Filter a list by site, group, job or contract
In Weplanify, the same filter bar narrows a list or a report down to a group of people: site, department, job, group, manager or contract type.
In Weplanify, the filter bar is found in absences, time entries, contracts, the cost analysis and payroll.
Steps
- Click the Filters button, then + (Add a filter).
- Search for the criterion: department, site, job, group, manager, branch, contract type, active contract, hiring date…
- Choose one or more values: a "Site: Entrepôt Rufisque" chip shows and the list updates.
- Add more filters with +: they add up. A chip's cross removes its filter; the circular arrow removes them all.
Good to know
- The number on the Filters button counts the active filters.
- Payroll-related criteria are only visible to people with payroll access.
- The values come from your departments, sites and groups.
Go further
Structure the company: divisions, departments, teamsIn Weplanify, describe how the company is organised in levels (division, department, team) with a manager for each one and the level it reports to.Create and set up a siteIn Weplanify, declare your workplaces, their geolocation clock-in area, their time zone and their own overtime rules, one site at a time here.Create and manage employee groupsIn Weplanify, a group brings employees together for planning, forms, approvals, bonuses and documents, and it also sets a manager's own scope.Analyse costs by site, job or departmentIn Weplanify, the cost analysis adds up the month's salaries, day labourers and expenses, then splits them by site, by job or by department, month by month.