Advanced Employee Filter

Updated At: 2023-08-25

Available for

Access Level Owner, Manager, Supervisor(Limited), Staff(Limited)

Plan Basic Plan, Standard Plan, Enterprise Plan

Advanced employee filter is available when downloading files or sending messages from the Manage menu.
Use it to search for and select specific employees registered to Shiftee.

💡 Note

- For custom employee fields, this option is available only when the custom employee fields feature is enabled under [Company Settings > Employees].
- For supervisor access levels, only the following items are available in [Staff Mode > Schedule]: Name, Employee ID (if used), Main Team, Main Position, Teams, Positions and wage.
- For staff access levels, only the following fields can be used in [Staff Mode > Schedule]: Name, Main Team, Main Position, Teams, and Positions.

How to Use the Advanced Filter

In the employee search window, click ‘+ Advanced Filter’ to search for specific employees as follows:

① Employee Property

Full Name
Main Location
Main Position
Teams
Positions
Access Level
Email
Date of Employment
Date of Termination
Timezone
Registered (O/X)
Active (O/X)
Custom Employee Fields

📢 Note

To select 'custom employee fields', turn on the 'Custom Employee Fields' feature from [Company Settings > Employees] menu.

② Filter Type

is
- Searches for employees whose ① employee property exactly matches the ③ data input value.
- e.g.) If enter 'Kim', only employees named 'Kim' will be searched.

is not
- Searches for employees whose ① employee property does not exactly match the ③ data input value.
- e.g.) If enter 'Kim', only employees not named 'Kim' will be searched.

contains
- Searches for employees whose ① employee property contains the ③ data input value.
- e.g.) If you select ① 'Position' and enter 'Manager', employees with 'Manager' in their position will be searched.

does not contain
- Searches for employees whose ① employee property does not contain the ③ data input value.
- e.g.) If you select ① 'Position' and enter 'Manager', employees without 'Manager' in their position will be searched.

starts with
- Searches for employees whose ① employee property starts with the ③ data input value.
- e.g.) If select ① 'Date of Employment' and enter '2023-01-01', employees whose employment date starts with that date will be searched.

ends with
- Searches for employees whose ① employee property ends with the ③ data input value.
- e.g.) If select ① 'Email' and enter '@shiftee.io', employees using that domain will be searched.

③ Data Input Value

Teams/Locations, Positions : Separate multiple teams/locations/positions with a comma(“,”) when searching.
Timezone : Seoul, Asia, etc.
Date of Employment, Date of Termination : “YYYY-MM-DD” format.
Active, Registered : O or X.

Click ‘+ Advanced Filter’ button again to add multiple advanced filters.
When finished, click the blue check button to search for the corresponding employees.