Sorting and filtering employees in Employee Maintenance

There are a few ways to sort and filter the list of employees that appears on the Employee Maintenance screen.

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

  2. Select Administration > Employee Maintenance.
    The Employee Maintenance screen appears in a new tab.

filtering in Employee Maintenance

Fields on the filter section of the Employee Maintenance screen

# Field Description Notes

1

Filter

The Filter button expands the Filter Options pane where you can begin filtering the list of employees.

If the Filter Options pane is expanded, clicking the Filter button closes the Filter Options pane.

2

Search

Begin typing an employee's name or ID number into the search field to bring up a list of matching employees.

3

Active as of

Type a date into the field or select the calendar icon () to select a date from the calendar.

4

Employee Set

Select an option from the drop-down menu to filter by Employee Set.

5

Filter By

Select the Job or Schedule Group button to open the corresponding dialog box.

6

Employee List

The list of employees automatically updates as you select filters. Select an employee from this list to view the employee record on the Employee Maintenance screen.

By default, employees are listed in alphabetical order by Last Name. Select the column headers to change the sort order.

Note: The Employee List shows only employees that the user has access to. Shared employees are marked with a red asterisk ( * ).

Sorting the employee list

  • In the employee list, select the Name column header to sort the list by the employee's name.
    The arrow () indicates whether the list is sorted by ascending or descending alphabetical order.

  • In the employee list, select the Emp.ID column header to sort the list by the employee ID number.
    The arrow () indicates whether the list is sorted by ascending or descending numerical order.

Searching for an employee

  • To find a specific employee, type the employee's name or employee ID number into the Search field.
    The employee list updates based on your entry.

Filtering by Active as of date

  1. Select Filter Options (filter)to expand the filtering options.

  2. In the Active as of field, do one of the following:

    • Type a date.

      or

    • Select the calendar button ().
      Select a date from the calendar.
      Select OK.

  3. The employee list updates to display employees with an Active status on or after the date you entered.

Filtering by employee set

  1. Select Filter Options (filter)to expand the filtering options.

  2. Select the Employee Set field.

  3. From the drop-down list, select the employee set you want to view.

  4. The employee list updates to display employees in the selected Employee Set.

Filtering by job

  1. Select Filter Options  (filter) to expand the filtering options.

  2. Select Job.
    The Select Jobs dialog box appears.

  3. Complete the fields as necessary.

    Fields on the Filter by Job dialog box for the Employee Maintenance screen

    Field Description

    Filter by Job

    Select to filter employees by job.

    Filter by Home Job

    Select to filter employees by home job.

    Job tree

    Tree menu of organization levels. 

    • Expand ( + ) or collapse ( - ) rows to search through the job tree.

    • Select the box next to the division, department, or job that you would like to include in the filtered results.

    Select All ()

    Selects all divisions, departments, and jobs.

    Clear All ()

    Clears the check boxes of all divisions, departments, and jobs.

    Expand All ()

    Expands the job tree to show all organization levels.

    Collapse All ()

    Collapses the job tree to show only the top level organization layer

    Search

    Begin typing search criteria into the field. The job tree actively updates to show only organization layers matching your search.
    OK

    Applies your changes and closes the dialog box.

    Cancel

    Closes the dialog box without applying your changes.

  4. Select OK.
    The employee list updates to display employees in the selected labor structure.

Filtering by Schedule Group

  1. Select Filter Options (filter) to expand the filtering options.

  2. Select Schedule Group.
    The Select Schedule Group dialog box appears.

  3. Complete the fields as necessary.

    Fields on the Filter by Schedule Group dialog box for the Employee Maintenance screen

    Field Description

    Show employees in selected schedule groups

    Select to show employees in schedule groups.

    Show employees not in a schedule group

    Select to show employees who are not in the list of schedule groups.

    Don't filter by schedule group

    Select to not filter by jobs.

    Select ()

    Select the check boxes for the schedule groups that you would like to include in the filtered results.

    Select All ()

    Selects the check boxes for all schedule groups.

    Clear All ()

    Clears the check boxes for all schedule groups.

    OK

    Applies your changes and closes the dialog box.

    Cancel

    Closes the dialog box without applying your changes.

  4. Select OK.
    The employee list updates to display employees in the selected schedule group.