The paid time off requests list can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count based on your selected criteria.
As an example, if you wanted to know how many paid time off requests there are for a specific department/chapter, you could filter the list by Department/Chapter and choose a department/chapter. Click the "Filter List" button. You will see the total records label above the list has changed and gives you a total count of all paid time off requests for the department/chapter selected. The list has also changed and displays only the paid time off requests for the department/chapter selected.
To get started, select Staff and HR > Paid Time Off Requests - from the main menu on the left hand side of the screen.
This will open your paid time off request list. To filter the list, click the "Filter List" button.
The Filter List panel will open above the paid time off request list...
Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results. Paid Time Off Requests can be filtered by:
- Status
- Staff Member
- Category
- Department/Chapter
- Requests Within A Date Range
Click the "Filter List" button and the list will display only the reserved credits that meet the selected criteria.