Employee Selector

Modified on Mon, 26 Jan at 12:33 PM

Important: this article is intended for Endalia HR users with an Administrator profile.

Thanks to this transversal functionality, it is now much quicker and easier to select employees for various actions. Take a look at these lines to get the most out of this functionality.

In this article you will find:

Employee Selector

  1. As it is a transversal functionality, you should consider that this selector will be present throughout your journey in Endalia HR, in specific modules that require it (Time Registration, Absences, Internal Communication, Digital Signature, etc.).
  2. In the filtering options, within the Employee section, the button to access the advanced filter is located (Open advanced search). Click on it to see the different options available. 
  3. On the next screen, Advanced employee search, you have different fields to fill in to refine your search. Enter the relevant data in each field to find the selected employee(s), and remember to click the Search button, located at the bottom left of the screen, to set your search criteria. You can choose one or several options in the different fields when performing this step. Alternatively, the Clear filters button allows you to redo your search from scratch as many times as you need. 
  4. After clicking Search, the system will provide you with the filtered names. Click Add to selection, again at the bottom left of the screen, to have the name or names of the selected employees appear at the top right. Finally, the Save selection button, located at the bottom right of this screen, allows you to add the selected workers and will automatically return you to the module menu where you were before starting this filtering process. Click on Apply filters, and the names of the employees will be automatically transferred to the list on the main menu screen.
Note: This practical functionality, which gives the article its title, also allows you to copy and paste directly and simultaneously, from the clipboard or spreadsheet, multiple names, surnames, codes, or DNI numbers, which the system will automatically filter to include in your employee selection. You only need to choose a column/list, click on "copy," and paste your selection into the Employees section. Add to selection using the modal window presented to you, and follow the steps already described in this article to import employees into the filter massively.
 

Take a look at our glossary at this link.



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