Search, Sort, and Filter the Time Off List
Objective
To search, sort, and filter the time off list for your workforce.
Background
The Time Off List provides a list view of all time off for your workforce. You can search, sort, and filter the list to find the information you need.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' level permissions or higher on the Workforce Planning tool with 'View People Time Off' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
Prerequisites
Steps
You can select any one of the options below to locate time off.
Note: These steps can be completed in any order.
Search Time Off
Complete the steps below to search for time off by entering a person's name or job title in the search bar.
- Navigate to the Company level Workforce Planning tool.
- Click Time Off and select Time Off List.
- Enter the person's name or job title in the Search Time Off box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.
Sort Time Off
Complete the steps below to sort the items in the Time Off List.
- Navigate to the Company level Workforce Planning tool.
- Click Time Off and select Time Off List.
- Click the caret
icon next to the name of the header by which you want to sort. Click the caret icon again to switch between ascending and descending sort orders.
Note: You can update your view to see and sort by additional columns. See View Time Off List.
Note: Only columns with the caret icon are available for sorting.
Filter Time Off
Complete the steps below filter the items in the Time Off List.
- Navigate to the Company level Workforce Planning tool.
- Click Time Off and select Time Off List.
- Click the filter
icon. - Click Matches to filter by details that match your filter, or click Doesn't Match to show time off that does NOT match the filter.
- Select to filter by:
- Position. Select this to filter by Job Title, then select the job title by which you want to filter. See Configure Job Titles for Workforce Planning.
- Reason. Select this to filter by the Reason for a person's time off, then select the reason by which you want to filter.
- Click the checkmark
to apply the filter(s). - If you want to clear filters that you have applied, click the 'x' next to the filter, then click checkmark to clear the filter(s).
- If you want to clear additional filters and revert back to default filters, click the trash can
icon.