Each time you open HR Case Management > Cases, HR cases are shown using the default filter. Saved filters for the Topic, Assignee, and Submitted by fields can become invalid if access changes or cases are reassigned. When a saved filter includes invalid selections because of access changes, Dayforce shows an error message on the HR cases screen and in the Filters panel. The error messages continue to show until you update and save your filters.
To apply all filters and optionally save them:
- Go to HR Case Management > Cases and click All filters.
- In the All filters tab in the Filters slide-out panel, filter the grid by the following columns. All selections are optional:
- Topic: Select at least one case topic or subtopic. The topic list is limited to the topics and subtopics that you have access to. Subtopics (if they exist) are listed with its topic in the drop-down list, separated by a forward slash. Archived topics and subtopics are tagged with (Archived).
- Status: Select at least one status.
- Assignee: Select at least one assignee. Only assignees that have access to the topics that the logged in user has access to are shown. You can filter the case list to show cases whose assignees don’t have topic or location access to cases by adding a checkmark. The drop-down list is searchable by name.
- Submitted by: Select the person who submitted the case. The drop-down list is searchable by name.
- Submitted for: Select the employee for whom the case is about. The drop-down list is searchable by name and employee number (depending on the access authorizations assigned to your role). Also, the drop-down list only consists of employees you have location access to.
- Submitted on date: Enter the From and To dates, select a Submitted option for the case, or both.
- Response due date: Enter the From and To dates, select a Time remaining option for the case, or both.
- Click one of the following:
- Show cases: To see your filter results.
- Clear all: To clear the filter.
- X: To close the panel but if you made changes, Dayforce shows a confirmation dialog box indicating that your unsaved changes will be lost.
- Save filter: To save your filter. Dayforce opens the Save filters tab where you can name your filter and optionally set it as the default view. If you save your filter as the default view, it shows at the top of the list, if you have multiple saved filters. Otherwise, if multiple filters exist, they’re listed in alphabetical order. You can edit or delete your saved filter.
When you apply your filter, Dayforce shows the following information above the grid:
- A number on the Topic and Status drop-down lists showing the number of topics or statuses that are currently filtered (when applicable).
- The column names that are currently filtered, and the criteria they’re filtered by.
- Clear all button to remove all filters that aren’t saved.