Managing filters in an employee set

Each employee set is defined by a set of filters. Filters consist of a Filter Type and Criteria and are used to determine which employees are included in the set. You can have multiple filters, but you must have at least one filter for each set. For example, you have one filter that includes all employees who were hired within the past year and a second filter that includes all employees in the Administration and Sales divisions. As a result, the employee set only contains those employees in the Administration and Sales divisions who have been hired in the past year.

Tasks performed on the Filters tab:

  1. In the upper-left corner of the screen, select Access your applications ( main menu icon ).
    The menu expands.

  2. Select Setup > Employee > Employee Sets.
    The Employee Sets screen appears.

Employee Sets screen

Fields on the Employee Sets screen

Field Description Notes

Audit

View a history of changes to the screen.


Employee Sets pane

Add

Create a new employee set.

Edit

Edit the name of the employee set.

  

Delete

Delete the selected employee set.

This button is available only if an employee set is selected.

Employee sets list

Select the name of an employee set from the list to view details in the tabs.
Filters tab This tab is selected by default.

Add

Add a new filter.

Edit

Make changes to the selected filter.

This button is available only if a filter is selected.

Delete

Delete the selected filter.

This button is available only if a filter is selected.

Filters table

Criteria that must be met for a employee to be included in the employee set. You can have one filter or multiple filters, as needed.

  • Filter Type—Type of criteria that employees must meet to be included in the set.

  • Criteria—Specific criteria that you configured in the Add/Edit Filter dialog box.
Work Rules tab

Work Rules table

Determine which Work rule types are associated with the employee set. To determine which work rule set is associated with a rule type, click in the field beside the Rule Type and select a Work Rule Set from the drop-down list.

  • Rule Type—Name of the work rule type.

  • Work Rule Set—Displays the name of the work rule set that is configured for the employee set. If no work rule set is configured for the corresponding rule type, the column displays <No Work Rule Configured>.

Rule Type fields are read-only.
Earning Type Restrictions tab

Earning Type Restrictions table

Determine which earning types cannot be associated with this employee set.

  • Earning Type—Name of the earning type.

  • Exclude—If selected, the earning type cannot be applied to the corresponding employee set.

Earning Type fields are read-only.
Punch Type Restrictions tab

Punch Type Restrictions check boxes

Determines which button options appear for employees at the Time Clock. A selected check box indicates that the specified button is displayed to employees on the Time Clock.

Adding a filter

  1. In the Employee Sets pane, select the set that you want to add a filter to.
    Details for the selected set appear in the tabs. The Filters tab is selected by default.

  2. In the Filters tab, select Add (). 
    The Add Filter dialog box appears.

  3. From the Filter Type drop-down list, select the type of criteria that employees should meet to be included in the set.
    The fields in the Additional Details section update to match your selection.

  4. Complete the fields in the Additional Details section. 

    Fields on the Add/Edit Filter dialog box

    Field Description

    Filter Type

    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.
    Additional Details
    If you select this Filter Type: Configure these Additional Details:

    Birth Date

    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.

    Hire Date

    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.

    Seniority Date

    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.

    Division

    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.

    Department

    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.

    Job

    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.

    Primary Class

    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.

    Secondary Class

    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.

    Work Class

    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.

    Tipped

    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).

    Home Job Pay Type

    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.

    Home Rate of Pay

    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.

    Pay Group

    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.
    Controls

    Cancel

    Closes the dialog box without applying your changes.

    OK

    Applies your changes and closes the dialog box.

  5. Select OK.
    The dialog box closes, and the new filter is applied.

Editing a filter

  1. In the Employee Sets pane, select the set that you want to make changes to.
    Details for the selected set appear in the tabs. The Filters tab is selected by default.

  2. In the Filters tab, select the filter that you want to make changes to.
    The Edit button becomes available.

  3. Select Edit (). 
    The Edit Filter dialog box appears.

  4. Make the necessary changes.

    Fields on the Add/Edit Filter dialog box

    Field Description

    Filter Type

    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.
    Additional Details
    If you select this Filter Type: Configure these Additional Details:

    Birth Date

    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.

    Hire Date

    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.

    Seniority Date

    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.

    Division

    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.

    Department

    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.

    Job

    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.

    Primary Class

    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.

    Secondary Class

    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.

    Work Class

    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.

    Tipped

    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).

    Home Job Pay Type

    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.

    Home Rate of Pay

    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.

    Pay Group

    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.
    Controls

    Cancel

    Closes the dialog box without applying your changes.

    OK

    Applies your changes and closes the dialog box.

  5. Select OK.
    The dialog box closes, and your changes are saved.

Deleting a filter

  1. In the Employee Sets pane, select the set that you want to make changes to.
    Details for the selected set appear in the tabs. The Filters tab is selected by default.

  2. In the Filters tab, select the filter that you want to delete.
    The Delete button becomes available.

  3. Select Delete (). 
    A confirmation dialog box appears.

  4. Select OK.
    The dialog box closes, and the filter is deleted.