Rostering - Filtering Shifts

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

  1. You can filter your view of the shifts based on:
  • Location
  • Shift status
  • Employee

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Simply click in the fields and select the available options.

     2. You can also 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

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Simply choose the desired option from the drop down box. 

    3. Lastly, you can select to show/not show:

  • Employees with no shifts
  • Sublocations
  • 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":


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



   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.

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

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