Sort and Filter Schedules

You can sort Schedules and Centralized Schedules based on how you prefer to view schedule data. Depending on how Dayforce is configured, you can configure a sort order for employees and groups, or use a custom sort order.

You can also filter Schedules and Centralized Schedules so that they show only shifts that meet certain criteria.

The filters that appear in the Filter panel are configured in System Admin > Roles , in the Features tab. Go to the Schedules role feature, click the parameters configuration icon (), and select the filters that you want to use.

Before You Begin: The tasks below assume that you already loaded a schedule in Schedules or Centralized Schedules.

Use the links below to go to a particular section:

• Sort Schedules
• Sort Schedules by Group (Centralized Schedules Only)
• Custom Sort Schedules
• Filter Schedules
• Save Filters as Favorites and Lists
• Edit Favorites and Lists

Sort Schedules

This section describes how to sort Schedules and how to sort Centralized Schedules by employee.

To sort schedules

1. Do one of the following, depending on the feature that you’re using:
   • In Schedules, click Sort.
   • In Centralized Schedules, click Sort > Employees.
2. In the Sorting Options dialog box that opens, select settings in the Available column and move them to the Selected column using the arrows. You can select up to three settings.
3. In the Selected column, use the up and down arrows to order the settings.
4. In the Order drop-down list, select whether you want to sort the settings in ascending or descending order.
5. Click Apply.

Sort Schedules by Group (Centralized Schedules Only)

Before You Begin: Configure groups and their entities in Schedule Setup > Operational Templates. See Configure Operational Templates.

To sort groups in Centralized Schedules: 

1. In the toolstrip, click Sort > Groups.
2. In the Sort Groups dialog box, select the group whose sort order you want to configure.
3. In the Group Sorting column, use the up and down arrows to sort the group's entities.
4. Click Apply.

Custom Sort Schedules

Role feature access: Schedules > Enable Customized Employee Sort Order

To custom sort your schedules:

1. In the toolstrip, click Custom Sort. Dayforce adds arrow icons beside each employee's name in the list:
2. 
2. Use the arrows to reorder the employee list.
3. Click Save.

Dayforce loads the schedule according to your custom sort order each time that you load it.

Filter Schedules

To filter schedules:

1. In the toolstrip, click Filter.
2. Click Add Filter, select the filters that you want to use, and then click Update.
3. Configure the filter values and then click Apply.

Save Filters as Favorites and Lists

To save a filter as a favorite or a list:

1. In the toolstrip, click Filter.
2. Configure the filters and then click Apply.
3. Click Favorites > Add New Favorite or Favorites > Add New List.
4. Enter a name for the filter or list and then click Save.

Dayforce adds the favorite filter or list to the Favorites drop-down list.

Edit Favorites and Lists

To edit a favorite filter or list, click Favorites > Manage Favorites or Manage Lists. In the dialog box that opens you can:

• Rename favorites.
• Delete favorites.
• Add or remove employees from lists.