How do I find and filter employees in the Employees view in Simployer One?

Where do I find the Employees view in Simployer One?

The Employees view gives you a complete, filterable list of everyone in your organization. Use it to look up an individual employee, or to answer questions such as who is in a specific team, which employees report to a specific manager, or who started recently

To open it, go to Employees in the left-hand menu.

What do the tabs in the Employees view show?

The Employees view in Simployer One is divided into four tabs:

• Candidates – people in a recruitment process
• New hires – people who have not yet been invited to Simployer One
• Employees – everyone who is active and has been invited
• Archived – former employees

Each tab shows the number of people in it. The numbers update when you search on filter

For most lookups, you will work in the Employees tab.

How do I search for a specific employee?

To find one person in the Employees view:

1. Go to Employees in the left-hand menu.
2. Use the search bar at the top of the list.
3. Start typing the employee's name, employee number or email address. The list updates as you type.

How do I filter the employee list?

In the Employees view, select Filter to narrow the list by one or more of the following:

• Departments – employees who belong to a specific department. Departments are shown as a tree. Use the arrow next to a department to show its sub-departments.
• Teams – employees who are members of a specific team
• Offices – employees based at a specific office or location
• Job title – employees with a specific job title
• Reports to – employees who report to a specific manager
• Employment types – employees with a specific employment type, such as permanent, fixed-term, probationary or hourly employment.
• Start date – employees who started in the past 30 or 90 days, or who start in the next 7 or 30 days.
• Permissions – employees with a specific permission role, such as Owner, Admin, Manager or Colleague.

You can combine several filters at the same time to narrow the results further. For example, filter by both Teams and Offices to see everyone in a particular team who is based at a specific location.

The active filters are shown above the list. Select x on a filter to remove it, or Clear all to remove all filters. 

How do I find employees by team, department, manager or permission?

Use the Filter option in the Employees view for each of these lookups:

• All members of a team: filter by Teams and select the team
• Everyone in a department: filter by Departments and select the department
• Everyone who reports to a specific manager: filter by Reports to and select the manager
• All employees with Admin permissions: filter by Permissions and select Admin
• Everyone who started recently: filter by Start date and select Past 30 days or Past 90 days

How do I export a list of employees to CSV?

Once you have found the employees you need in the Employees view, you can export them to CSV:

1. Search or filter the list so it shows the employees you want.
2. Either click the button Export in top right corner to select everyone or select specific employees using the checkboxes and open the Actions menu.
3. Choose CSV (default Excel (.xlsx))
4. Click Export