This topic describes how to configure favorite filters and customize your views in Org Setup > Organization, which can help you navigate more efficiently when configuring or reviewing your org structure.
Configure Favorite Filters
The filter panel includes non-default filters for most fields in the General tab.
To configure favorite filters:
- Go to Org Setup > Organization.
- Click Filter in the toolstrip and create your desired filter.
- With a filter active, click Save Favorite As in the Favorites drop-down list in the toolstrip. Dayforce shows the Add New Favorite dialog box where all of your favorite filters are listed.
- In the Name field, enter a name for your filter.
- (Optional) Select the Load by Default checkbox if you want the filter to load by default.
- Click Save.
To manage favorite filters:
- Go to Org Setup > Organization.
- In the Favorites drop-down list in the toolstrip, click Manage Favorites. Dayforce shows the Manage Favorites dialog box, where all of your favorite filters are listed.
- Select your desired saved favorite filter.
- You have the following options to manage your favorite filter:
- Load By Default
- Clear Default
- Delete
- Click Save.
Configure Table Columns
To configure columns in the table:
- Go to Org Setup > Organization.
- Click View in the toolstrip. The View dialog box opens:
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- You have the following options to configure columns:
- Select or clear the checkboxes beside the column names that you want to include or exclude.
- Change the order of the columns by holding the order icon and dragging it to your desired spot.
- Click OK.
Toggle Org Unit Views
To toggle org unit views:
- Go to Org Setup > Organization.
- Choose one of the following options:
- Click Active to show org units that don’t have the Closing Date or Effective Date in the past.
- Note: The Active state filters out terminated employees and employees with end-dated work assignments.
- Click All to show all org units.