Add/Edit Filter dialog box

Select the type of criteria that employees should meet to be included in the set. Options include:

• Birth Date

• Hire Date

• Seniority Date

• Division

• Department

• Job

• Primary Class

• Secondary Class

• Work Class

• Tipped

• Home Job Pay Rate

• Home Rate of Pay

• Pay Group

Your Filter Type selection determines the available fields in the Additional Details section.

Include employees with birthdays on, not on, before, or after a specified date. 

• Relative—If ON, the filter is based on a date that is relative to today's date. If OFF, the filter is based on a static date.

• Birth Date—Choose whether the date is On, Not On, On and Before, On or After, Before, or After the specified date.

Example: If Relative is ON and you select After 2 Months, the employee set includes employees who have birthdays after two months from today's date.

Likewise, if Relative is OFF and you select On or After 5/1/2021, the employee set includes employees with birthdays after and including May 1st, 2021.

Include employees with hire dates on, not on, before, or after a specified date. 

• Relative—If ON, the filter is based on a date that is relative to today's date. If OFF, the filter is based on a static date.

• Hire Date—Choose whether the date is On, Not On, On and Before, On or After, Before, or After the specified date.

Example: If Relative is ON and you select Before 1 Year, the employee set includes employees who were hired in the past year.

Likewise, if Relative is OFF and you select On or After 5/1/2021, the employee set includes employees with hire dates after and including May 1st, 2021.

Include employees with birthdays on, not on, before, or after a specified date. 

• Relative—If ON, the filter is based on a date that is relative to today's date. If OFF, the filter is based on a static date.

• Hire Date—Choose whether the date is On, Not On, On and Before, On or After, Before, or After the specified date.

Example: If Relative is ON and you select Before 5 Years, the employee set includes employees with seniority dates in the past five years.

Likewise, if Relative is OFF and you select On or After 5/1/2021, the employee set includes employees with seniority dates after and including May 1st, 2021.

Include or exclude employees who work in the selected divisions.

• Operation—Choose whether the employee set will include or exclude members of the specified division(s).

• Divisions—Select the division(s) to include or exclude from the employee set.

Include or exclude employees who work in the selected departments.

• Operation—Choose whether the employee set will include or exclude members of the specified department(s).

• Departments—Select the department(s) to include or exclude from the employee set.

Include or exclude employees who work in the selected jobs.

• Operation—Choose whether the employee set will include or exclude employees with the specified job(s).

• Jobs—Select the job(s) to include or exclude from the employee set.

Include or exclude employees with the selected primary class.

• Operation—Choose whether the employee set will include or exclude employees with the selected primary class.

• Cross Property—If ON, employees who work at more than one property are included in the employee set if all other criteria are met. If OFF, cross property employees are excluded from the employee set.

Include or exclude employees with the selected secondary class.

• Operation—Choose whether the employee set will include or exclude employees with the selected secondary class.

• Cross Property—If ON, employees who work at more than one property are included in the employee set if all other criteria are met. If OFF, cross property employees are excluded from the employee set.

Include or exclude employees with the selected work class(es).

• Operation—Choose whether the employee set will include or exclude employees with the selected work class(es).

• Cross Property—If ON, employees who work at more than one property are included in the employee set if all other criteria are met. If OFF, cross property employees are excluded from the employee set.

• Work Classes—Select the work class(s) to include or exclude from the employee set.

Include or exclude tipped employees.

• Operation—Choose whether the employee set will include or exclude tipped employees.

• Tipped—Choose whether the filter impacts tipped employees (Yes), non-tipped employees (No), or employees who are tipped indirectly, such as through a tip pool (Indirect).

Include or exclude employees whose home job matches one or more selected pay types. 

• Operation—Choose whether the employee set will include or exclude employees with the specified job(s).

• Home Job Pay Types—Select the pay types to include or exclude from the employee set. Options include: Hourly, Piece, Salaried Exempt, Salaried Non Exempt, or Contract.

Include employees whose home job is greater than, greater than or equal to, less than, or less than or equal to the specified rate of pay.

• Home Rate of Pay—Enter the rate of pay used to determine whether an employee meets the criteria. Choose whether to include employees whose home job is greater than, greater than or equal to, less than, or less than or equal to the specified rate of pay.

Include or exclude employees in the selected pay group(s).

• Operation—Choose whether the employee set will include or exclude employees with the specified pay group(s).

• Pay Groups—Select the pay group(s) to include or exclude from the employee set.

Closes the dialog box without applying your changes.