Rostering - Filtering Shifts

The employee roster allows you to customise the view with a few handy features.

You can group and sort shifts based on:

  • Group by location or business: The 'location' setting will separate shifts based on individual locations within the business. The 'business' setting will show all shifts under the main 'parent' location.
  • Sort by employee: (alphabetical) role (alphabetical based on role name), or start time
  • Location
  • Shift status
  • Employee

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  • You can select to show/not show:
    • Employees with no shifts
    • Sub locations
    • Costs

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Simply click on the toggle button to turn this feature on/off

In addition, you can also save filters for later so that you can quickly switch between different views of shifts within your business.

You can create a new filter for shifts by following these steps:

  1. In the employee roster screen, on the left hand side, click on "manage filters":

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  2. From here a dialog box will pop up. Select "new filter" from the drop down box:

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   3. You are able to give the filter a name and define it using the following criteria:

  • Grouping by locations or business (including the option to include sub locations and ability to select certain locations)
  • Sorting by employee, role, or start time
  • Hide employees with no shifts
  • Shift Status
  • Employees
  • Roles

This screen also allows you to choose that particular filter as your default.

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   4. Click the "Save Filter" button on the bottom right corner

Your filter will now be saved and show up in the list of filters available. Clicking on a filter in the list will automatically apply that filter to the employee roster.

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If you have any questions or feedback, please let us know via support@yourpayroll.io

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