The People page contains a wealth of information, as it is the home base for every resource within your company. With so much information in one place, the purpose of this article is to show you how to make your People page more manageable by utilizing the sorting and filtering capabilities.

 

 

Sorting

 

Sorting on the People page refers to the order in which the list is presented. By default, your people page will always be sorted in alphabetical order based on the names of your people. Utilize the columns bar to choose how you want your people sorted. Learn how to customize your columns bar HERE.

 

In the column bar, each field that has the capability to sort includes a carrot icon next to the word. A carrot appearing in orange indicates that it is the one currently sorting the page.

  • To sort your people by a specific column, click the carrot icon. 
  • Once a carrot icon is in use, click it again to reverse the list order. A carrot pointing upward is sorting in standard order (A-Z, high-to-low, etc.), while a downward pointing carrot indicates the reversed order.

 


The order in which each column is sorted is determined by the units of that column. 

  • Worded units are sorted in A-Z format, or reversed to Z-A. 
    • Name, Current/Next Assignment, Status, City, State, etc.
  • Numerical units are sorted from high-to-low, or reversed to low-to-high.
    • Employee ID, Project Number, Postal, Hourly Wage, etc.

 

Note: Job Title is the only worded unit that is not sorted alphabetically. The order of the list is based on the hierarchy of job titles within your settings page.

 

 

 

Filtering

 

While sorting is used to rearrange the order of your list, Filtering is used to narrow down the list. Filter options include Job Titles, Person Type, Status, Tags, Wage, and any custom fields that you have implemented.

To add a filter to the People page:

  • Click the funnel icon in the top-left corner of the page.
  • Select your filter of choice from the list, then click the blue checkmark to apply the filter.

The filtered list will automatically display only those who posses the applied filter.



You can also filter the page to show anyone who does NOT posses the applied filter.

For example, if I want to see a list of all my people who do not hold the Osha 10 tag, I will:

  • Click the funnel icon
  • Select the desired filter, then click Doesn't Match 
  • Apply the filter with the blue checkmark

The applied filter will appear in a red bubble when Doesn't Match is in use.