The Employee List View
What actions are available in the employee list view?
Purpose: This help guide shows you how to filter and customize the employee list view to see important details about your employees at a glance.
Table of Contents
If a user has access to view other employees in BambooHR, they will have access to see those employees in the list view.
- Account Owners, Full Admin users, and custom access level users have the ability to customize the list view. Any changes to the list view will apply globally for all users who have access to it.
- Account Owners and Full Admin users have the ability to filter the list view and save custom filters for future use.
You can select what information to view in the employee list. First, navigate to the People tab and then click List. On the List tab, click on the three-dot icon. From the dropdown menu, select Customize View.
Click on a field in the Browse Fields section to add it to the Selected Fields section. Hovering your cursor over a selected field will allow you to remove the field by clicking on the X. Also, you can reorder fields by moving them around within the Selected Fields section. Click on a selected field and drag and drop it into the desired location.
Once you click Save, you can view the changes in the employee list. In the example above, I can now see employees' preferred names at a glance.
The employee list shows all employees by default. Click on the slider icon to view the default filters applied to the list and what additional filter options you can use to filter the information shown in the list.
To expand or collapse filter groups (e.g., Departments or Locations), click on the filter group name. Then, determine your list view by checking and unchecking filter options. The system will refresh the list based on your selections in real time.
Once you apply specific filters to the list, you can save the custom filter for future use. Simply click on the star at the top of the filter list, or click Save Filter at the bottom. Name your custom filter and click Save.
- After naming and saving a custom filter, it will appear in this dropdown menu.
- You can customize the columns associated with the custom filter (see example below). Changes will only apply to the custom filter.
- The Customize View option will be unavailable for selection as changes with this option will affect the view of columns globally while customizing columns (see #2) just changes the columns locally.
Select which fields you would like to add to the custom filter you are currently viewing and click Save.
The dropdown menu includes all the default filters and custom filters created in your account. Click Manage Filters to update your filter list.
You can hide a default filter from the dropdown list if you do not want to use it as a filter. The system includes the following default filters:
- Contractors: Includes only people with the Contractor employment status
- Hourly Employees: Includes only employees with a pay type listed as hourly
- Managers: Includes only employees with direct reports
- New Employees: Includes only employees hired in the last 30 days
- Salary Employees: Includes only employees with the Salary pay type
- Terminated People: Includes only employees with the Terminated employment status
- Upcoming Employees: Includes only employees with a future hire date (including rehires)
You can rename or delete a custom filter. The Custom Filters section includes all custom filters created in your account.
You will not able to edit the filter specifications (options) for default filters. Instead, you will want to create a new custom filter.