Creating Filters

Owned by Julie Leake (Unlicensed)
Last updated: Sept 02, 2014Version comment

About Creating Filters (8.x and 9.01)

Before you can create Employee Sets, you must first create Filters. Filters consist of a Filter Type and Criteria, and are used to define which employees are included in the set. You can have multiple Filters but you must have at least one Filter for each Employee Set. Results returned from multiple Filters will be cumulative. For example, if you have one Filter consisting of the Hire Date whose criteria is Over 90 days, it means that the Employee Set will contain only those employees who have been with the company more than 90 days. If you have a second Filter consisting of the Division whose criteria is Administration and Sales, the Employee Set will contain only those employees in the Administration and Sales Divisions who have been with the company more than 90 days.

Note: After you have created Filters, you need to attach work rules.

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Terms & Definitions

Filter Type

Allows you to denote the type of filter on which the Filter is based: Birth Date, Hire Date, Seniority Date, Division, Department, Job, Primary Class, Secondary Class, Work Class, Tipped or Home Job Pay Type.

Criteria                    

Allows you to specify details that the Filter Type will use to create a Filter.

  • To determine the Criteria for Birth Date, Hire Date and Seniority Date, you will select an Operation ((whether the date is Over (after) or Under (before)) the number of Days/Months/Years you enter).
  • Criteria for Division, Department, Job, Primary Class, Secondary Class, Work Class, Tipped and Home Job Pay Type is determined by selecting an Operation (Include or Exclude) and then selecting the available options that are to be included or excluded.
  • Criteria for Primary Class, Secondary Class and Work Class also includes the ability to select Cross Property. Selecting Cross Property allows you to add a code for one property and have the employee set include employees with that same code, from all properties.




 

 

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