Save Favorite Filters and Lists for Centralized Schedules

In Centralized Schedules, you can use the Favorites drop-down list to save and apply favorite filters and lists. After filtering a schedule, you can save the filter as a favorite so that you can reapply it whenever you need to. You can also save the filter as a list. Dayforce persists the users that you add to a list, unlike a favorite, where Dayforce evaluates the filter each time that you apply it. For example, if you create a list based on a filter that includes all of the employees assigned the Manager job, the list won't automatically update to include employees that you assign the Manager job at a later date.

Save Filters as Favorites

To save a filter as a favorite:

1. Go to Centralized Schedules and load a template.
2. Click Filter.
3. Configure the filters and then click Apply.
4. Click Favorites > Add New Favorite.
5. Enter a name for the filter and then click Save.

Dayforce adds the filter to the Favorites drop-down list.

Save Filters as Lists

To save a filter as a list: 

1. Go to Centralized Schedules and load a template.
2. Click Filter.
3. Configure the filters and then click Apply.
4. Click Favorites > Add New List.
5. Enter a name for the list and then click Save.

Dayforce adds the list to the Favorites drop-down list.

Edit Favorite Filters and Lists

To edit a favorite filter or list, click Favorites > Manage Filters or Manage Lists. In the dialog box that opens you can:

• Rename favorites.
• Delete favorites.
• Add or remove employees from lists.