Save Entitlement Policy Filters as Favorites

Dayforce Implementation Guide

Version
R2025.1.1
Save Entitlement Policy Filters as Favorites

You can save and apply favorite filters in the Favorites drop-down list in Pay SetupEntitlements, in the Policies tab. After filtering the list of entitlement policies, you can save the filter as a favorite so that you can reapply it whenever you need to.

To save a filter as a favorite:

  1. Go to Pay Setup > Entitlements and go to the Policies tab.
  2. Click Filter to open the filter panel. Configure the filters and click Apply Filter.
  3. Click Favorite > Save Favorite As....
  4. Enter a name for the filter.
  5. (Optional) Click the Load by Default checkbox to apply this filter by default when you load the feature.
  6. Click Save. The favorite filter is saved to the Favorites drop-down list.

Manage Favorites

To manage your favorites:

  1. Go to Pay Setup > Entitlements and go to the Policies tab.
  2. Click Favorites > Manage Favorites.
  3. Do any of the following:
    • Rename favorites.
    • Delete favorites.
    • Change which favorite loads by default.
  4. Click Save.