Filtering

Updated 1 day ago by Malin Lindbom

Filtering

Filtering allows you to specify what you want to see in the schedule by removing everything in the view except what you have filtered on.

How to find the filter options:

  1. Go to the schedule
  2. Click on the "filter icon" in the menu. Note that the number on the filter icon indicates how many filter selections currently are active in the view.

We offer the following filter options:

Filter

Explanation

Schedule items

Shifts, punches, leave requests, absences, notice of Interests, tasks, unavailability.

Base schedule

Shifts originating from a specific base schedule. Note that if you've deleted underlying shifts as a result of having added an absence, only to later remove that absence and reinstate the shifts, those shifts will not appear as a part of the filter. We aim to improve this. Note that this filter field only appears if there is at least one shift originating from base schedule in the period Schedule period you're currently looking at.

Shift type

Shift types.

Shift status

Filter by unassigned shifts and assigned shifts.

Shift section

Filter shifts based on the section they take place on.

Employee section

Filter employees based on them belonging to a specific section. An employee belongs to a section if (s)he has the "Employee" role directly on that section. In the dropdown menu appearing in this field, the name of the parent unit appears after that of the section. If you select multiple sections in this field, the schedule will display all employees belonging to any of those sections. Note: for now, all sections of your entire company will display in the dropdown; in due time, this will be improved to only reflect the sections to which the employees currently displayed in the schedule belong to.

Employee status

Employees with schedule items, Employees without schedule items.

Absence type

Filter by type of absence.

Home unit

Drop down includes the home units of employees that have a role on group currently selected in the Neo. You may select one or multiple units from the list which will then update the Schedule to show only employees whose home unit corresponds to the selection you've made.

Staff category

Filter employees by staff category.

Employee

Employees with a role in the group.

Skills

Filter employees by skills. Note: if you select multiple skills in this field, any employees shown in your schedule will have each one of those skills.

Attest

Filter attested punches and unattested punches.

Punch

Filter punches with warnings and without warnings.

Note that the filtering only filters out where possible, for example if you have chosen to filter on schedule items shifts, absences and absence type "vacation",  the filter will only filter on absences (since a shift cannot have an absence type).
You can always search for filter options. Let's say you want to search for a specific shift type type, then you search for that shift type directly in the filter drop-down.

The first time you go into the schedule view you will see everything you can see in the schedule, i.e. no filters are pre-selected in the view.

Favorite filters

You can save your most common filters by selecting the Save button at the bottom of the filter panel. When the filter is saved you will find them at the top of the filter panel.

Quinyx recommends that you set up your favorite filters for your most common tasks (and then name the filter accordingly). For example, the "Attest" favorite filter may contain schedule components "shifts" "absence" and "punches". Depending on how you work within your organization, unattested punches and punches with warnings can also be interesting to add to the same favorite filter or an additional favorite filter. 

Favorite filters are local, meaning that only you can see and access your favorite filters.

And / Or

This toggle selection determines how the filter works when you make use of more than one filter field. "Or" will show all employees that match your selection in at least one one of the filter fields you've used, whereas "And" will show only employees that match your selection in all of the filter fields you've used.

Example: You filter by type "Cleaning" and employee "Anna Stevenson". If you select "And", both conditions must be true for you to get any results. If you choose "Or" it is enough that one of the conditions is true to give a result.

If you only want to see unassigned shifts and Notice of Interests together to be able to “match” employees with shifts, select the schedule item “Notice of interest” and the shift status “unassigned shifts and select “or ”.

Neo remembers your filter choices

Neo remembers the filter choices you have made in the schedule view, meaning that if you go to another part of the application or log out, the same filter will remain when you go back to the schedule view next time. 


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