Findd

You can create custom filters that make it easier to see and search for employees within a specific hierarchy, have a particular supervisor or setting, or whatever combination is needed to get the filtered view that you desire.  

To set up custom filters for your account, follow the video and/or steps below. 

Navigate to the Employees tab from the left-hand side menu

Click on the Filter Template dropdown at the top of the page and click "Create New Template." 

1. Filter Name: What you want the filter to be named 
2. Active Status: Whether you want to see active or inactive employees that match your parameters 
3. Toggles for: 
 1. Exempt Employees 
 2. Allow Punches from Personal Device
 3. Self Service Login Enabled 
 4. Mobile Agreement Accepted 
 1. Note: These options can be found in an employees profile under the user policy and user information dropdowns
4. Employee Default Hierarchy
 1. Click on the black "+" button to navigate or search the hierarchy you want to set, then hit ok.
 1. Note: Multiple hierarchies can be selected
5. Supervisor
 1. Click on the blank "+" button to search and select the box next to the applicable supervisor(s), then hit ok. 
 1. Note: Multiple supervisors can be selected

Once you have selected the parameters you want click "Save Filter"

Saved filters will show up in the Filter Template dropdown

1. Navigate to the Employees tab from the left-hand side menu
2. Click on the Filter Template dropdown at the top of the page and click "Create New Template." 
3. Fill out the pop-up 
 1. Filter Name: What you want the filter to be named 
 2. Active Status: Whether you want to see active or inactive employees that match your parameters 
 3. Toggles for: 
 1. Exempt Employees 
 2. Allow Punches from Personal Device
 3. Self Service Login Enabled 
 4. Mobile Agreement Accepted 
 1. Note: These options can be found in an employees profile under the user policy and user information dropdowns
 4. Employee Default Hierarchy
 1. Click on the black "+" button to navigate or search the hierarchy you want to set, then hit ok.
 1. Note: Multiple hierarchies can be selected
 5. Supervisor
 1. Click on the blank "+" button to search and select the box next to the applicable supervisor(s), then hit ok. 
 1. Note: Multiple supervisors can be selected
4. Once you have selected the parameters you want click "Save Filter"
5. Saved filters will show up in the Filter Template dropdown

- Click on the Filter Template dropdown.
- Select the filter that you want to use

To edit or delete a filter, simply select the filter form the drop down list

Click on the three lines next to the dropdown to open the filter form

- To edit or delete a filter, simply select the filter form the drop down list
- Click on the three lines next to the dropdown to open the filter form
- Edit or delete the filter as needed

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Create a New Filter

Use/Edit Saved Filters