The staff member 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 of staff members, based on your selected criteria.
As an example, if you wanted to know how many staff members are in
the sales department, you could select "Sales & Marketing" from
the Department drop-down list. 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 staff members who are in the sales department. The list has
also changed, and displays only staff members who were in the sales department.
To get started, select either Constituents (CRM) or Staff and HR > Staff Members - from the main menu on the left hand side.
This will open you staff members list. To filter the list, click the "Filter List"
The Filter List panel
will open above the staff member 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. Staff Members can be filtered by:
- Employment Status
- Temp or Perm
- New or Returning
- Education Level
- Management Status
- Martial Status
- Date Hired Range
Once you have selected the criteria for your filter, click the "Filter List" button and the list will display
only the staff members that meet the selected criteria.
You can also save your filters, to use again at a later time. After you
filter the list open the filters menu by clicking the icon in
the filter box. When the filter menu opens choose "Save Filter" This
will bring up the "Add A New Filter" window. Enter a name for the
filter and click the "Add This Filter" button. The window will close,
and your filter will be saved. To load a filter at a later time, open the filters menu again but
this time choose "Load Filter". A list of saved filters will be
displayed. Click the filter you want to load. The filter will be applied and
your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time
choose "Delete Filter". A list of saved filters will be displayed.
Click the filter you want to delete. The filter will be deleted, the filter box
will close and the list will be reset back to its original state.