You can customize groupings of employees and assign them to specific administrators and supervisors within Fingercheck to view and edit so that they can only see and monitor specific employees.
In this article, you will learn:
How to create a custom filter
Log in to your Fingercheck account as an Administrator.
Click the SETUP tab > Security > User Filters.
Enter a code and description (title) for your filter.
(Optional) Select the Show as Filter checkbox to allow filtering to be done in other parts of Fingercheck, such as Scheduled Tasks.
Add the filters:
Click the Add button in the Security Filters section.
In the pop-up window that appears, select a category from the Filter On drop-down list.
For example, you might select Employee - Department if you want to filter In this instance, we are choosing to filter employees in the Maintenance department. (Departments are created through cost-center levels.)
From the Operator drop-down list, select Equal To or Not Equal To.
Equal To means that you want to select that category and Not Equal To means you want to select everything except that category.
Click in the Value field, and select a value from the drop-down list.
The list of values depends on what is entered in the Filter on field. For example, if you select Employee - Department, the list of departments appears. Departments are created from the SETUP tab > Company > Cost Center Levels > Cost Centers. Note that some Filter On options (such as Employee - FullOrPartTime) require you to type in the value rather than selecting from a drop-down list.
From the AndOR drop-down list, select one of the following options:
If you want to add another filter, repeat these steps.
To see the results of a filter you created, select Preview Filter from the hamburger icon in the upper-right corner.
How to apply a filter to an employee
Click the SETUP tab > Security > Security Users.
Select an employee.
Scroll to the bottom of the screen, and click Add in the User Filters section.
Complete the fields, and click Apply.
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