Using the Filter Panel

How to use the Filter Panel:

  1. Open an org chart view with analytics or a list of search results.
  2. Click the analytics tab to open the Filter Panel.
  3. Tick the checkboxes for the filters you want to apply to your data.

To add items that do not appear in your Filter Panel:

If there are many items in a category, for example, if you have 15 or more items in your Ethnicity Origin category, only the first 7 will appear in your Filter Panel. If you want to filter on an item that does not appear in this initial list, you can add that item to the category, then search according to the instructions provided.

  1. Click Add at the bottom of the Filter Panel category.
  2. Start typing the first letters of the item you want to add. Hanelly will provide you a list of items in that category that match your entry.
  3. Select the item you want to add from the list, and the item is added to your Filter Panel and is selected for search.

This option is available for the following fields:

  • Business Area
  • Job Family Name
  • City
  • Job Name
  • Controlling Area Name
  • Nationality
  • Cost Center Name
  • Org Unit
  • Country
  • Pay Grade
  • Employee Group
  • Personnel Area
  • Employee Subgroup
  • Personnel Subarea
  • Ethnicity Origin
  • Region
  • Functional Area  

To Limit the Filters that Appear in your Filter Panel:

  1. Click the drop-down menu to the right of the Toggle Filters icon .
  2. Select or deselect the filters you want to see.

To Save, Edit, or Delete Custom Filter Profiles

  • To save a selection of filters to use later, save it as a profile by clicking in the menu, entering a name for the profile, and clicking .
  • To edit a filter profile name, click the filter name, change the name of the filter, then click .
  • To delete a profile, mouse over the profile name, then click Remove Profile.

Note: All employees in your analysis population will be included in the filter panel, whether they show in the Chart or not. If there are employees for whom you do not have data, they will be excluded from the calculations. Enabling a filter will automatically update the other ones.

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