Filtering & Grouping Employees

HR Partner allows you to group or filter your employees so you only see a subset of them.  This also enables you to send messages to a particular group of employees in bulk.

How do you Filter?

There are a few different ways to filter your Employees.

The Employee Profile

Start by going to the Employee's Profile page.

Take a look at the header section of this screen.  You will notice in the example above, some of the fields have a little arrow icon next to them:

This is the 'link' icon, and it means that if you click on the icon, it will take you to the filter screen showing all matches for that title. For example, clicking on the 'link' icon next to Full Time will show you ALL Employees who also have the status of Full Time.

Similarly, if you click on Tucker's  Department icon, you will see all other employees in his department.

Filtering by Tags

You can also Filter Employees by Tags.  In an earlier article, we learned about using "tags'" for Employees and why Tags are helpful.  If you look at Tucker's example above, he has Tag showing under her header for 'Project ABC', 'Breakfast Club' and 'Multi Lingual'.  Clicking on any of those Tags will show you a filtered Employee list for everyone who has the same Tag.

Filtering by Categories

It's also very easy to filter Employees in the Categories setup screen.  If you go to 'Setup, then 'Configure' then 'Categories' on the left-hand menu, you will be presented with all the category data such as Departments, Positions, Statuses, etc.  This is where you can add, change or delete category items for your drop downs.

But if you take a close look at the existing categories, you will see that they have a small number in a circle next to them.  This is the number of Employees who 'fit' that category, and you can simply click on the category name to see all of them similar to above.

Unfiltering

How do you get back to the full list of Employees again? Well, you simply click the 'Employees' menu on the left, or you can hit the 'Back' button in your browser.

All Employees

Start by going to the Employee option on the left-hand menu, and select the dropdown. Then, select the 'All Employees' option. This will take you to your customizable list of all your employees. On this page, select the Filter icon to the right of the page. The pop-up allows you to filter your employees by categories and tags. When you select the 'Apply Filter' icon, the appropriate employees will be displayed on the All Employees list.