Filter Employee Accounts

Use Employee Settings in the Employee Settings submodule in the Settings module to filter employee accounts.

To use Employee Settings in the Employee Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To filter an employee account:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the employee account that you want to filter.
3. In the left pane of the Settings page, click Employee Settings > Employee Settings.
4. On the grid toolbar, click Filter .
5. In the Filter dialog box, select the filters that you want to use on the list of employee accounts and click Apply.
6. To remove a filter, click on X.
7. Click to close the Filter dialog box.