Filters can be used to narrow down and target specific information, and can be especially important when building reports. Below we will take a look at the Filters you will see on ZoomShift, and how to use them.
This button can be found on several pages including, the Schedule-All, Timesheets-All, Payroll, and Team. When you click it a box like this will open that will look similar to the one below, but will vary based on the page you are using it on. The more things you check the more narrowed down the information is, because it will look for things matching everything selected.
All applied filters will show up next to the Add Filter button, and can be closed out of by clicking the X that shows up when hovered over one.
Or, if you wish to clear all filter applied, click back into the Add Filter button and choose Clear Filters.
Quick Filter Buttons:
The filters above are present on the schedule screen. You can click on them to apply them to the shifts that are currently visible on your screen. If they are on they will have a colored box around them (In the example above, the Error Filter is on. This means you are only viewing shifts with errors). You can turn them off by hovering over them and clicking the X that appears.
Published = Any shifts that are published and visible to team members.
Not Published = Any shifts that are created, but not yet published (Think of this as draft shifts. You might still be deciding who will work what). These shifts are only visible to supervisors and managers, and have not yet been released to team members.
Error = Any shifts that have a current error in relation to your settings in your Shift Error Rules
The filters above are present on the timesheets page. You can click on one or more of them to apply those filters to the current visible timesheets. When they are on they are surrounded by a colored box. To turn off the filter hover over it and click the X.
Approved = Timesheets that a manager has decided is accurate and/or ready to go to Payroll.
Not Approved = Timesheets that have been created, however, are not yet approved and/or are ready for Payroll.
Completed = Timesheets that have a clock in and clock out time.
Running = Timesheets that contain a clock in, but not a clock out. These are typically shifts that are currently happening at the time you are viewing the timesheets page.
Error = Timesheets that have a current error in relation to your settings in the Timesheet Error Rules
The filters above can be used to filter team members on the Team page.
Members = All Team Members
Managers = Just Managers will be visible
Supervisors = Just Supervisors will be visible
Employees = Just Employees will be visible
Important: Only one of these filters can be on at a time. To turn off one of the filters simply click back onto Members.
You may find yourself wanting to use a set of Filters over and over again. In this case you may want to save them to come back to. Here are the steps to create a Saved Filter, apply a Saved Filter, and Manage your Saved Filters.
Create a Saved Filter (Owners, Managers, & Supervisors)
1. Go into Add Filter and choose the Filters you want included in the Saved Filter.
2. Once you have the Filters you want. Click Save & Apply.
3. Enter a name for the Filter & click Save
Apply a Saved Filter
If you want to apply a Saved Filter that was already created, click on the Saved Filter Button, and choose from the list which you would like to apply.
Managing Saved Filters
If you would like to Delete a Saved Filter, you can do so from the Saved Filter box. Simply click the Saved Filter button, and hover over the name of the Filter you want to delete. A trash can icon will appear next to it. Click to delete.
Important: At this time you cannot edit a saved Filter. Instead you would create a new Saved Filter with the adjustments that you would like. Then Save the new Filter and delete the old one.
If you didn't find the answers you were looking for in this article, please reach out to Support for further assistance.