People filter

Overview

The People section on Talexio displays each of your company's employees, along with their details (personal and employment position information). The People section includes filters to help you customise your view. But how do these work?

Contents

1. Permissions
2. Default View
3. Date-based filters
4. Terminated employees
5. Edit Columns
6. Search Button
7. Reports

Permissions

To use filters in the People section, you will need the View All Employee Data permission. Having Manage All Employee Data will allow you to download reports from the People section. 

Default View

By default, this section will display those employees who are employed with your company at this point in time, as well as those without a current active position. Any employees who have been terminated in the past are hidden by the filter.  

Employees who are not yet employed (that is, they do not have a current active position), will be displayed with a small icon near their name:

Date-based filters 

The date-based filters determine who is shown in the list. By default, 'Currently Employed' and 'Not employed' are shown. This means that employees with an active position and employees without an active position (they might have a future start date) will show. 

You may also input dates into the date from and to fields to limit the list further. 

Terminated employees

In order to filter out any terminated employees/employees whose start date has not yet elapsed, you need to add terminated to the date-based filter:

Employees who have been terminated (as at the current date) will have a small 'X' next near their name: 

Edit Columns

In addition to the date-based filters, you may also select what type of data is displayed in this page. You may display employees' name, surname, ID card number, position, start date, salary, etc. To set these, click on Edit Columns and search for the fields you would like to see:

Search Button 

Please note that using the search button will only yield results that match the current filters: 

 If you wish to search for an employee regardless of their position status (that is, without amending any filters), you can use the general search button on the top right hand corner of your screen:

Reports

You may also download this employee data as a report in Excel format. To do so, click on Reports and Generate a new report:

You may also save the reports as templates and schedule them. Click on the links for more information:

• People report
• Setting up scheduled reports
• Saving reporting templates for the People page

For more information regarding employee details and employment positions, click here.