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Filtering and column configuration in HR
Who is this article for?Administrators who want to learn how to use filtering in the HR module.
Administrators permissions are required.
Effectively managing and analysing employee data is crucial for any organisation. This article covers how to utilise the filtering and column configuration capabilities within the Lucidity HR module to efficiently sort, search, and customise the displayed information based on your specific needs.
1. Filters
Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.
Filters on the People page are divided into two main sections. Any field with the Select option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration. Multiple options in multiple filters in a single search can be selected.
2. Reset filters
To avoid unwanted data such as archived records appearing unexpectedly, always select 'Reset Filters' when clearing a recent search.
3. My Filters and My Emails
- Users can create and save their own reports using the My Filters feature.
- Any saved filters can be easily accessed via the current filter drop down selection option above the filter tabs. This is a short-cut route for applying saved filters.
- Automatically emailed reports can be specified using the My Emails feature.
4. Column configuration
Columns within each page of Lucidity HR as well as those displayed in reports can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all end-users viewing the pages or running reports.