About system filters
🧠 Bonus Tip: Updating your system filters is an action that you can take so that you can view data from past years. This will include data from your previous year once you conduct the End of Year process.
System filters are a good way to filter your current view and sort out any irrelevant data. Filters can be applied to a variety of screens, such as the Employee, Payroll and Leave screens.
System filters can be accessed by toggling the sidebar that appears after clicking the toolbar icon below.
The sidebar shows up on the right side of the screen. Available options will differ according to the screen that you are in.
To use a filter, simply click on it, and data will change on the screen to satisfy this filter. When highlighted, the filter will indicate that it is active.
Below are examples of using system filters in the Employees, Payrolls, and Leave pages.
Employees
Once clicked, you can choose from the side which system filter you would like to toggle. Click on the chosen filter a second time to disable it.
Payrolls
By default, the Current Payroll Year filter is enabled. Click it to disable it so that you can see payrolls from previous payroll years.
Leave
By default, the Current Payroll Year filter is enabled. To see leave entries from previous payroll years, click the filter to disable it.
