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.
Create a New Filter
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."
Fill out the pop-up
Filter Name: What you want the filter to be named
Active Status: Whether you want to see active or inactive employees that match your parameters
Allow Punches from Personal Device
Self Service Login Enabled
Mobile Agreement Accepted
Note: These options can be found in an employees profile under the user policy and user information dropdowns
Employee Default Hierarchy
Click on the black "+" button to navigate or search the hierarchy you want to set, then hit ok.
Note: Multiple hierarchies can be selected
Click on the blank "+" button to search and select the box next to the applicable supervisor(s), then hit ok.
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
Use/Edit Saved Filters
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
Edit or delete the filter as needed
Didn't find what you were looking for? Send us a chat through the chat icon or email us at Support@findd.io and we'll be glad to help.