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:
- Go to the schedule
- 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:
Shifts, punches, leave requests, absences, notice of Interests, tasks, unavailability.
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.
Filter by unassigned shifts and assigned shifts.
Filter shifts based on the section they take place on.
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.
Employees with schedule items, Employees without schedule items.
Filter by type of absence.
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.
Filter employees by staff category.
Employees with a role in the group.
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.
Filter attested punches and unattested punches.
Filter punches with warnings and without warnings.
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.
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.
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.