You can save filters that you frequently use as a favorite so that you can more easily access those results in the Onboarding Employees screen. For example, you can save a set of filters to display new employees with outstanding items to complete.
To save a set of filters as a favorite:
- Go to Onboarding > Onboarding Employees.
- In the toolstrip, click Filter. The Filter panel opens.
- Select and apply the filter parameters as needed.
- In the Favorites drop-down list, click Save Favorite As. Dayforce opens the Add New Favorite dialog box which includes a list of any previously saved favorites.
- In the Name field, enter a name for your new favorite.
- (Optional) Select the Load by Default checkbox if you want to apply the favorite set of filters by default each time you go to Onboarding > Onboarding Employees. If a default favorite is already selected, Dayforce displays a confirmation dialog box asking you to confirm that you want to change the default view.
- Click Save. The dialog box closes, and the favorite is added to the Favorites drop-down list.
After you save a favorite, you can select it in the Favorites drop-down list to apply it. If you selected the Load by Default checkbox for the favorite, Dayforce displays a checkmark next to its name.
After you apply a favorite filter, you can clear its entries from the Filter panel fields by using the Clear Favorite option in the Favorites drop-down list.
For information about managing the list of existing favorites, see Manage Favorite Filters.