People panel: advanced filters and employee management

The People menu offers advanced filters and management tools to quickly find employees, customize columns and perform bulk actions.

This area is used daily by HR and managers to locate profiles, analyse information and update data collectively.

Key features include column filtering, sorting, multi‑selection, viewing deactivated employees and direct access to individual profiles.

1. Filter columns and data

   • Click the column icon (three vertical lines) next to Employee name or another column.

   • Select the columns you want to show, such as Biometric Template, Payroll group, Holidays group, Schedule, Pay policy, Locations.

   • Use the search bar to find employees by name, email or phone.

   • Next to each title, click the filter icon (three horizontal lines) to filter which information you want to view.
     
     
     

2. Sort columns

   • Click a column header (e.g., Employee name) to sort the list ascending or descending.

   • The arrow indicates sorting direction.
     
     

3. Select employees and run bulk actions

   • Click the checkbox to the left of each employee to select them. Use the header checkbox to select all on the page.

   • A bar showing Selected and an Actions button appears at the bottom; click Actions to see options such as assigning groups, schedules, units, locations, punch settings or teams (depending on permissions).

   • The chosen action applies to all selected employees.
     
     

4. Show deactivated employees

   • Use the kebab menu (three dots) in the top right to toggle Show deactivated employees.
     
     

5. Access an individual profile

   • Click an employee’s name to open the profile panel where personal, professional, schedule and permissions can be edited.
     
     

Other actions available on this screen

• Customize the number of records per page using the paginator.

• Export the employee list (when the export button is available).

• Quickly open the Import module to add or update employees in bulk.

Tips or troubleshooting

• If the list appears empty, check for active filters or if you are viewing only deactivated employees.

• To restore the default view, uncheck all filters or click Reset filters (if available).

• Use partial search terms (first or last name) to improve results.

Best practices

• Keep the columns you use most often visible to streamline daily management.

• Use bulk actions whenever you need to modify several employees at once.

• Combine filters and sorting to quickly create ad‑hoc reports without exporting.

Frequently Asked Questions

1. Can I create custom filters (e.g., combining field and value)?
   Currently, filtering is limited to available columns. For more advanced filtering, export the data and use external tools.

2. Is there a limit on the number of selected employees for bulk actions?
   No. You can select as many employees as needed; actions apply to all selected profiles.