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Member Information Search Filters and Saved Views

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Through the member list, you can search by HR information such as organization and job function as well as various criteria including certifications, languages, education, work experience, and academic background. Quickly find the members you need for work, and save frequently checked lists to manage them efficiently!

View Information Settings

View information settings is a feature that allows you to customize the visibility, hiding, and order of information that makes up the member table.

  • Click the [Members] → [All] → [View Settings] icon located third from the top right. You can check what information is currently displayed and what information is hidden in the member table.

    • You can search for hidden information or scroll down to add information to compose the table. Click the eye icon on the right to set which information to hide or display.

  • If you want to change the display order, i.e., the sort order of information, click and drag the information you want to change in the view information settings.

    • For example, if you want to move [Primary Organization ∙ Title] next to the email column, click and drag the tab upward!

  • You can freely customize by selecting information to display and hide, and changing their positions.

View all available information in the member table

The information that can be viewed in the member table is as follows.

If you enable the information below in the view information settings, you can check them directly in the member table.

  • Rank, employment status, employee number, hire date, resignation date, tenure, organization information, primary organization∙title, position, contract status, employment contract type, probation start date, probation end date, group hire date, working days, hire type,

  • Email, personal email, mobile phone number, legal gender, legal name, disability and other special notes

  • flex usage end date, employment insurance loss reason, leave of absence type, leave of absence start and end dates, include leave of absence in tenure, salary payment rate during leave of absence, salary payment information, wage contract information, etc.

Filter and Advanced Filter Settings

  • Click the [Add Filter] button at the top of the [Members] table to see the various filters available in the member table. Through these filters, you can quickly search and check who is an organization head, who has a specific title, job function, position, or rank.

  • The available filter items also vary depending on your permissions. For detailed information about permissions, please refer to the Permission Settings guide!

    • By default, you can search members by reference date and employment status (scheduled to join, probation, active, on leave, scheduled for leave, resigned, scheduled to resign).

    • Additionally, you can set filters by hire date, resignation date, organization, job function, title, position, rank, organization head, employment contract type, inclusive wage status, hire type, contract status, and disability/veterans items.

    • Please note that only the above filter items are provided and additional items cannot be added!

  • Click the [Add Advanced Filter] button at the bottom of the [Filter] button → Select [Conditions] below to use the advanced filter feature that allows you to combine various search conditions.

  • For example, if you want to find members who can speak English at an advanced level, you can include 'English' in the language filter and include 'Advanced' in the language proficiency filter.

💡 Advanced Filter Search Support

  • Supports searching for members' language skills, certifications, projects, skills, and education history, as well as work experience and highest education level.

  • You can search for members based on days employed, days on leave, and years in current position. The days filter supports equal to, greater than, less than, and range input.

  • You can search for members' hire anniversary and birthday.

  • Supports various condition settings depending on the filter type.

  • You can choose whether to combine set conditions with AND or OR.

  • You can combine up to 10 conditions for searching.

Using Saved Views

This is a feature that allows you to save frequently used filters in the member table so you can quickly view and download the information you need at any time.

  • After setting up frequently used filters in the [Members] menu, click [Save View] on the right.

  • Enter the name and description of the view, apply additional filters, then click [Save View] on the right.

  • Click [Views] at the top right to see your saved view options. You can also create a new view with similar conditions to a previously registered view through [Duplicate View].


FAQ

Can I view member information as of a specific point in time?

You can search members based on a specific point in the past. (e.g., Active employee status as of January 1, 2024, Resigned/separated employees and employees on leave as of January 1, 2025)

Click the 'Reference Date' under [All] to select a specific point in time and search, and you can view member information based on that date.

Can I also view birthday information in the member search?

Currently, the view settings do not display member birthday information. If needed, please download the bulk member personal information and check it separately in Excel!

Alternatively, through Filter - Advanced Filter - Birthday, you can select this week, next week, this month, next month, or a specific date to separately check members whose birthdays fall in that period.

Can I view the number of members as of a specific point in time?

You can check the number of members at a specific point in time using the [Reference Date] filter.

Enter a date in the reference date, and click the select all checkbox at the top to check the number of selected members and download information!

Alternatively, you can also check the number of active employees by year through Insights - Active Employee Count data for reference!

Can I change the sorting criteria for the member list?

Yes! Click the sort button at the top right to change the sorting criteria for the member list.

I sorted by employee number but it is not sorted in order.

When sorting by employee number, the data is sorted based on 'string' rather than numbers.

For example, if the employee numbers are 1, 10, 2, sorting by number would order them 1 > 2 > 10,

but string-based sorting orders them 1 > 10 > 2.

This is because employee numbers can use both numbers and letters!

If your employee numbers consist only of numbers, you can change them to a format like 000, 001, 002 to resolve this :)

For members with less than 1 month of tenure, is the tenure not displayed in the [Tenure] column?

Yes, if a member's tenure is less than 1 month, it is correct that the tenure is not displayed in the [Tenure] column.

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