Article: How to Sort Employee Details on the Planner

Article Summary: "This article describes how to use the inbuilt functions to sort employee details on both the Employee Data and Calendar worksheets."


Once you've entered your employee data onto the planner you may wish to sort it so that your employees are grouped together. Equally, if you have deleted employees from the planner then you may wish to move the row(s) that the employee was using to the bottom of the planner so that there are no gaps between employees. To help with this, the planner has a built in feature for sorting employee data which will allow you to:
  • Sort by firstname, lastname, department.
  • Move individual employees into a specific order in the list.
  • Sort by multiple headings, e.g. Department then First Name.
  • Sort the employee data sheet and calendar sheet seperately.
You can choose to sort the information on the Employee Data sheet seperately from the Calendar sheets, or you can apply the same sort to both of them.

How to Sort the Employee Names on the Employee Data Worksheet

To sort the employee data sheet follow the steps below:
  • Navigate to the "Employee Data" sheet.
  • Click on the "Sort Employee Data" button.

  • You can then use the form to sort your employee data:
    • You can click on the list headings to sort the data e.g. clicking on the department column will sort the data by department name.
    • You can use the controls at the side to move employees up and down the list.


How to Sort the Employee Names on the Calendar Worksheet

To sort the employee data sheet follow the steps below:
  • Navigate to either one of the calendar worksheets.
  • Click on the "Sort Calendar" buton.

  • You can then use the form to sort your employee data:
    • You can click on the list headings to sort the data e.g. clicking on the department column will sort the data by department name.
    • You can use the controls at the side to move employees up and down the list.


Video Tutorial: Sorting Employee Data

The following video demonstrates how to sort the data on the planner:

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Sorting Employee Data By More Than One Category

It is possible to sort the data by more than one category:
  • Think about which order you want to sort the data in, e.g. Department and then First Name.
  • Now click the headings for these columns in reverse order to how you would like the data sorted, e.g. click on First Name first, then click on Department.
The following video demonstrates how to do this:

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