The objective of this tutorial is to help you understand how to customize your staff list view using the Locations/Positions or Skills filters.
Access from your: Computer
Applies to: Admin/Managers, Supervisors, and Schedulers
To start narrowing down the staff view, you should first choose the Location(s) that you need. Then, you can choose the position(s) under that specific location.
A skills filter is a separate option.
Things to know before you begin:
Locations, positions or skills must be added under the ‘Staff’ module to view or filter the staff by location, position or skills.
Locations, positions or skills can only be added by Admin/Manager(s).
Schedulers can only manage their assigned positions.
Filter, View and Save Staff by Location or Position
Step 1: Click the Staff module from the top-panel > Select the Employees tab, as shown in Image 1.
Step 2: Check the boxes next to the name of Locations, Positions or Skills from their respective drop-down > Click Apply tab to narrow down the list of staff, as shown in Image 2.
Step 3: To customize your view further, check the boxes next to the Regular Fields or Custom Fields options from the Fields drop-down > Confirm your selection with the Apply button, as shown in Image 3.
A caret symbol next to the name of the columns will sort the list alphanumerically.
If the caret is pointing up (↑), the column will be sorted from A to Z. If the caret is pointing down (↓), the column will be sorted from Z to A. If the caret symbol is oriented horizontally (›), sorting is done based on some other column.
Step 4: Save As CSV or As XLSX from Export drop-down, as shown in Image 4.
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