Keeping track of the day-to-day activities of relevant employees can be challenging, especially when managing specific teams or locations within your organization. Adding factors like monitoring clock-ins, overtime calculations, break management, night shifts, and different pay rates makes monitoring your assigned employees even more complex.
With Connecteam's filtering capabilities in the Time Clock, you can instantly focus on the employees you oversee. This helps you maintain a clear overview of your team's daily activities, streamline payroll preparation, and reduce the risk of errors.
In this article, we will discuss the following:
How to Use the Filters
You'll find the filter icon at the top left of your Time Clock, both on the Today tab and the Timesheet tab. Click on it to open up the filter options. We offer two types of filters: Quick Filters and Advanced Filters. Continue reading to learn more about each option!
Quick Filters
Quick Filters lets you effortlessly browse a selection of filters and apply them instantly, without needing to customize conditions. When clicking on Quick Filters, it will show you default values based on the user profile fields: Smart Groups, Department, Location, and Direct Manager.
To customize your view, you can replace categories in the quick filters. Simply click on a category you want to remove - you'll see a remove option appear. Then use the + icon to add a new category.
Once you define the quick filters that suit you, they will be saved for you for the next time you wish to use them in the Today tab or the Timesheet, making it easier to track the information you need.
In the example below, I used the Quick Filters to tailor the results to my needs, displaying sofa cleaners from New York who reports to Susan.
💡 Tip: You can add another category of the filter by clicking on the '+'. In the example below, I added 'Users who have clocked in today'.
To reset all filters, click on the 'Reset all' icon on the right. This will revert your Time Clock to displaying all information with no filters.
Advanced Filters
Advanced Filters allows you to customize conditions to filter the relevant Time Clock information either within the Today tab or the Timesheet. By selecting your conditions from the dropdown menu and setting specific values, you can narrow down the results so you can focus on the exact data you need.
To add advanced filters, click on 'Advanced filters'.
Decide if the next filter is added onto the previous by selecting ‘And’ or if both filters should be considered separately by selecting ‘Or’.
In the example below, I'm filtering for Floor Cleaners in New Jersey that haven't clocked in yet.
To remove a filter, click on the X.
To switch back to quick filters, click on 'Switch to quick filters' at the top right. To reset the advanced filters, click on the Reset icon. You will be able to reset all filters if needed.
Summary
In this article, we covered the two types of filters available in the Time Clock: Quick Filters and Advanced Filters. We explained how to use them in both the Today tab and the Timesheet. You learned how to set up filters, switch between them, and customize your view. Now that you know how to use filters, you can easily display the relevant employees you need to track.
*Filters are available from the Operations Basic plan*
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