Step 01 - Click on the Filter button located at the top-left corner of the employee list on the left side of the roster. 

Step 02 - Once clicked, the following screen will appear with Basic Search Filters.

Basic Filters

Step 03 - Use the available basic filters to search for employees by:

• Subunit (Department)

First, select a department from the main list to view its subunits. Then, you can select the specific subunits you want to focus on from the list that appears.

• Include

  Select whether you want to filter employees from Past, Current, or both categories.

  

   

• Job Title

To find employees by their role, type a job title into the search field. A dropdown list will appear with matching job titles. Click on the relevant title from the list to filter the employees.

Advanced Filters

Step 04 - If you want to refine the results further, you can use the "Advanced Search" option by clicking "More Filters". Then, select the filters you want to apply.

• Employment Status - Filter employees based on their current employment type, such as full-time, part-time, contract, or probation.

• Job Category - Filter employees based on their current employment type, such as full-time, part-time, contract, or probation.

• Skills and Experience - When you create or assign a shift, you can find the most qualified employees by searching for specific skills. Simply type the skill you need into the search field. The system will then show you a list of all employees who have that skill, allowing you to select the right person for the job.

• Total Shift Hours - The total number of hours an employee is scheduled to work, as shown in their published roster. It does not include leave or time off.

1.  Select the Condition (e.g., Less than, Greater than).
2.  Enter the From Date and To Date.
3.  Enter the Number of Hours threshold.
4.  Toggle "Include Unpublished Shifts" as needed.
    

• Allocated Hours (includes leave) - The total hours assigned to an employee in the roster. This includes both scheduled work hours (Total Shift Hours) plus any approved leave hours taken within the same period.

1. Select the Condition (e.g., Less than, Greater than).
2. Enter the From Date and To Date.
3. Enter the Number of Hours threshold.
4. Toggle "Include Unpublished Shifts" as needed.

Note: Allocated Hours already includes approved leave time, while Total Shift Hours refers only to scheduled work hours.

Step 05 - Once all the information is completed, click on the "Search" button. 

Below are the results based on the filters you selected.

Note: Please note that the Properties section will differ for each field, depending on the type of input selected.