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Procore

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

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.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Time Off and select Time Off List.
  3. Enter the person's name or job title in the Search icon-search.png box. 
     

Sort Time Off

Complete the steps below to sort the items in the Time Off List.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Time Off and select Time Off List.
  3. Click the header you want to sort by. Click it again to switch between ascending and descending sort orders.
    OR
    Click the header's vertical ellipsis icon-ellipsis-options-menu.png. Select Sort By This Column, then select your sorting preference.

Filter Time Off

Complete the steps below filter the items in the Time Off List.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Time Off and select Time Off List.
  3. Click the filter icon-filter-wfp.png icon.
  4. Select the filter:
    • Person Status
    • Job Titles
    • Start Date
    • End Date
    • Reason
  5. Optional: Move the toggle to the ON icon-toggle-on.png position to Hide Past Time Off.
  6. If you want to clear filters that you have applied, click the 'x' next to the filter.