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The Filter and Update module in Compensation Management allows the user to create a filter for the Employee List and update an employee group based on the filter. The new Filter and Update module now includes two separate modals: one specifically for applying one or more filters to the Employee List and one for updating the Employee List.
To Create a Filter
1.In Employee List, click Table Tools and select Apply Filter.
2.Click Add Filter.
3.In the Apply Filter dialog, select a Column in the Employee List from the drop-down list under Apply to.
4.Select an Operator from the drop-down list.
5.Select a Value from the drop-down list OR enter a value.
6.The number of employees in the filtered list will be displayed below the Filter.
7.To add an additional filter, click Add Filter and repeat the steps above.
8.To delete an individual filter, highlight a filter row and click the button.
9.To delete all filters, click the button.
10.Click Apply.
11.A pop-up will display your filter changes and the employee group to which they will apply. To accept these changes, click Apply Changes.
12.A pop-up will display the success of your filter changes.
13.To make changes to your filter(s), click Modify Filters and repeat the steps above.
14.To complete your filter change(s) and exit the Apply Filter modal, click Return to Employee List. The Employee List will display the filtered employee group.
To Update an Employee Group Based on a Filter
1.Follow directions in To Create a Filter above.
2.In Employee List, click Table Tools and select Group Edit.
3.In the Update List dialog, select a Column in the Employee List from the drop-down list under Apply to.
4.Select a Value from the drop-down list OR enter a value.
5.Click Update.
6.A pop-up will display your updates and the employee group to which they will apply. To accept these changes, click Apply Changes.
7.A pop-up will display the success of your updates.
8.To make changes to your updates for this employee group, click Apply Another Update and repeat the steps above.
9.To complete your update(s) and exit the Update List dialog, click Return to Employee List. The Employee List will display the filtered employee group with the updates implemented.
To Remove All Filters and Updates from the Employee List
1.In Employee List, click Table Tools and select Clear Filters.
2.The Employee List will display all employees and will remove any updates made to an employee group based on the deleted filter.
To Customize Organization Data
See Compensation Management Settings
To Share an Organization Profile
See My Organizations