6.1 Filters
Filters
Filters are used to create and make use of specific groups of employees, based on fields in the Employee Details window.
Creating a Filter
1. Click on ‘View’ then ‘Filters’ from the menu bar, or click the filter icon on the toolbar.
2. Click ‘Create’ to open the Create Filter window.
3. Select the characteristic you would like to group employees by, in the Field list. (E.g. Department)
4. This will now list all of the existing types of that field, in the middle block.
5. Click on the desired Departments from the middle block, a tick will appear in the box and the employees matching the selection will be listed in the Employees list on the right.
6. To filter according to further fields, simply repeat from step 3.
7. To save the filter for future use, type a name for your new filter in the ‘Name’ field at the bottom of the window, then click ‘Save’. Otherwise you can click ‘Use’, to use the filter temporarily without saving. It is also possible to shift or control select employees for temporary filter use.
8. Before saving, choose ‘Private’ or ‘Public’. Private filters will only be available to the current user; public filters will be available to all users.
Loading/Unloading a Filter 1. Click on ‘View’ then ‘Filters’ from the menu bar.
2. Double-click the desired filter or select and click ‘Load’. This will insert all employees matching the filter conditions into the employee list. The employee list will now only allow all employees in the filter to be selected, as opposed to all employees in list.
3. To unload a filter, click on ‘Unload’, this will put ALL employees back into the list.
4. The filter currently loaded is in the status bar next to the filter icon.
5. More than one filter can be loaded at a time. To do this, as in the image below, simply place a tick in the box next to each filter you want to load and click ‘Load’. The status bar will indicate more than one filter has been applied, as below.
Editing a Filter
1. Click on ‘View’ then ‘Filters’ from the menu bar.
2. Click ‘Edit’, the Edit Filter window will open.
3. Modify the filter in the same manner as creating a filter.
4. The ‘Reset’ button will clear all conditions set and allow you to start over.
Advanced Filters
1. Further filtering can be implemented on the current employee list using the Advanced section of filters, by clicking the ‘Show Advanced’ button on the normal Create Filter window. This additional filtering is useful for selecting all staff who worked on a specific shift e.g., during the selected date range, or to further that, who achieved a specific time category.
2. These advanced selections will be combined with the selections made in the Standard section.
3. The Join Condition on Selection 1 specifies the relationship between the Standard and all Advanced selections. The Join Conditions on tabs 2, 3 and 4 identify the relationship between each of the other tabs.
4. Within each selection tab there are five categories available for further filtering; Day Programs, Time Categories, Counters, Manual Adjustments and Clockings. These options, within each individual selection are always joined using the And condition.
5. You can click on ‘Search’ at any stage of the selections to monitor which employees match the selections, displayed in the list on the right-hand side. Results can then be further selected via <Control> or <Shift>clicking.
6. Applied Day Program - This will list all employees who have been allocated to the selected day program for the date range.
7. Time Category Earned - Lists all employees who have been allocated any time for the particular category for the date range.
8. Counter Earned - Lists all employees who have been allocated the particular counter for the date range.
9. Containing Adjustment - Lists all employees who have had the particular adjustment added any time during the date range.
10. Clockings from device - Lists only employees who have clockings from a particular device.
11. Clockings between - Lists all employees who have clockings between (including) the entered times, for all of the dates specified.
12. Contains any alternate day program - Lists all employees who have had an alternate day program assigned to them.
13. The Access tab allows for filtering based on Access Group validity.
14. The final tab, Emp Search, allows for searching and selecting of specific employees.
15. By entering some characters in the left-side field, employees whose name or employee number matches the typed entry will be presented. From this resulting list, anyone marked with a tick will appear in the filter. After selections have been made further searches can be initiated and their results appended to the selections.
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