to control the order employees are shown in the operational plan. |
You can switch between these options in the viewing options.
Frequently asked questions
What is custom sorting in the operational plan?
Custom sorting means that you can determine the order employees are displayed in the operational plan by assigning employees sorting numbers.
Where do you enable custom sorting?
You enable custom sorting in the viewing options in the upper right by selecting Use custom sorting.
How do you change sorting numbers for employees?
Click the pencil icon in the sorting column on the left and enter the desired sorting number for employees.
Can multiple employees have the same sorting number?
Yes. Multiple employees can have the same sorting number if you want them to be displayed together.
What happens to employees without a sorting number?
Employees without a sorting number are displayed after employees who have been assigned a sorting number.
Is custom sorting personal for each user?
No. Custom sorting is common for all managers. All users see the same sorting when custom sorting is activated.