How to create and edit Filters

Last updated by Tom Inglis on July 16, 2019 11:33

You can create your own Benefit Categories, Contract Categories, Departments and Locations.

Benefit Categories are used to filter Benefits.

Contract Categories are used to filter Contracts and Benefits.

Departments are used to filter Contracts, Benefits and Employees.

Locations are used to filter Contracts and Benefits.

NB - We recommend that you use place names or post codes that are recognisable by Google Maps for Locations, because in a future version we will add the abilities to filter based on a Location and radius around it, and to display Locations on a map.

Creating Filters

Click on Create, then on Filter.

Editing Filters

Click on Edit, then on Filter.