Efficiently manage your workforce by using advanced filtering options to find specific employee groups, track milestones, and organize data.
Overview – Employee Tab
The Employee Tab is your primary database for staff information. By utilizing the Filter Icon, HR and Admin users can drill down into specific data sets to streamline reporting and daily management.
Here is a breakdown of the available filters and how they help you organize your team:
Position – View employees based on their specific job titles or roles.
Location – Filter by assigned workplace for companies with multiple branches.
Department – Narrow your view to specific functional teams.
Division – Filter by broader functional groups linked to your departments.
System Status – Sort by account status, such as Active, Deactivated, or Resigned.
Custom Tag – Use your own unique categories to group employees.
Skills – Find staff members with specific expertise recorded in their profiles.
Join Date – View employees based on their company start dates.
Terminate Date – Track employees based on resignation or termination dates.
Birthday – Identify employees with birthdays within a specific timeframe.
Service Length – Filter based on how many years or months an employee has been with the firm.
Position Badge – Filter for specific badge holders as defined in your settings.
Exporting Employee Data
How to Export
Navigate to the Employee tab on the main sidebar.
Click on the Three Dots (⋮) icon located at the top right-hand side of the employee list.
Select Export Excel from the dropdown menu.
