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.