The Filters functionality allows you to edit your view of the application for quicker access to employee information in the application. For example, you may set up a filter to only a list of direct reports or only those you directly supervise.
To filter the Status Board:
- In the upper-right corner of the Status Board, click the Filter icon.
- Enter letter or letters to filter on and click Apply. The filter searches the list for that string of letters and only displays those employees with that string in their name.
To filter on Missing Punches or view a Summary Widget, select that in the
Status Board drop-down menu.
Clearing a Filter
Clearing a Filter allows you to quickly remove an existing filter to see a complete list of the employees. This might be a helpful tool if you are looking to filter a list of employees to just those that you directly supervise.
To clear a filter, click Filter. When the Filters screen displays, click Clear Filter.
Creating a New Filter
To create a new filter:
- Click Filter.
- Click Create New (1) to create a brand new filter. The Filters screen displays
- Click Add Fields. (2) The Choose Fields screen displays.
- Select the fields you’d like to filter on by double-click items in the “Unselected” box to move them into the “Selected” box. Note, you may also click the item you wish to move into the “Selected” box by clicking once on the column field title and then click the right-facing arrow (2) to move the field from the Unselected box to the Selected box. You can select as many fields as you wish to filter on.
- Click Save. The list is filtered to the selection(s). The Filters screen displays. From here you could filter fields further. For example, if you wanted to filter on department, you could do that and add additional Departments. For example, Department 100, Department 200, Department 300.
Reusing and Sharing a Filter
Once a filter is created, you can opt to use the inputs for an existing filter. To reuse a filter on the Filters screen, click Save As. (2) Enter the name of this new filter. (3)
You also have the option to share this filter with other Administrators. Select Allow others to view this filter, as needed. When you are all set, click Save. When a filter is in use, a check mark displays next to the filter icon.
