Workforce - Employee Filter
Employee filters help users set multiple criteria based on roster demographics. Users can create new filters, save them, or use existing filters.
To Create an Employee Filter
- Login>> Workforce >> Employee Roster >> Employee Filter
- To create a new employee filter, click on “+ Create Employee Filter”
- In the pop-up for Setup Employee Filter, name the filter and add the demographic details you want to use to filter your employees and then “save” the filter.
- Once the filter is saved, you can view it in the list of created filters.
To Delete an Employee Filter
- Login >> Workforce >> Employee Roster >> Employee Filter.
- Select the filter you want to delete on the left, then click the “Delete” icon on the right.
To Edit an Employee Filter
- Login >> Workforce >> Employee Roster >> Employee Filter.
- Select the filter you want to Edit on the left, then click the “Edit” icon on the right.
- Edit the changes and then “Save” it
To Create a New Employee Filter from Send options
- Login >> Workforce >> Select the survey >> Send >> Click on “Add Group”
- In the pop-up for Setup Employee Filter Select “Create New” from the drop down , name the filter and add the demographic details you want to use to filter your employees and then “save” the filter.
- As you can see, we have 28 employees based on the selected filters
To use a Existing Employee Filter from send options
- Login >> Workforce >> Select the survey >> Send >> Click on “Add Group”
- In the pop-up for Setup Employee Filter Select “Use Existing” from the drop down, Select the Existing filter then “save” the filter.
License
This feature is available with the following license :
Workforce
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