The Employee Panel can be positioned either at the top of the screen, or to the right-hand side for certain menus.

For example, on the Personal, Time Card, Punches, Attendance and Active Schedule.

Standard Docking

▪Click on the Action icon, if the option Employee Panel Placement is listed you may select a location to place the Employee Panel.

▪Click on Employee Panel Placement option.

The Undocked option will leave the Employee Panel in the default position, at the top of the screen.

Selecting Docked to the Right will relocate the Employee Panel to the right side of the screen and remain visible.

Selecting Docked to the Right will place the Employee Panel, open and usable, on the right side.

Docking at Top Option

A third docking option is available on screens such as the Time Card Hours. This option will locate the Employee Panel at the top, above the Time Card.

On the Time Card, the Employee Panel Placement Option is found on the Options list.

▪Click on the Employee Panel Placement option.

▪Click on Dock to the Top option.

The Employee Panel will be positioned above the Time Card Hours section.

To adjust the size of your view, click and hold on the grey horizontal bar. Drag the bar up or down to adjust the size of the sections.

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To access the Employee Panel, click in the name window.

Below is a description of the different areas of the Employee Panel.

1.The name of the employee you select on the list will appear as shown above.

2.The filter option allows you to filter your employee list i.e. by facility, department, class etc.

3.The grouping option allows you to apply multi-level grouping to your list of employees.

4.To search for a specific employee, select the search option from your pre-configured drop-down list.

5.Once you have selected your search option to the left (#4), specify the detail of this search i.e. employee badge number if you are searching by badge.

6.This is the Employee Panel Actions Menu of functions such as: Add, Delete or Modify.

7.Click in the tick box(es) to select employees or tick on the column tick box to select all.

8.Click on any column heading to sort your employee list by this option.

Use the scroll bars located on the right to move the list up and down or the bottom scroll bar to move the window left or right.

The employee currently in focus will appear in red.

The Employee Panel can be filtered by using the Filter option.

▪Click on the Filter icon (Funnel). (Icon is blue when a filter has been set; grey if the filter has not been applied.)

▪Click on the Add Filter option.

Using the drop-down arrows select the criteria from the lists provided.

To view in-active employees untick the Active Only option in the top right corner.

To remove filters simply click on the Trash Can icon.

The Reset button will remove all filters.

The sorting can be changed by clicking on the column heading. The heading will disappear and now show an arrow. An arrow will display showing how the field is sorted.

In the example below the sort of focus is on the column Employee Number and shows the sort is from lowest to highest.

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The Employee Panel can be sorted using grouping, for example: Department, Class.

▪Click on the Grouping icon. (Three blocks).

The pop-up menu will allow for a total of three different levels.

▪Click on the drop-down arrow for a list of the available levels.

▪Click on the levels to be used.

▪Click Apply to save.

In this example the Employee Panel will be sorted by Department, then Class.

The screen is refreshed and displayed using the selected grouping levels.

Click on the arrows in the far left column to expand the groups and sub groups.

Arrows pointing down are expanded levels. To close a level, click on the arrow.

In this example the department DIET is expanded showing the 6 classes.

Class ACT is expanded to show the two employees within the class.

Select employee(s) by clicking in the tick box(es) beside the employee.

In our example two employees are selected on the Employee Panel and are displayed on the Active Schedule.

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On the Employee Panel toolbar is the Actions icon.

Click on the Action icon for a drop-down list of functions that can be selected while working in the Employee Panel.

Field Visibility

For detail instructions on Field visibility please see Column/Grid Heading Configuration.

Add Employee

For detail instructions for Adding Employee. please see Adding & editing Employee.

Delete Employee

For detail instructions for Deleting Employee, please see Adding & editing Employee

Refresh

Clicking on the green Refresh option, will update the screen.

Employee Alteration

Click this option to open the window to allow you to change: Number, Badge and Status.

To modify Status, click on the drop-down arrow and select the new status.

Need Information

The system will check all employees’ information for those that are missing required information. This might occur when the employees are first uploaded into the database.

Seniority Representation

Use this function to set how the Seniority column is displayed.

Deselect All

Will deselect the currently selected employees.

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