There are some default filters included with every cycle:
- Search - you can search the employees you have access to by either name or email.
- Filter by planner - this filter lets a higher level planner filter by a lower level planner that they have access to. For example, if you manage another manager and that manager is involved with the planning process, you can filter to just the employees that they are responsible for.
- Awaiting your review - filter down to just the employees you have not yet reviewed, allowing you to focus your work on what is remaining.
- Unsaved changes - filter down to any employees for whom you have started drafting changes without actually clicking “Review” or “Save”.
- Direct reports - filter down to employees that you (or the selected planner in the “Filter by planner” filter) directly manage.
- Flagged - filter down to employees that have been flagged.
- Outside recommendations - filter down to employees that have some proposed raise or grant that is outside the recommended value for that field, to easily identify and address changes to these employees as needed.
Column filters can be added to any columns that display a fixed set of strings. Work with your implementation manager to add a column filter to any qualifying column.
Once you click on the filter icon, you can then filter employees for a single matching value (e.g. Berlin, Germany in the above screenshot). You can also apply multiple different filters at the same time (e.g. one for Location and one for Department).
Once you’ve set up a filter, you can always clear it. If you have a set of filters that renders no employees in the table, you can also reset all your filters.
Note: as of today, we do not allow filtering for values other than strings or filtering for multiple values at the same time.
By clicking a column header, you can sort by values in that column. For string columns, this follows lexicographical sort and for numbers and currency amounts, this follows numerical sort. Specifically for currencies, it will sort based on the cycle currency equivalent of the value (e.g. GBP 10,000 may be converted into USD for comparison purposes).
Note: as of today, we do not support sorting across multiple columns.