How to Create Custom User Filters to Create Groups

You can create filters to group employees by categories such as full time and part time, or hourly and salary.

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over a week ago

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.

How to create a custom filter

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Security > User Filters.

  3. Click Add.

  4. Enter a code and description (title) for your filter.

  5. (Optional) Select the Show as Filter checkbox to allow filtering to be done in other parts of Fingercheck, such as Scheduled Tasks.

  6. Add the filters:

    1. Click the Add button in the Security Filters section.

    2. 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.)

    3. 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.

    4. 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 the 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.

    5. ​From the AndOR drop-down list, select one of the following options:

      • And: If you want the filter to work in conjunction with another filter

      • Or: If you want the filter to work when another one is not working

    6. Click Apply.

    7. If you want to add another filter, repeat these steps.

  7. 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

  1. Click the SETUP tab > Security > Security Users.

  2. Select an employee.

  3. Scroll to the bottom of the screen, and click Add in the User Filters section.

  4. Complete the fields, and click Apply.

  5. Click Save.

Here's a short video demonstration:

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