Quick views

Quick Views let you create saved employee lists that organize data, update automatically based on defined conditions, and eliminate manual sorting.

You can create a quick view for employee information on the Employee tab. When creating a quick view, you must specify employee information on employee data fields, such as calculation group, pay group, employment type, work type, time zone, full-time status, employee status, team assignments (team, home team, alternate home team), job classifications (job, preferred job), FTE percentage, base rate, and default minutes.

You can combine these fields to configure personalized views that show the employee details most relevant to their workflow and responsibilities.

This feature is enabled by default for supervisors and administrators during upgrades and new installations.