This guide will show you how to create custom filters to easily find specific employee groups within your system.
To set up custom filters for your account, follow the video and/or steps below.
Create a New Employee Filter
From the left-hand side menu, navigate to the "Employees" tab.
At the top of the page, click on the "Filter Template" dropdown.
Select "Create New Filter."
A pop-up window will appear. Fill in the following details:
Filter Name: Enter a descriptive name for your new filter.
Active Status: Choose whether to include active or inactive employees who match your parameters.
Any Additional Parameters:
(Note: These options are typically found within an employee's profile under "User Policy" and "User Information" sections.)
Employee Default Hierarchy:
Click the black "+" button.
Navigate or search for the desired hierarchy (or hierarchies).
Click "OK" to select. (You can select multiple hierarchies.)
Supervisor:
Click the blank "+" button.
Search for and select the checkbox next to the applicable supervisor(s).
Click "OK". (You can select multiple supervisors.)
Once you have selected all desired parameters, click "Save Filter."
Your newly saved filter will now be available in the "Filter Template" dropdown for future use.
Edit/Delete Filters:
Select the desired filter from the Filter Template dropdown.
Click the three lines icon next to the dropdown to open the filter form.
Make your edits or click the "Delete Filter" option as needed.
If you didn't find what you were looking for, please message us using the chatbot in the bottom right corner of your account or email us at support@findd.io. We will be happy to help.