The staff position 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 positions, based on your selected
As an example, if you wanted to know how many open positions you have in the
sales and marketing department, you could select "Open Positions"
from the Open/Filled Status drop-down
list and 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 open
positions you have in the Sales & Marketing department. The list has also
changed, and displays only open positions in the Sales & Marketing
To get started, select Staff and HR > Staff Positions - from the main menu left hand side.
This will open your list of staff positions. To filter the list, click the "Filter List"
List panel will open above the 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 positions can be filtered by:
- Open/Filled Status
- Education Required
- Payroll Category
- Full Time or Part Time
- Salary Range
Click the "Filter List" button and the list will display
only the staff positions that meet the selected criteria.
Filters are persistent, meaning even after viewing and or editing
a record, the filter you are using will still be in place when you come back to
the main list. You can reset the list by clicking the "Cancel Filter"
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.