To create employee filters or groups, perform the following actions:
- From your greytHR Admin portal, navigate to Employee > Setup > Employee Filter. The Employee Filter page opens.
- Click +Add Filter. The Employee Filter form appears.
- In the filter Title text box, enter a name for the filter you are creating.
- Select the check box Shared Filter, if applicable.
- Under the Quick tab, in the Category Type dropdown list, select the required category. The selected filter category data displays in the table.
- Select the data from the table and click the right arrow to save the selection. You can make multiple selections.
- From the Employee Type options select the required option.
- From the Employee Status dropdown list, select the required status of the employees.
- Click Save Changes to create a new filter.
Note: You can customize the filters further using the Custom tab.
Related Links:
- FAQs - To read more FAQs about the Admin portal, click here.
- Documentation:
-
- To learn more about the Employee Filter page, click here.
- To read more about the Admin portal, click here.
-
- Video:
-
- To watch the video on Employee Filter, click here.
- To watch videos on the Admin portal, click here.
-
- Product Update - To read about the product update, click here.