Refine columns from the Employee Summary page

There are two ways to refine content on the Employee Summary page:

  • On the actions bar, click Refine to open the Refine panel, which contains tabs to sort, filter, group, or calculate the data in the displayed columnscategories.
  • On the right side of the column headings, click the Refine linkto select the columns to display on the page. You can also select Show Filters Row to filter the contents for a specific column. (This selection toggles with Hide Filters Row.) To use the filter row, see the Filter section below.

Tap More Actions and then tap Refine to open the Refine panel, which contains tabs to sort, filter, group, or calculate the data in the displayed columnscategories.

Note: After you set a filter, the applicable tab is flagged with a red dot and a description of the filter appears below the Search box. To delete the filter, click Delete .

By default, employees are sorted by their exception count. To change the sorting:

  1. In the Refine panel, click tap Sort.
  2. Select a columncategory.
  3. Select Sort Ascending , Sort Descending , or No Sort.
  4. Click Tap Apply to close the Refine panel.

Click Tap Filter. The filters that you can apply vary depending on whether the columncategory contains numerical data (such as Total Exceptions or Paycode A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick. Total Actual Hours) or alphabetical data (such as Employee Full Name).

  1. Select a columncategory.
  2. For columns that contain numerical data, select one of the operators listed.
    • Equal (=)
    • Not equal (!=)
    • Greater than (>)
    • Less than (<)
    • Greater than or equal to (>=)
    • Less than or equal to (<=)
    • Is null
    • Is not null
    • Between
    • Not between
  3. For columns that contain alphabetical data, select one operators listed in the Starts With field.
    • Starts With
    • Not Starts With
    • Custom
    • In
    • Not In
      • Note: If you use more than one value for In or Not In, each value must be separated by a semicolon.
    • Equal (=)
    • Not equal (!=)
    • Is null
    • Is not null
    • Between
    • Not between
  4. Enter the value in the empty field.
  5. Click Tap Done.
  6. Click Tap Apply to close the Refine panel.

For example, if you select Equal (=) and enter 4 for the Total Exceptionscolumncategory, only employees with four exceptions are listed. If you select Starts With and enter A, only employees whose name starts with A appear. To clear the filter, select the columncategory and click tap Clear .

You can group a columncategory that contains alphabetical data. For example, to group by employee full name, click tap Group.

To cancel the grouping, click tap No Group.

In the Refine panel, click tap Calculate. The calculations that you can apply vary depending on whether the columncategory contains numerical data or alphabetical data.

To count the columncategory that contain alphabetical data:

  1. Select the column name.
  2. Select Count.
  3. To cancel the count, select the columncategory again and click tap No Count.
  4. Click Tap Apply to close the Refine panel.

To calculate the content of columnscategories that contain numerical data:

  1. Select the column name.
  2. Select one of the following:
    • Sum — A total of all values in the columncategory.
    • Average — The average of all values in the columncategory.
    • Minimum — The lowest value in the columncategory.
    • Maximum — The highest value in the columncategory.
    • No Calculate — Cancels all calculations.
  3. Click Tap Apply to close the Refine panel.

The value returned displays at the bottom of the column. For example, if you select Sum in the Total Exceptions Count column, the total number of exceptions displays at the bottom of the column. To clear the data, open the Refine panel, select Calculate, and click Delete and then click Apply.

The value returned displays below the rollup area on the page. For example, if you select Sum in the Total Exceptions Count column and there are 22 exceptions, the following information displays:

Total Exception Count: 22 Sum

When you tap the arrow the Details panel opens so you can view more information. To clear the data, repeat the process and select No Calculate.