Setting Filters

When you are logged in as a manager or supervisor, the Filter option is available to tailor employee lists to the employee records you want to see. Applying filters is helpful, for example, if you work for a very large company, and/or you want to view only employees assigned to a particular pay group or department.

After you create and save a filter, it remains active at all times until you modify the filter, clear the filter, or log out of the application. The active filter icon appears next to Filter when one or more filters is active.

To set a filter

  1. Click Filter. The Filter Criteria dialog appears. By default you are on the Supervisor tab.

Note: The number of currently selected filters per filter tab is noted in parenthesis.

  1. Specify your filter settings. Filters are grouped under Supervisor, Pay Group, Shifts,Hierarchy, and Misc tabs Click a tab to select the type of filter you want to set.

If you are setting a hierarchy filter, click the Hierarchy tab, and click to choose the type of hierarchy. The hierarchy filter selects employees based on their home hierarchy assignment.

    • Company: A listing of company codes and company names.
    • Location: A listing of company code, company name, location code, and location name.

When company codes are selected for filtering, only the locations within the selected companies are visible.

    • Division: A listing of company code, company name, location code, location name, division code, and division name.

When company codes and/or location codes are selected for filtering, only the divisions within the selected companies / locations are visible.

    • Department: A listing of company code, company name, location code, location name, division code, and division name, department code, department name.

When company codes, location codes, and/or division codes are selected for filtering, only the departments within the selected companies / locations / divisions are visible.

    • Position: Company code, company name, location code, location name, division code, and division name, department code, department name, position code, position name.

When company codes, location codes, division codes and/or department codes are selected for filtering, only the positions within the selected companies / locations / divisions / departments are visible.

 

Unlike the other filter tabs, that require the selection of multiple filter criteria, the Misc tab allows for enabling or disabling the Worked in Hierarchy Filter. This filter enables the display of any employee who recorded time in the supervisor's hierarchy during the specified period. By default, the system analyzes 30 days of Time Card data to determine if an employee should be displayed on a supervisor's employee list. Also, unlike the other filter tabs, the values on the Misc tab are persisted when a user log offs.

 

  1. To sort any column, click on a column heading.
  2. To activate a level filter, click anywhere on its display line. A check mark appears and the display line is highlighted. To activate all level filters, click the check box in the header row.
  3. Click Save.

To set a time-worked filter

To clear a filter

  1. Click Filter. The Filter Criteria dialog appears.
  2. Click Clear Filter.
  3. Click Close to close the Filter Criteria dialog.