Bulk Actions | The Filter Builder Screen

Bulk Actions | The Filter Builder Screen

Overview

This article clarifies how you can expand on selections made on the Bulk Actions Screen, by adding conditions or groups on the Filter Builder Screen.

Edition

This feature is available on all PaySpace editions.
Navigate > Bulk Actions

Details

Once selections have been applied on the Bulk Actions Screen, the selections will display next to the Filter Icon.

The Filter icon:


An example of a Filter Applied.




The Filter Builder Screen can be used to review or expand on selections already made by adding conditions or groups.

The Filter Builder Screen



Example: A Single Condition

The Position Action Type is selected, and the filter Account Manager has been selected.


The Company Level User clicks on the Filter Icon to access the Filter Builder Screen.

​
The Filter Builder Screen setup as per the single condition


The Bulk Actions Screen then filters the employees by the position type as per the single condition filter selection that was made.


Example: Adding a Second Condition

Following the previous example, the Company Level User wants to filter Account Managers who reside in Pretoria.  

To add a Condition, access the Filter Builder screen by selecting the Filter icon and select the + icon to add a condition.


Select the option to Add Condition from the dropdown menu.


Add the second condition.


Upon saving, all employees’ records for Account Manager who reside in Pretoria, are returned on the Bulk Actions Screen.

Tip
Alternatively, the Company Level User could have selected the Region/Location from the Bulk Actions Screen.

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