How to use Data Filter in Empxtrack?

[Anika]

How can I use a data filter in Empxtrack to manage employee data?

[Sonika]

Data filter allows users to organize and narrow down the information they see. This makes it easier to manage and work with specific subsets of data, and focus on the data relevant to their tasks.

For instance, users might filter data based on time periods, financial year, selecting a sub-group of employees or selection of a specific employee. Filters may change based on the page and its filter requirements. Remember, once the filter is set, it remains the same till it is reset or changed.

Here are a few ways to use data filter in Empxtrack:

On the Dashboards homepage, click Employee data management (or Performance Management or other main tab) depending upon the functionality you want to perform.

     

1. To filter data, select the Financial year (or time period in case of appraisal or other functionality) and select a Filter. If there is no existing filter, click Plus sign (+) to add a new filter. You can also create a group as a filter. To know more about creating global groups, click Create Global groups.

   

2. Modify data search based on employee name. Type in initial letters of employee name and select the name from the dropdown as it appears, and click Go.

3. To remove all filters, click the Clear icon      to reset the filter. If a manager or HR manager is not able to view all records, then there might be any filter selected and you must clear the filters to view the entire data.

If a manager or HR manager is not able to view all records (only selected records are showing), then there might be any filter selected and you must try clearing the filters to view the entire data. For example, you initiate appraisal for 20 employees, but only 4 are showing. Then there must be some group filter selected. We recommend you to clear filters.