Standard Filters

What are the standard filters in BambooHR?

Purpose: To identify the standard filters you can use when setting up a feature that does not apply to all employees.

Table of Contents

Did you know we have a BambooHR® Learning course about filters? Click here to learn more about what is included in this course.

The following areas or features in BambooHR have standard filters:

  • Who's Out calendar
  • Power edit (Advantage, Core, and Pro packages)
  • Company announcements
  • Email alerts (Advantage, Core, and Pro packages)
  • Onboarding and offboarding (Advantage, Core, and Pro packages)
  • Reports
  • Company holidays
  • Access levels
  • Performance Management (add-on and Pro package)
  • Training (Advantage, Core, and Pro packages)
Filter options
Benefit Eligibility

Filters allow you to identify a specific group of employees concerning various features throughout BambooHR. Click Edit to filter employees and then select Only Some Employees from the dropdown menu.

The standard filters in BambooHR are the following fields:

  • Department
  • Division
  • Employment Status
  • Job Title
  • Location

If you do not have data available in one of these fields, it will not appear as a filter option. 

Select your filters
Benefit Eligibility

Select a filter criteria.* You can apply multiple filters. Click Save when you are done.

*The number at the top will decrease as you select the filter criteria. The number represents the number of employees included in the selected filters. The system will filter employees by using all elements of the filter criteria. 

Example: If you choose Finance, HR Department, and then Full-Time (Employment Status), the system will only apply this filter to full-time employees from the Finance or HR department. It will not include part-time employees from the Finance or HR department.

Note: Filtering trainings works differently. A filtered training created before 1/2/2024 will appear for employees meeting any elements of the filter criteria. A filtered training created after 1/2/2024 will appear for employees meeting all elements of the filter criteria.